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TrueShares Structured Outcome January ETF

32 hedge funds and large institutions have $35.6M invested in TrueShares Structured Outcome January ETF in 2025 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 12 increasing their positions, 7 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

94% more capital invested

Capital invested by funds: $18.3M → $35.6M (+$17.3M)

75% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 4

71% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 7

18.78% more ownership

Funds ownership: 67.46%86.24% (+19%)

10% more funds holding

Funds holding: 2932 (+3)

Holders
32
Holders Change
+3
Holders Change %
+10.34%
% of All Funds
0.43%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
7
Increased
12
Reduced
7
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1
AE Wealth Management
Kansas
$11.3M +$83K +2,415 +0.7%
AWA
2
Authentikos Wealth Advisory
California
$8.82M +$8.82M +256,569 +3,065%
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$5.17M +$5.34M +155,457 New
TI
4
TrueMark Investments
Illinois
$2.39M +$2.47M +71,898 New
LAS
5
Lloyd Advisory Services
Georgia
$1.58M -$54.6K -1,590 -3%
OMC
6
Old Mission Capital
Illinois
$958K +$990K +28,798 New
BOSSRA
7
B.O.S.S. Retirement Advisors
Utah
$847K +$11K +320 +1%
FWM
8
FSR Wealth Management
Illinois
$660K +$7.77K +226 +1%
TAP
9
Tounjian Advisory Partners
Florida
$528K +$545K +15,856 New
ECA
10
Elevated Capital Advisors
Utah
$499K +$24.4K +711 +5%
LI
11
LifeWealth Investments
Florida
$498K +$514K +14,967 New
WCG
12
Weaver Consulting Group
California
$484K +$195K +5,675 +64%
HBS
13
Howard Bailey Securities
Indiana
$444K +$51.8K +1,507 +13%
SW
14
SMART Wealth
Nebraska
$368K +$43.3K +1,261 +13%
OWA
15
Outlook Wealth Advisors
Texas
$321K -$5.43K -158 -2%
GLR
16
Great Lakes Retirement
Ohio
$300K -$13.3K -386 -4%
CIAS
17
Capital Investment Advisory Services
North Carolina
$127K -$111K -3,224 -46%
BlackRock
18
BlackRock
New York
$90.8K +$56.2K +1,634 +149%
Q1WB
19
Quest 10 Wealth Builders
Virginia
$85K +$18K +523 +26%
LRWM
20
Lord & Richards Wealth Management
Colorado
$34.3K +$35.4K +1,030 New
HI
21
Harbour Investments
Wisconsin
$31.1K
ACA
22
Aptus Capital Advisors
Alabama
$28.5K
T
23
Transce3nd
Texas
$16.1K
UBS Group
24
UBS Group
Switzerland
$14.6K +$15.1K +440 New
PSFG
25
Park Square Financial Group
Georgia
$12.3K +$7.7K +224 +153%

JANZ Hedge Fund Activity: Q1 2025 in Review

32 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in TrueShares Structured Outcome January ETF (JANZ) for Q1 2025, worth a combined $35.6M — up 94% from $18.3M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new JANZ positions and 4 closed out — a net gain of 3 holders — while 12 added to existing stakes and 7 trimmed.

The largest buyer was Authentikos Wealth Advisory, adding an estimated $8.82M. The largest seller was Mid-American Wealth Advisory Group, exiting entirely with an estimated $240K sold.

  • 32 institutional investors held TrueShares Structured Outcome January ETF (JANZ) as of Q1 2025, up from 29 in Q4 2024.
  • Funds reported $35.6M of TrueShares Structured Outcome January ETF stock for Q1 2025, up 94% quarter-over-quarter.
  • 7 funds opened new TrueShares Structured Outcome January ETF positions in Q1 2025 and 4 closed out, a net change of +3 holders.
  • The largest TrueShares Structured Outcome January ETF buyer in Q1 2025 was Authentikos Wealth Advisory, an estimated $8.82M added.
  • The largest TrueShares Structured Outcome January ETF seller in Q1 2025 was Mid-American Wealth Advisory Group, an estimated $240K sold.

Based on aggregated 13F filings for Q1 2025.