TrueShares Structured Outcome March ETF
MARZ
MARZ
7 hedge funds and large institutions have $11.5M invested in TrueShares Structured Outcome March ETF in 2023 Q4 according to their latest regulatory filings, with 3 funds opening new positions, increasing their positions, 1 reducing their positions, and 1 closing their positions.
New
Increased
Maintained
Reduced
Closed
Holders
7
Holders Change
+2
Holders Change %
+40%
% of All Funds
0.1%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
–
Reduced
1
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
$9.74M |
| 2 |
UBS Group
Zurich,
Switzerland
|
$472 |
| 3 |
Morgan Stanley
New York
|
$60 |
Top Sellers
| 1 |
OMC
Old Mission Capital
Chicago,
Illinois
|
$0 |
| 2 |
WCG
Weaver Consulting Group
Huntington Beach,
California
|
$1.55M |
| Name | Holding | Trade Value |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
AWM
1
AE Wealth Management
Topeka,
Kansas
| $9.74M | +$9.74M | +342,648 | New |
|
|
WCG
2
Weaver Consulting Group
Huntington Beach,
California
| $1.55M | -$14.6K | -524 | -0.9% |
|
|
CIAS
3
Capital Investment Advisory Services
Raleigh,
North Carolina
| $112K | – | – | – |
|
|
HI
4
Harbour Investments
Madison,
Wisconsin
| $42.6K | – | – | – |
|
|
DFA
5
DHJJ Financial Advisors
Naperville,
Illinois
| $10K | – | – | – |
|
|
6
UBS Group
Zurich,
Switzerland
| $472 | +$472 | +17 | New |
|
|
7
Morgan Stanley
New York
| $60 | +$60 | +2 | New |
|
|
OMC
8
Old Mission Capital
Chicago,
Illinois
| – | -$271K | -9,877 | Closed |
|