TrueShares Structured Outcome July ETF
JULZ
JULZ
11 hedge funds and large institutions have $6.05M invested in TrueShares Structured Outcome July ETF in 2023 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 5 reducing their positions, and 1 closing their positions.
Holders
11
Holders Change
–
Holders Change %
0%
% of All Funds
0.18%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
2
Reduced
5
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
1
Wolverine Trading
Chicago,
Illinois
|
$577K |
| 2 |
DFA
2
DHJJ Financial Advisors
Naperville,
Illinois
|
$6.41K |
| 3 |
3
Osaic Holdings
Scottsdale,
Arizona
|
$642K |
| Name | Market Value | Shares |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
VBFP
1
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
| $2.14M | 61,912 | -296 | -0.5% |
|
|
SWP
2
Summit Wealth Partners
Orlando,
Florida
| $1.36M | 39,312 | -7,814 | -17% |
|
|
3
Osaic Holdings
Scottsdale,
Arizona
| $642K | 18,550 | +150 | +0.8% |
|
|
4
Wolverine Trading
Chicago,
Illinois
| $577K | 16,663 | +10,390 | +166% |
|
|
WCG
5
Weaver Consulting Group
Huntington Beach,
California
| $486K | 14,040 | – | – |
|
|
I2I
6
Insight 2811 Inc
Chicago,
Illinois
| $400K | 11,547 | -110 | -0.9% |
|
|
CIAS
7
Capital Investment Advisory Services
Raleigh,
North Carolina
| $252K | 7,265 | – | – |
|
|
CP
8
Castleview Partners
Dallas,
Texas
| $139K | 4,000 | -3,629 | -48% |
|
|
HI
9
Harbour Investments
Madison,
Wisconsin
| $35.1K | 1,014 | – | – |
|
10
UBS Group
Zurich,
Switzerland
| $7.69K | 222 | -1,987 | -90% |
|
|
DFA
11
DHJJ Financial Advisors
Naperville,
Illinois
| $6.41K | 185 | +185 | New |
|
|
IRAG
12
Investment Research & Advisory Group
Atlanta,
Georgia
| – | – | -400 | Closed |
|
|
CFGS
13
Concourse Financial Group Securities
Birmingham,
Alabama
| – | – | – | – |
|