TrueShares Structured Outcome March ETF
MARZ
16 hedge funds and large institutions have $11.5M invested in TrueShares Structured Outcome March ETF in 2024 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 1 increasing their positions, 4 reducing their positions, and 2 closing their positions.
250% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 2
45% more funds holding
Funds holding: 11 → 16 (+5)
19.32% less ownership
Funds ownership: 64.22% → 44.9% (-19%)
55% less capital invested
Capital invested by funds: $25.9M → $11.5M (-$14.3M)
75% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 4
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MAWAG
Mid-American Wealth Advisory Group
Kansas City,
Missouri
|
+$2.31M |
| 2 |
LAS
Lloyd Advisory Services
Suwanee,
Georgia
|
+$1.59M |
| 3 |
Wolverine Trading
Chicago,
Illinois
|
+$257K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$240K |
| 5 |
ECA
Elevated Capital Advisors
Sandy,
Utah
|
+$238K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AFS
Access Financial Services
Minneapolis,
Minnesota
|
-$17.7M |
| 2 |
CW
CreativeOne Wealth
Overland Park,
Kansas
|
-$1.62M |
| 3 |
GLR
Great Lakes Retirement
Sandusky,
Ohio
|
-$33.5K |
| 4 |
WCG
Weaver Consulting Group
Huntington Beach,
California
|
-$1.35K |
| 5 |
PA
Pineridge Advisors
St. Charles,
Missouri
|
-$481 |
MARZ Hedge Fund Activity: Q2 2024 in Review
16 of the 6,929 institutional investors tracked by Wall St. Rank reported a position in TrueShares Structured Outcome March ETF (MARZ) for Q2 2024, worth a combined $11.5M — down 55% from $25.9M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new MARZ positions and 2 closed out — a net gain of 5 holders — while 1 added to existing stakes and 4 trimmed.
The largest buyer was Mid-American Wealth Advisory Group, opening a new position worth an estimated $2.31M. The largest seller was Access Financial Services, exiting entirely with an estimated $17.7M sold.
- 16 institutional investors held TrueShares Structured Outcome March ETF (MARZ) as of Q2 2024, up from 11 in Q1 2024.
- Funds reported $11.5M of TrueShares Structured Outcome March ETF stock for Q2 2024, down 55% quarter-over-quarter.
- 7 funds opened new TrueShares Structured Outcome March ETF positions in Q2 2024 and 2 closed out, a net change of +5 holders.
- The largest TrueShares Structured Outcome March ETF buyer in Q2 2024 was Mid-American Wealth Advisory Group, an estimated $2.31M added.
- The largest TrueShares Structured Outcome March ETF seller in Q2 2024 was Access Financial Services, an estimated $17.7M sold.
Based on aggregated 13F filings for Q2 2024.