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TrueShares Structured Outcome March ETF
MARZ

5 hedge funds and large institutions have $1.98M invested in TrueShares Structured Outcome March 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 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 1

25% more funds holding

Funds holding: 4 → 5 (+1)

7.34% less ownership

Funds ownership: 58.92% → 51.57% (-7.3%)

15% less capital invested

Capital invested by funds: $2.32M → $1.98M (-$343K)

100% less repeat investments, than reductions

Existing positions increased: 0 | Existing positions reduced: 1

Holders
5
Holders Change
+1
Holders Change %
+25%
% of All Funds
0.08%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
–
Reduced
1
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
OMC
Old Mission Capital
Illinois
+$278K
2
DFA
DHJJ Financial Advisors
Illinois
+$10.1K

Top Sellers

Rank Fund Capital Flow
1
CW
CreativeOne Wealth
Kansas
-$571K
2
WCG
Weaver Consulting Group
California
-$6.37K
Name Holding Trade Value Shares
Change 		Change in
Stake
WCG
1
Weaver Consulting Group
California
$1.55M -$6.37K -226 -0.4%
OMC
2
Old Mission Capital
Illinois
$271K +$278K +9,877 New
CIAS
3
Capital Investment Advisory Services
North Carolina
$110K – – –
HI
4
Harbour Investments
Wisconsin
$42.1K – – –
DFA
5
DHJJ Financial Advisors
Illinois
$9.87K +$10.1K +360 New
CW
6
CreativeOne Wealth
Kansas
– -$571K -20,294 Closed

MARZ Hedge Fund Activity: Q3 2023 in Review

5 of the 6,303 institutional investors tracked by Wall St. Rank reported a position in TrueShares Structured Outcome March ETF (MARZ) for Q3 2023, worth a combined $1.98M — down 15% from $2.32M a quarter earlier.

Buyers outnumbered sellers: 2 funds opened new MARZ positions and 1 closed out — a net gain of 1 holder — while 0 added to existing stakes and 1 trimmed.

The largest buyer was Old Mission Capital, opening a new position worth an estimated $278K. The largest seller was CreativeOne Wealth, exiting entirely with an estimated $571K sold.

  • 5 institutional investors held TrueShares Structured Outcome March ETF (MARZ) as of Q3 2023, up from 4 in Q2 2023.
  • Funds reported $1.98M of TrueShares Structured Outcome March ETF stock for Q3 2023, down 15% quarter-over-quarter.
  • 2 funds opened new TrueShares Structured Outcome March ETF positions in Q3 2023 and 1 closed out, a net change of +1 holder.
  • The largest TrueShares Structured Outcome March ETF buyer in Q3 2023 was Old Mission Capital, an estimated $278K added.
  • The largest TrueShares Structured Outcome March ETF seller in Q3 2023 was CreativeOne Wealth, an estimated $571K sold.

Based on aggregated 13F filings for Q3 2023.