TrueShares Structured Outcome March ETF
MARZ
5 hedge funds and large institutions have $2.6M invested in TrueShares Structured Outcome March ETF in 2023 Q1 according to their latest regulatory filings, with 0 funds opening new positions, 3 increasing their positions, 0 reducing their positions, and 1 closing their positions.
14% more capital invested
Capital invested by funds: $2.29M → $2.6M (+$311K)
3.9% more ownership
Funds ownership: 61.62% → 65.53% (+3.9%)
17% less funds holding
Funds holding: 6 → 5 (-1)
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$133K |
| 2 |
CW
CreativeOne Wealth
Overland Park,
Kansas
|
+$51.1K |
| 3 |
CIAS
Capital Investment Advisory Services
Raleigh,
North Carolina
|
+$794 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$33.5K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WCG
1
Weaver Consulting Group
Huntington Beach,
California
| $1.5M | – | – | – |
|
|
OMC
2
Old Mission Capital
Chicago,
Illinois
| $490K | +$133K | +5,185 | +39% |
|
|
CW
3
CreativeOne Wealth
Overland Park,
Kansas
| $464K | +$51.1K | +1,995 | +13% |
|
|
CIAS
4
Capital Investment Advisory Services
Raleigh,
North Carolina
| $106K | +$794 | +31 | +0.8% |
|
|
HI
5
Harbour Investments
Madison,
Wisconsin
| $40.6K | – | – | – |
|
|
6
UBS Group
Zurich,
Switzerland
| – | -$33.5K | -1,354 | Closed |
|
MARZ Hedge Fund Activity: Q1 2023 in Review
5 of the 6,277 institutional investors tracked by Wall St. Rank reported a position in TrueShares Structured Outcome March ETF (MARZ) for Q1 2023, worth a combined $2.6M — up 14% from $2.29M a quarter earlier.
Sellers outnumbered buyers: 1 fund closed out of MARZ and 0 opened new positions — a net loss of 1 holder — while 0 trimmed existing stakes and 3 added.
The largest buyer was Old Mission Capital, adding an estimated $133K. The largest seller was UBS Group, exiting entirely with an estimated $33.5K sold.
- 5 institutional investors held TrueShares Structured Outcome March ETF (MARZ) as of Q1 2023, down from 6 in Q4 2022.
- Funds reported $2.6M of TrueShares Structured Outcome March ETF stock for Q1 2023, up 14% quarter-over-quarter.
- 0 funds opened new TrueShares Structured Outcome March ETF positions in Q1 2023 and 1 closed out, a net change of -1 holder.
- The largest TrueShares Structured Outcome March ETF buyer in Q1 2023 was Old Mission Capital, an estimated $133K added.
- The largest TrueShares Structured Outcome March ETF seller in Q1 2023 was UBS Group, an estimated $33.5K sold.
Based on aggregated 13F filings for Q1 2023.