TrueShares Structured Outcome July ETF
JULZ
13 hedge funds and large institutions have $7.61M invested in TrueShares Structured Outcome July ETF in 2023 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 4 increasing their positions, 5 reducing their positions, and 3 closing their positions.
5.57% more ownership
Funds ownership: 59.63% → 65.19% (+5.6%)
5% more capital invested
Capital invested by funds: $7.24M → $7.61M (+$369K)
13% less funds holding
Funds holding: 15 → 13 (-2)
20% less repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 5
67% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
+$252K |
| 2 |
AWS
Atria Wealth Solutions
New York
|
+$207K |
| 3 |
Wolverine Trading
Chicago,
Illinois
|
+$59.2K |
| 4 |
HI
Harbour Investments
Madison,
Wisconsin
|
+$20.1K |
| 5 |
CIAS
Capital Investment Advisory Services
Raleigh,
North Carolina
|
+$164 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$211K |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$86.4K |
| 3 |
CP
Castleview Partners
Dallas,
Texas
|
-$65.4K |
| 4 |
VBFP
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
|
-$38.8K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$34.3K |
JULZ Hedge Fund Activity: Q1 2023 in Review
13 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in TrueShares Structured Outcome July ETF (JULZ) for Q1 2023, worth a combined $7.61M — up 5.1% from $7.24M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of JULZ and 1 opened new positions — a net loss of 2 holders — while 5 trimmed existing stakes and 4 added.
The largest buyer was Osaic Holdings, adding an estimated $252K. The largest seller was Commonwealth Equity Services, exiting entirely with an estimated $211K sold.
- 13 institutional investors held TrueShares Structured Outcome July ETF (JULZ) as of Q1 2023, down from 15 in Q4 2022.
- Funds reported $7.61M of TrueShares Structured Outcome July ETF stock for Q1 2023, up 5.1% quarter-over-quarter.
- 1 fund opened new TrueShares Structured Outcome July ETF positions in Q1 2023 and 3 closed out, a net change of -2 holders.
- The largest TrueShares Structured Outcome July ETF buyer in Q1 2023 was Osaic Holdings, an estimated $252K added.
- The largest TrueShares Structured Outcome July ETF seller in Q1 2023 was Commonwealth Equity Services, an estimated $211K sold.
Based on aggregated 13F filings for Q1 2023.