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TrueShares Structured Outcome December ETF
DECZ

Overview Fund Activity

29 hedge funds and large institutions have $41.6M invested in TrueShares Structured Outcome December ETF in 2024 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 4 increasing their positions, 6 reducing their positions, and 0 closing their positions.

Holders
29
Holders Change
+11
Holders Change %
+61.11%
% of All Funds
0.42%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
4
Reduced
6
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWM
1
AE Wealth Management
Kansas
$28M
2
HBS
2
Howard Bailey Securities
Indiana
$1.01M
3
CW
3
CreativeOne Wealth
Kansas
$947K
4
SW
4
SMART Wealth
Nebraska
$926K
5
Goldman Sachs
5
Goldman Sachs
New York
$670K

Top Sellers

1
AWA
1
Authentikos Wealth Advisory
California
$564K
2
I2I
2
Insight 2811 Inc
Illinois
$211K
3
GLR
3
Great Lakes Retirement
Ohio
$714K
4
DFA
4
DHJJ Financial Advisors
Illinois
$50.1K
5
PA
5
Pineridge Advisors
Missouri
$17.1K
Name Market Value Shares Shares
Change 		Shares
Change %
AWM
1
AE Wealth Management
Kansas
$28M 752,763 +133,570 +22%
LAS
2
Lloyd Advisory Services
Georgia
$4.6M 123,774 +1,470 +1%
HBS
3
Howard Bailey Securities
Indiana
$1.01M 27,234 +27,234 New
ECA
4
Elevated Capital Advisors
Utah
$966K 25,997 +12,150 +88%
WCG
5
Weaver Consulting Group
California
$958K 25,786 – –
CW
6
CreativeOne Wealth
Kansas
$947K 25,490 +25,490 New
SW
7
SMART Wealth
Nebraska
$926K 24,924 +24,924 New
GLR
8
Great Lakes Retirement
Ohio
$714K 19,223 -539 -3%
Goldman Sachs
9
Goldman Sachs
New York
$670K 18,037 +18,037 New
AWA
10
Authentikos Wealth Advisory
California
$564K 15,171 -13,628 -47%
FI
11
FWG Investments
Kentucky
$478K 12,868 +2,315 +22%
OWA
12
Outlook Wealth Advisors
Texas
$354K 9,518 +9,518 New
CIAS
13
Capital Investment Advisory Services
North Carolina
$269K 7,244 – –
CAG
14
Csenge Advisory Group
Florida
$258K 6,881 +6,881 New
BOSSRA
15
B.O.S.S. Retirement Advisors
Utah
$257K 6,919 +6,919 New
I2I
16
Insight 2811 Inc
Illinois
$211K 5,683 -543 -9%
Osaic Holdings
17
Osaic Holdings
Arizona
$148K 3,996 – –
ACA
18
Aptus Capital Advisors
Alabama
$127K 3,413 – –
PIS
19
POM Investment Strategies
North Carolina
$55K 1,480 +1,480 New
DFA
20
DHJJ Financial Advisors
Illinois
$50.1K 1,350 -100 -7%
PA
21
Pineridge Advisors
Missouri
$17.1K 460 -35 -7%
CAS
22
Coppell Advisory Solutions
Texas
$10.3K 278 – –
UBS Group
23
UBS Group
Switzerland
$2.75K 74 -11 -13%
Northwestern Mutual Wealth Management
24
Northwestern Mutual Wealth Management
Wisconsin
$2.19K 59 +59 New
RWPA
25
Richard W. Paul & Associates
Michigan
$1.62K 44 – –
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