TrueShares Structured Outcome March ETF
MARZ
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.
New
Increased
Maintained
Reduced
Closed
Holders
11
Holders Change
+4
Holders Change %
+57.14%
% of All Funds
0.16%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
5
Increased
1
Reduced
2
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
Top Sellers
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
$4.25M |
| 2 |
CIAS
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$120K |
| 3 |
Morgan Stanley
New York
|
$0 |
| Name | Holding | Trade Value |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
AFS
1
Access Financial Services
Minneapolis,
Minnesota
| $17.7M | +$17.7M | +590,586 | New |
|
|
AWM
2
AE Wealth Management
Topeka,
Kansas
| $4.25M | -$6.04M | -201,171 | -59% |
|
|
WCG
3
Weaver Consulting Group
Huntington Beach,
California
| $1.68M | – | – | – |
|
|
CW
4
CreativeOne Wealth
Overland Park,
Kansas
| $1.62M | +$1.62M | +53,811 | New |
|
|
GLR
5
Great Lakes Retirement
Sandusky,
Ohio
| $377K | +$377K | +12,538 | New |
|
|
CIAS
6
Capital Investment Advisory Services
Raleigh,
North Carolina
| $120K | -$1.35K | -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 | +$6.79K | +226 | New |
|
10
UBS Group
Zurich,
Switzerland
| $2.01K | +$1.5K | +50 | +294% |
|
|
RWPA
11
Richard W. Paul & Associates
Novi,
Michigan
| $751 | +$751 | +25 | New |
|
|
12
Morgan Stanley
New York
| – | -$60 | -2 | Closed |
|