TrueShares Structured Outcome April ETF
APRZ
24 hedge funds and large institutions have $17.1M invested in TrueShares Structured Outcome April ETF in 2024 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 7 increasing their positions, 5 reducing their positions, and 2 closing their positions.
250% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 2
40% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 5
26% more funds holding
Funds holding: 19 → 24 (+5)
2.39% more ownership
Funds ownership: 70.12% → 72.51% (+2.4%)
4% more capital invested
Capital invested by funds: $16.5M → $17.1M (+$620K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$332K |
| 2 |
ECA
Elevated Capital Advisors
Sandy,
Utah
|
+$141K |
| 3 |
SW
SMART Wealth
Omaha,
Nebraska
|
+$35K |
| 4 |
BOSSRA
B.O.S.S. Retirement Advisors
Lehi,
Utah
|
+$18.9K |
| 5 |
AWA
Authentikos Wealth Advisory
Morgan Hill,
California
|
+$5.5K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WCG
Weaver Consulting Group
Huntington Beach,
California
|
-$61.6K |
| 2 |
HBS
Howard Bailey Securities
Fort Wayne,
Indiana
|
-$45.1K |
| 3 |
GLR
Great Lakes Retirement
Sandusky,
Ohio
|
-$17.6K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$9.27K |
| 5 |
PA
Pineridge Advisors
St. Charles,
Missouri
|
-$1.9K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Bank of America
Charlotte,
North Carolina
| – | -$415 | -12 | Closed |
|
APRZ Hedge Fund Activity: Q4 2024 in Review
24 of the 7,597 institutional investors tracked by Wall St. Rank reported a position in TrueShares Structured Outcome April ETF (APRZ) for Q4 2024, worth a combined $17.1M — up 3.8% from $16.5M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new APRZ positions and 2 closed out — a net gain of 5 holders — while 7 added to existing stakes and 5 trimmed.
The largest buyer was AE Wealth Management, adding an estimated $332K. The largest seller was Weaver Consulting Group, cutting an estimated $61.6K.
- 24 institutional investors held TrueShares Structured Outcome April ETF (APRZ) as of Q4 2024, up from 19 in Q3 2024.
- Funds reported $17.1M of TrueShares Structured Outcome April ETF stock for Q4 2024, up 3.8% quarter-over-quarter.
- 7 funds opened new TrueShares Structured Outcome April ETF positions in Q4 2024 and 2 closed out, a net change of +5 holders.
- The largest TrueShares Structured Outcome April ETF buyer in Q4 2024 was AE Wealth Management, an estimated $332K added.
- The largest TrueShares Structured Outcome April ETF seller in Q4 2024 was Weaver Consulting Group, an estimated $61.6K sold.
Based on aggregated 13F filings for Q4 2024.