TrueShares Structured Outcome July ETF
JULZ
36 hedge funds and large institutions have $25.3M invested in TrueShares Structured Outcome July ETF in 2025 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 9 increasing their positions, 12 reducing their positions, and 4 closing their positions.
50% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 4
3% more funds holding
Funds holding: 35 → 36 (+1)
1% less capital invested
Capital invested by funds: $25.6M → $25.3M (-$315K)
10.54% less ownership
Funds ownership: 77% → 66.46% (-11%)
25% less repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 12
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TI
TrueMark Investments
Chicago,
Illinois
|
+$1.03M |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$895K |
| 3 |
LI
LifeWealth Investments
Winter Garden,
Florida
|
+$476K |
| 4 |
Wolverine Trading
Chicago,
Illinois
|
+$381K |
| 5 |
IA
IFP Advisors
Tampa,
Florida
|
+$380K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
-$1.59M |
| 2 |
AWA
Authentikos Wealth Advisory
Morgan Hill,
California
|
-$253K |
| 3 |
CW
CreativeOne Wealth
Overland Park,
Kansas
|
-$237K |
| 4 |
CP
Castleview Partners
Dallas,
Texas
|
-$166K |
| 5 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$126K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
T
26
Transce3nd
Kyle,
Texas
| $15.9K | – | – | – |
|
27
UBS Group
Zurich,
Switzerland
| $10.5K | +$6.59K | +158 | +152% |
|
|
PSFG
28
Park Square Financial Group
Roswell,
Georgia
| $8.86K | +$4.25K | +102 | +86% |
|
|
HI
29
Harbour Investments
Madison,
Wisconsin
| $7.66K | -$34.3K | -823 | -81% |
|
|
CAWM
30
Capital A Wealth Management
New Castle,
Pennsylvania
| $4.81K | -$11K | -264 | -69% |
|
|
PA
31
Pineridge Advisors
St. Charles,
Missouri
| $4.06K | – | – | – |
|
|
DRP
32
Decker Retirement Planning
Levi,
Utah
| $2.07K | – | – | – |
|
|
DFA
33
DHJJ Financial Advisors
Naperville,
Illinois
| $1K | – | – | – |
|
|
RWPA
34
Richard W. Paul & Associates
Novi,
Michigan
| $746 | – | – | – |
|
35
Morgan Stanley
New York
| $45 | – | – | – |
|
|
AWA
36
Authentikos Wealth Advisory
Morgan Hill,
California
| – | -$253K | -6,075 | Closed |
|
|
CW
37
CreativeOne Wealth
Overland Park,
Kansas
| – | -$237K | -5,697 | Closed |
|
|
CP
38
Castleview Partners
Dallas,
Texas
| – | -$166K | -4,000 | Closed |
|
|
NMG
39
New Millennium Group
Sandy,
Utah
| – | -$666 | -16 | Closed |
|
JULZ Hedge Fund Activity: Q1 2025 in Review
36 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in TrueShares Structured Outcome July ETF (JULZ) for Q1 2025, worth a combined $25.3M — down 1.2% from $25.6M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new JULZ positions and 4 closed out — a net gain of 2 holders — while 9 added to existing stakes and 12 trimmed.
The largest buyer was TrueMark Investments, opening a new position worth an estimated $1.03M. The largest seller was Wealth Enhancement Advisory Services, cutting an estimated $1.59M.
- 36 institutional investors held TrueShares Structured Outcome July ETF (JULZ) as of Q1 2025, up from 35 in Q4 2024.
- Funds reported $25.3M of TrueShares Structured Outcome July ETF stock for Q1 2025, down 1.2% quarter-over-quarter.
- 6 funds opened new TrueShares Structured Outcome July ETF positions in Q1 2025 and 4 closed out, a net change of +2 holders.
- The largest TrueShares Structured Outcome July ETF buyer in Q1 2025 was TrueMark Investments, an estimated $1.03M added.
- The largest TrueShares Structured Outcome July ETF seller in Q1 2025 was Wealth Enhancement Advisory Services, an estimated $1.59M sold.
Based on aggregated 13F filings for Q1 2025.