TrueShares Structured Outcome July ETF
JULZ
19 hedge funds and large institutions have $22.7M invested in TrueShares Structured Outcome July ETF in 2025 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 4 increasing their positions, 6 reducing their positions, and 8 closing their positions.
29% more capital invested
Capital invested by funds: $17.6M → $22.7M (+$5.09M)
11.04% more ownership
Funds ownership: 50.1% → 61.14% (+11%)
14% less funds holding
Funds holding: 22 → 19 (-3)
33% less repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 6
38% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TI
TrueMark Investments
Chicago,
Illinois
|
+$6.03M |
| 2 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$5.57M |
| 3 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$566K |
| 4 |
Goldman Sachs
New York
|
+$448K |
| 5 |
Wolverine Trading
Chicago,
Illinois
|
+$209K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$4.02M |
| 2 |
MAWAG
Mid-American Wealth Advisory Group
Kansas City,
Missouri
|
-$3.98M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$305K |
| 4 |
FWM
FSR Wealth Management
Elmhurst,
Illinois
|
-$283K |
| 5 |
SW
SMART Wealth
Omaha,
Nebraska
|
-$254K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AAS
26
Ameritas Advisory Services
Lincoln,
Nebraska
| – | -$763 | -18 | Closed |
|
27
Morgan Stanley
New York
| – | -$49 | -1 | Closed |
|
JULZ Hedge Fund Activity: Q3 2025 in Review
19 of the 7,630 institutional investors tracked by Wall St. Rank reported a position in TrueShares Structured Outcome July ETF (JULZ) for Q3 2025, worth a combined $22.7M — up 29% from $17.6M a quarter earlier.
Sellers outnumbered buyers: 8 funds closed out of JULZ and 5 opened new positions — a net loss of 3 holders — while 6 trimmed existing stakes and 4 added.
The largest buyer was TrueMark Investments, adding an estimated $6.03M. The largest seller was AE Wealth Management, cutting an estimated $4.02M.
- 19 institutional investors held TrueShares Structured Outcome July ETF (JULZ) as of Q3 2025, down from 22 in Q2 2025.
- Funds reported $22.7M of TrueShares Structured Outcome July ETF stock for Q3 2025, up 29% quarter-over-quarter.
- 5 funds opened new TrueShares Structured Outcome July ETF positions in Q3 2025 and 8 closed out, a net change of -3 holders.
- The largest TrueShares Structured Outcome July ETF buyer in Q3 2025 was TrueMark Investments, an estimated $6.03M added.
- The largest TrueShares Structured Outcome July ETF seller in Q3 2025 was AE Wealth Management, an estimated $4.02M sold.
Based on aggregated 13F filings for Q3 2025.