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Elevation Series Trust TrueShares Active Yield ETF
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4 hedge funds and large institutions have $148M invested in Elevation Series Trust TrueShares Active Yield ETF in 2025 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and 2 closing their positions.
New
Increased
Maintained
Reduced
Closed
Holders
4
Holders Change
-1
Holders Change %
-20%
% of All Funds
0.05%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
1
Increased
1
Reduced
1
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
SWP
Significant Wealth Partners
Cary,
Illinois
|
+$603K |
| 2 |
Fisher Asset Management
Camas,
Washington
|
+$449K |
Top Sellers
| 1 |
JFGIW
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
|
-$339K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$114K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$76.6K |
| Name | Holding | Trade Value |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
SWP
1
Significant Wealth Partners
Cary,
Illinois
| $147M | +$603K | +26,502 | +0.4% |
|
|
2
Fisher Asset Management
Camas,
Washington
| $449K | +$449K | +19,743 | New |
|
|
3
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $287K | -$76.6K | -3,370 | -21% |
|
4
Osaic Holdings
Scottsdale,
Arizona
| $34.7K | – | – | – |
|
|
JFGIW
5
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
| – | -$339K | -14,670 | Closed |
|
|
6
UBS Group
Zurich,
Switzerland
| – | -$114K | -4,946 | Closed |
|