We are live on ! Find out more
JULZ icon

TrueShares Structured Outcome July ETF

22 hedge funds and large institutions have $17.6M invested in TrueShares Structured Outcome July ETF in 2025 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 2 increasing their positions, 8 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

16.36% less ownership

Funds ownership: 66.46%50.1% (-16%)

31% less capital invested

Capital invested by funds: $25.3M → $17.6M (-$7.73M)

39% less funds holding

Funds holding: 3622 (-14)

75% less repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 8

82% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 17

Holders
22
Holders Change
-14
Holders Change %
-38.89%
% of All Funds
0.29%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
2
Reduced
8
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MAWAG
1
Mid-American Wealth Advisory Group
Missouri
$4.55M -$141K -3,458 -3%
AWM
2
AE Wealth Management
Kansas
$3.96M -$4.55M -111,504 -55%
VBFP
3
Valtinson Bruner Financial Planning
Minnesota
$2.55M -$24K -589 -1%
TI
4
TrueMark Investments
Illinois
$2.5M +$1.34M +32,867 +133%
WCG
5
Weaver Consulting Group
California
$617K
ECA
6
Elevated Capital Advisors
Utah
$592K
I2I
7
Insight 2811 Inc
Illinois
$431K
IA
8
IFP Advisors
Florida
$397K
Citadel Advisors
9
Citadel Advisors
Florida
$305K -$15.4K -377 -5%
FWM
10
FSR Wealth Management
Illinois
$283K -$30.5K -747 -10%
CIAS
11
Capital Investment Advisory Services
North Carolina
$272K
SW
12
SMART Wealth
Nebraska
$254K -$93K -2,281 -28%
FI
13
FWG Investments
Kentucky
$234K +$220K +5,392 New
LPL Financial
14
LPL Financial
California
$220K
JP Morgan Chase
15
JP Morgan Chase
New York
$192K +$180K +4,426 New
Osaic Holdings
16
Osaic Holdings
Arizona
$120K
Q1WB
17
Quest 10 Wealth Builders
Virginia
$71.3K -$10.5K -257 -14%
UBS Group
18
UBS Group
Switzerland
$35.6K +$22.7K +557 +213%
HI
19
Harbour Investments
Wisconsin
$8.3K
AAS
20
Ameritas Advisory Services
Nebraska
$763 +$734 +18 New
DFA
21
DHJJ Financial Advisors
Illinois
$435 -$612 -15 -60%
Morgan Stanley
22
Morgan Stanley
New York
$49
LAS
23
Lloyd Advisory Services
Georgia
-$1.52M -37,812 Closed
OMC
24
Old Mission Capital
Illinois
-$861K -21,467 Closed
BOSSRA
25
B.O.S.S. Retirement Advisors
Utah
-$838K -20,884 Closed

JULZ Hedge Fund Activity: Q2 2025 in Review

22 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in TrueShares Structured Outcome July ETF (JULZ) for Q2 2025, worth a combined $17.6M — down 31% from $25.3M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of JULZ and 3 opened new positions — a net loss of 14 holders — while 8 trimmed existing stakes and 2 added.

The largest buyer was TrueMark Investments, adding an estimated $1.34M. The largest seller was AE Wealth Management, cutting an estimated $4.55M.

  • 22 institutional investors held TrueShares Structured Outcome July ETF (JULZ) as of Q2 2025, down from 36 in Q1 2025.
  • Funds reported $17.6M of TrueShares Structured Outcome July ETF stock for Q2 2025, down 31% quarter-over-quarter.
  • 3 funds opened new TrueShares Structured Outcome July ETF positions in Q2 2025 and 17 closed out, a net change of -14 holders.
  • The largest TrueShares Structured Outcome July ETF buyer in Q2 2025 was TrueMark Investments, an estimated $1.34M added.
  • The largest TrueShares Structured Outcome July ETF seller in Q2 2025 was AE Wealth Management, an estimated $4.55M sold.

Based on aggregated 13F filings for Q2 2025.