TrueShares Structured Outcome July ETF
JULZ
17 hedge funds and large institutions have $12.1M invested in TrueShares Structured Outcome July ETF in 2024 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 1 increasing their positions, 6 reducing their positions, and 2 closing their positions.
100% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 2
22% more capital invested
Capital invested by funds: $9.96M → $12.1M (+$2.18M)
13% more funds holding
Funds holding: 15 → 17 (+2)
34.14% less ownership
Funds ownership: 90.77% → 56.63% (-34%)
83% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LAS
Lloyd Advisory Services
Suwanee,
Georgia
|
+$1.55M |
| 2 |
Wolverine Trading
Chicago,
Illinois
|
+$288K |
| 3 |
ECA
Elevated Capital Advisors
Sandy,
Utah
|
+$238K |
| 4 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$213K |
| 5 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$196 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$223K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$209K |
| 3 |
GLR
Great Lakes Retirement
Sandusky,
Ohio
|
-$29.1K |
| 4 |
VBFP
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
|
-$19.6K |
| 5 |
SWP
Summit Wealth Partners
Orlando,
Florida
|
-$2.94K |
JULZ Hedge Fund Activity: Q2 2024 in Review
17 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in TrueShares Structured Outcome July ETF (JULZ) for Q2 2024, worth a combined $12.1M — up 22% from $9.96M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new JULZ positions and 2 closed out — a net gain of 2 holders — while 1 added to existing stakes and 6 trimmed.
The largest buyer was Lloyd Advisory Services, opening a new position worth an estimated $1.55M. The largest seller was Osaic Holdings, cutting an estimated $223K.
- 17 institutional investors held TrueShares Structured Outcome July ETF (JULZ) as of Q2 2024, up from 15 in Q1 2024.
- Funds reported $12.1M of TrueShares Structured Outcome July ETF stock for Q2 2024, up 22% quarter-over-quarter.
- 4 funds opened new TrueShares Structured Outcome July ETF positions in Q2 2024 and 2 closed out, a net change of +2 holders.
- The largest TrueShares Structured Outcome July ETF buyer in Q2 2024 was Lloyd Advisory Services, an estimated $1.55M added.
- The largest TrueShares Structured Outcome July ETF seller in Q2 2024 was Osaic Holdings, an estimated $223K sold.
Based on aggregated 13F filings for Q2 2024.