TrueShares Structured Outcome March ETF
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.
479% more capital invested
Capital invested by funds: $1.98M → $11.5M (+$9.48M)
237.33% more ownership
Funds ownership: 51.57% → 288.91% (+237%)
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
40% more funds holding
Funds holding: 5 → 7 (+2)
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$9.67M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$480 |
| 3 |
Morgan Stanley
New York
|
+$56 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$271K |
| 2 |
WCG
Weaver Consulting Group
Huntington Beach,
California
|
-$14.8K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AWM
1
AE Wealth Management
Topeka,
Kansas
| $9.74M | +$9.67M | +342,648 | New |
|
|
WCG
2
Weaver Consulting Group
Huntington Beach,
California
| $1.55M | -$14.8K | -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 | +$480 | +17 | New |
|
|
7
Morgan Stanley
New York
| $60 | +$56 | +2 | New |
|
|
OMC
8
Old Mission Capital
Chicago,
Illinois
| – | -$271K | -9,877 | Closed |
|
MARZ Hedge Fund Activity: Q4 2023 in Review
7 of the 6,863 institutional investors tracked by Wall St. Rank reported a position in TrueShares Structured Outcome March ETF (MARZ) for Q4 2023, worth a combined $11.5M — up 479% from $1.98M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new MARZ positions and 1 closed out — a net gain of 2 holders — while 0 added to existing stakes and 1 trimmed.
The largest buyer was AE Wealth Management, opening a new position worth an estimated $9.67M. The largest seller was Old Mission Capital, exiting entirely with an estimated $271K sold.
- 7 institutional investors held TrueShares Structured Outcome March ETF (MARZ) as of Q4 2023, up from 5 in Q3 2023.
- Funds reported $11.5M of TrueShares Structured Outcome March ETF stock for Q4 2023, up 479% quarter-over-quarter.
- 3 funds opened new TrueShares Structured Outcome March ETF positions in Q4 2023 and 1 closed out, a net change of +2 holders.
- The largest TrueShares Structured Outcome March ETF buyer in Q4 2023 was AE Wealth Management, an estimated $9.67M added.
- The largest TrueShares Structured Outcome March ETF seller in Q4 2023 was Old Mission Capital, an estimated $271K sold.
Based on aggregated 13F filings for Q4 2023.