TrueShares Structured Outcome June ETF
JUNZ
6 hedge funds and large institutions have $1.1M invested in TrueShares Structured Outcome June ETF in 2023 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 0 increasing their positions, 1 reducing their positions, and 3 closing their positions.
12% more capital invested
Capital invested by funds: $980K → $1.1M (+$121K)
4.41% more ownership
Funds ownership: 28.75% → 33.16% (+4.4%)
14% less funds holding
Funds holding: 7 → 6 (-1)
33% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 3
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$325K |
| 2 |
AWA
Authentikos Wealth Advisory
Morgan Hill,
California
|
+$1.45K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWS
Atria Wealth Solutions
New York
|
-$157K |
| 2 |
CP
Castleview Partners
Dallas,
Texas
|
-$11.1K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$6.35K |
| 4 |
IPW
Impact Partnership Wealth
Marietta,
Georgia
|
-$1.18K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WCG
1
Weaver Consulting Group
Huntington Beach,
California
| $381K | – | – | – |
|
|
OMC
2
Old Mission Capital
Chicago,
Illinois
| $316K | +$325K | +12,359 | New |
|
|
AWS
3
Atria Wealth Solutions
New York
| $300K | -$157K | -5,970 | -34% |
|
4
Osaic Holdings
Scottsdale,
Arizona
| $80.5K | – | – | – |
|
|
HI
5
Harbour Investments
Madison,
Wisconsin
| $22.9K | – | – | – |
|
|
AWA
6
Authentikos Wealth Advisory
Morgan Hill,
California
| $1.41K | +$1.45K | +55 | New |
|
|
CP
7
Castleview Partners
Dallas,
Texas
| – | -$11.1K | -425 | Closed |
|
|
8
UBS Group
Zurich,
Switzerland
| – | -$6.35K | -242 | Closed |
|
|
IPW
9
Impact Partnership Wealth
Marietta,
Georgia
| – | -$1.18K | -45 | Closed |
|
JUNZ Hedge Fund Activity: Q3 2023 in Review
6 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in TrueShares Structured Outcome June ETF (JUNZ) for Q3 2023, worth a combined $1.1M — up 12% from $980K a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of JUNZ and 2 opened new positions — a net loss of 1 holder — while 1 trimmed existing stakes and 0 added.
The largest buyer was Old Mission Capital, opening a new position worth an estimated $325K. The largest seller was Atria Wealth Solutions, cutting an estimated $157K.
- 6 institutional investors held TrueShares Structured Outcome June ETF (JUNZ) as of Q3 2023, down from 7 in Q2 2023.
- Funds reported $1.1M of TrueShares Structured Outcome June ETF stock for Q3 2023, up 12% quarter-over-quarter.
- 2 funds opened new TrueShares Structured Outcome June ETF positions in Q3 2023 and 3 closed out, a net change of -1 holder.
- The largest TrueShares Structured Outcome June ETF buyer in Q3 2023 was Old Mission Capital, an estimated $325K added.
- The largest TrueShares Structured Outcome June ETF seller in Q3 2023 was Atria Wealth Solutions, an estimated $157K sold.
Based on aggregated 13F filings for Q3 2023.