TrueShares Structured Outcome July ETF
JULZ
15 hedge funds and large institutions have $9.96M invested in TrueShares Structured Outcome July ETF in 2024 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 1 increasing their positions, 2 reducing their positions, and 3 closing their positions.
100% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 3
28.01% more ownership
Funds ownership: 62.76% → 90.77% (+28%)
25% more funds holding
Funds holding: 12 → 15 (+3)
22% more capital invested
Capital invested by funds: $8.17M → $9.96M (+$1.79M)
50% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$3.85M |
| 2 |
GLR
Great Lakes Retirement
Sandusky,
Ohio
|
+$345K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$200K |
| 4 |
PA
Pineridge Advisors
St. Charles,
Missouri
|
+$6.45K |
| 5 |
CIAS
Capital Investment Advisory Services
Raleigh,
North Carolina
|
+$4.2K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
-$2.44M |
| 2 |
Wolverine Trading
Chicago,
Illinois
|
-$745K |
| 3 |
SWP
Summit Wealth Partners
Orlando,
Florida
|
-$28.7K |
| 4 |
VBFP
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
|
-$13.8K |
| 5 |
Morgan Stanley
New York
|
-$86 |
JULZ Hedge Fund Activity: Q1 2024 in Review
15 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in TrueShares Structured Outcome July ETF (JULZ) for Q1 2024, worth a combined $9.96M — up 22% from $8.17M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new JULZ positions and 3 closed out — a net gain of 3 holders — while 1 added to existing stakes and 2 trimmed.
The largest buyer was AE Wealth Management, opening a new position worth an estimated $3.85M. The largest seller was Wealth Enhancement Advisory Services, exiting entirely with an estimated $2.44M sold.
- 15 institutional investors held TrueShares Structured Outcome July ETF (JULZ) as of Q1 2024, up from 12 in Q4 2023.
- Funds reported $9.96M of TrueShares Structured Outcome July ETF stock for Q1 2024, up 22% quarter-over-quarter.
- 6 funds opened new TrueShares Structured Outcome July ETF positions in Q1 2024 and 3 closed out, a net change of +3 holders.
- The largest TrueShares Structured Outcome July ETF buyer in Q1 2024 was AE Wealth Management, an estimated $3.85M added.
- The largest TrueShares Structured Outcome July ETF seller in Q1 2024 was Wealth Enhancement Advisory Services, an estimated $2.44M sold.
Based on aggregated 13F filings for Q1 2024.