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Elevation Series Trust TrueShares Active Yield ETF
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5 hedge funds and large institutions have $141M invested in Elevation Series Trust TrueShares Active Yield ETF in 2025 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and 2 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more funds holding
Funds holding: →
more funds holding in top 10
Funds holding in top 10: →
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
0.91% less ownership
Funds ownership: 98.2% → 97.29% (-0.91%)
5% less capital invested
Capital invested by funds: $148M → $141M (-$7.25M)
Holders
5
Holding in Top 10
1
Calls
–
Puts
–
Top Buyers
| 1 | +$536K | |
| 2 | +$288K | |
| 3 | +$4.38K | |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$22 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SWP
1
Significant Wealth Partners
Cary,
Illinois
| $140M |
|
|||
2
Wolverine Trading
Chicago,
Illinois
| $536K |
|
|||
3
UBS Group
Zurich,
Switzerland
| $288K |
|
|||
4
Osaic Holdings
Scottsdale,
Arizona
| $38.2K |
|
|||
|
5
Fidelity Investments
Boston,
Massachusetts
| $22 |
|
|||
6
Fisher Asset Management
Camas,
Washington
| – |
|
|||
7
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – |
|