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Elevation Series Trust TrueShares Active Yield ETF
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5 hedge funds and large institutions have $52.4M invested in Elevation Series Trust TrueShares Active Yield ETF in 2025 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 0 increasing their positions, 1 reducing their positions, and 3 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: →
less ownership
Funds ownership: →
63% less capital invested
Capital invested by funds: $141M → $52.4M (-$88.2M)
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 1
Holders
5
Holding in Top 10
1
Calls
–
Puts
–
Top Buyers
| 1 | +$955K | |
| 2 | +$313K | |
| 3 | +$304K | |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$208K |
Top Sellers
| 1 | -$79.8M | |
| 2 | -$288K | |
| 3 | -$38.2K | |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$22 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SWP
1
Significant Wealth Partners
Cary,
Illinois
| $50.6M |
|
|||
|
AWM
2
AE Wealth Management
Topeka,
Kansas
| $928K |
|
|||
|
HF
3
HRT Financial
New York
| $303K |
|
|||
4
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $296K |
|
|||
|
5
Citadel Advisors
Miami,
Florida
| $202K |
|
|||
6
UBS Group
Zurich,
Switzerland
| – |
|
|||
7
Osaic Holdings
Scottsdale,
Arizona
| – |
|
|||
|
8
Fidelity Investments
Boston,
Massachusetts
| – |
|