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TrueShares Technology AI & Deep Learning ETF

19 hedge funds and large institutions have $3.32M invested in TrueShares Technology AI & Deep Learning ETF in 2023 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 4 increasing their positions, 3 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 3

37% more capital invested

Capital invested by funds: $2.43M → $3.32M (+$893K)

33% more repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 3

12% more funds holding

Funds holding: 1719 (+2)

0.9% more ownership

Funds ownership: 8.17%9.06% (+0.9%)

Holders
19
Holders Change
+2
Holders Change %
+11.76%
% of All Funds
0.28%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
4
Reduced
3
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
1
Osaic Holdings
Arizona
$900K +$162K +5,030 +27%
BAM
2
Belpointe Asset Management
Nevada
$640K +$102K +3,174 +23%
TRCT
3
Tower Research Capital (TRC)
New York
$354K -$407K -12,656 -58%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$345K
PCIA
5
Prime Capital Investment Advisors
Kansas
$306K +$258K +8,019 New
WCG
6
Weaver Consulting Group
California
$282K +$237K +7,386 New
AWA
7
Acorn Wealth Advisors
Michigan
$264K +$222K +6,909 New
S
8
SignatureFD
Georgia
$115K
HI
9
Harbour Investments
Wisconsin
$28.7K
CIAS
10
Capital Investment Advisory Services
North Carolina
$25.1K -$3.05K -95 -13%
CWA
11
Carolina Wealth Advisors
South Carolina
$18.6K -$739 -23 -5%
FDCDDQ
12
Federation des caisses Desjardins du Quebec
Quebec, Canada
$13.6K
US Bancorp
13
US Bancorp
Minnesota
$9.94K +$8.36K +260 New
Morgan Stanley
14
Morgan Stanley
New York
$7.64K +$3.21K +100 +100%
BWL
15
Bogart Wealth LLC
Virginia
$6.11K
SS
16
Sunbelt Securities
Texas
$3.63K
UBS Group
17
UBS Group
Switzerland
$2.67K +$193 +6 +9%
VWM
18
Venturi Wealth Management
Texas
$1.87K +$1.57K +49 New
AF
19
Allworth Financial
California
$11
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
-$367K -12,310 Closed
ACA
21
Aptus Capital Advisors
Alabama
-$14.9K -500 Closed
Fidelity Investments
22
Fidelity Investments
Massachusetts
-$30 -1 Closed

LRNZ Hedge Fund Activity: Q4 2023 in Review

19 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in TrueShares Technology AI & Deep Learning ETF (LRNZ) for Q4 2023, worth a combined $3.32M — up 37% from $2.43M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new LRNZ positions and 3 closed out — a net gain of 2 holders — while 4 added to existing stakes and 3 trimmed.

The largest buyer was Prime Capital Investment Advisors, opening a new position worth an estimated $258K. The largest seller was Tower Research Capital (TRC), cutting an estimated $407K.

  • 19 institutional investors held TrueShares Technology AI & Deep Learning ETF (LRNZ) as of Q4 2023, up from 17 in Q3 2023.
  • Funds reported $3.32M of TrueShares Technology AI & Deep Learning ETF stock for Q4 2023, up 37% quarter-over-quarter.
  • 5 funds opened new TrueShares Technology AI & Deep Learning ETF positions in Q4 2023 and 3 closed out, a net change of +2 holders.
  • The largest TrueShares Technology AI & Deep Learning ETF buyer in Q4 2023 was Prime Capital Investment Advisors, an estimated $258K added.
  • The largest TrueShares Technology AI & Deep Learning ETF seller in Q4 2023 was Tower Research Capital (TRC), an estimated $407K sold.

Based on aggregated 13F filings for Q4 2023.