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TrueShares Structured Outcome March ETF
MARZ

4 hedge funds and large institutions have $2.32M invested in TrueShares Structured Outcome March ETF in 2023 Q2 according to their latest regulatory filings, with funds opening new positions, 1 increasing their positions, 1 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 1

6.61% less ownership

Funds ownership: 65.53% → 58.92% (-6.6%)

11% less capital invested

Capital invested by funds: $2.6M → $2.32M (-$279K)

20% less funds holding

Funds holding: 5 → 4 (-1)

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 1

Holders
4
Holders Change
-1
Holders Change %
-20%
% of All Funds
0.06%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
–
Increased
1
Reduced
1
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CW
CreativeOne Wealth
Kansas
+$74.6K

Top Sellers

Rank Fund Capital Flow
1
OMC
Old Mission Capital
Illinois
-$490K
2
WCG
Weaver Consulting Group
California
-$1.7K
Name Holding Trade Value Shares
Change 		Change in
Stake
WCG
1
Weaver Consulting Group
California
$1.59M -$1.7K -63 -0.1%
CW
2
CreativeOne Wealth
Kansas
$571K +$74.6K +2,770 +16%
CIAS
3
Capital Investment Advisory Services
North Carolina
$113K – – –
HI
4
Harbour Investments
Wisconsin
$43.2K – – –
OMC
5
Old Mission Capital
Illinois
– -$490K -18,511 Closed

MARZ Hedge Fund Activity: Q2 2023 in Review

4 of the 6,371 institutional investors tracked by Wall St. Rank reported a position in TrueShares Structured Outcome March ETF (MARZ) for Q2 2023, worth a combined $2.32M — down 11% from $2.6M a quarter earlier.

Sellers outnumbered buyers: 1 fund closed out of MARZ and 0 opened new positions — a net loss of 1 holder — while 1 trimmed existing stakes and 1 added.

The largest buyer was CreativeOne Wealth, adding an estimated $74.6K. The largest seller was Old Mission Capital, exiting entirely with an estimated $490K sold.

  • 4 institutional investors held TrueShares Structured Outcome March ETF (MARZ) as of Q2 2023, down from 5 in Q1 2023.
  • Funds reported $2.32M of TrueShares Structured Outcome March ETF stock for Q2 2023, down 11% quarter-over-quarter.
  • 0 funds opened new TrueShares Structured Outcome March ETF positions in Q2 2023 and 1 closed out, a net change of -1 holder.
  • The largest TrueShares Structured Outcome March ETF buyer in Q2 2023 was CreativeOne Wealth, an estimated $74.6K added.
  • The largest TrueShares Structured Outcome March ETF seller in Q2 2023 was Old Mission Capital, an estimated $490K sold.

Based on aggregated 13F filings for Q2 2023.