TrueShares Structured Outcome March ETF
MARZ
11 hedge funds and large institutions have $25.9M invested in TrueShares Structured Outcome March ETF in 2024 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 1 increasing their positions, 2 reducing their positions, and 1 closing their positions.
400% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 1
126% more capital invested
Capital invested by funds: $11.5M → $25.9M (+$14.4M)
57% more funds holding
Funds holding: 7 → 11 (+4)
50% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 2
224.69% less ownership
Funds ownership: 288.91% → 64.22% (-225%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AFS
Access Financial Services
Minneapolis,
Minnesota
|
+$17.1M |
| 2 |
CW
CreativeOne Wealth
Overland Park,
Kansas
|
+$1.55M |
| 3 |
GLR
Great Lakes Retirement
Sandusky,
Ohio
|
+$362K |
| 4 |
PA
Pineridge Advisors
St. Charles,
Missouri
|
+$6.53K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$1.44K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$5.81M |
| 2 |
CIAS
Capital Investment Advisory Services
Raleigh,
North Carolina
|
-$1.3K |
| 3 |
Morgan Stanley
New York
|
-$60 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AFS
1
Access Financial Services
Minneapolis,
Minnesota
| $17.7M | +$17.1M | +590,586 | New |
|
|
AWM
2
AE Wealth Management
Topeka,
Kansas
| $4.25M | -$5.81M | -201,171 | -59% |
|
|
WCG
3
Weaver Consulting Group
Huntington Beach,
California
| $1.68M | – | – | – |
|
|
CW
4
CreativeOne Wealth
Overland Park,
Kansas
| $1.62M | +$1.55M | +53,811 | New |
|
|
GLR
5
Great Lakes Retirement
Sandusky,
Ohio
| $377K | +$362K | +12,538 | New |
|
|
CIAS
6
Capital Investment Advisory Services
Raleigh,
North Carolina
| $120K | -$1.3K | -45 | -1% |
|
|
HI
7
Harbour Investments
Madison,
Wisconsin
| $46.1K | – | – | – |
|
|
DFA
8
DHJJ Financial Advisors
Naperville,
Illinois
| $10.8K | – | – | – |
|
|
PA
9
Pineridge Advisors
St. Charles,
Missouri
| $6.79K | +$6.53K | +226 | New |
|
|
10
UBS Group
Zurich,
Switzerland
| $2.01K | +$1.44K | +50 | +294% |
|
|
RWPA
11
Richard W. Paul & Associates
Novi,
Michigan
| $751 | +$722 | +25 | New |
|
|
12
Morgan Stanley
New York
| – | -$60 | -2 | Closed |
|
MARZ Hedge Fund Activity: Q1 2024 in Review
11 of the 6,946 institutional investors tracked by Wall St. Rank reported a position in TrueShares Structured Outcome March ETF (MARZ) for Q1 2024, worth a combined $25.9M — up 126% from $11.5M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new MARZ positions and 1 closed out — a net gain of 4 holders — while 1 added to existing stakes and 2 trimmed.
The largest buyer was Access Financial Services, opening a new position worth an estimated $17.1M. The largest seller was AE Wealth Management, cutting an estimated $5.81M.
- 11 institutional investors held TrueShares Structured Outcome March ETF (MARZ) as of Q1 2024, up from 7 in Q4 2023.
- Funds reported $25.9M of TrueShares Structured Outcome March ETF stock for Q1 2024, up 126% quarter-over-quarter.
- 5 funds opened new TrueShares Structured Outcome March ETF positions in Q1 2024 and 1 closed out, a net change of +4 holders.
- The largest TrueShares Structured Outcome March ETF buyer in Q1 2024 was Access Financial Services, an estimated $17.1M added.
- The largest TrueShares Structured Outcome March ETF seller in Q1 2024 was AE Wealth Management, an estimated $5.81M sold.
Based on aggregated 13F filings for Q1 2024.