MARZ icon

TrueShares Structured Outcome March ETF
MARZ

Overview Fund Activity

18 hedge funds and large institutions have $13.8M invested in TrueShares Structured Outcome March ETF in 2024 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 3 increasing their positions, 5 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
18
Holders Change
+2
Holders Change %
+12.5%
% of All Funds
0.26%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
3
Reduced
5
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CW
CreativeOne Wealth
Kansas
$823K
2
AWM
AE Wealth Management
Kansas
$5.02M
3
AWA
Authentikos Wealth Advisory
California
$261K
4
ECA
Elevated Capital Advisors
Utah
$470K
5
Wolverine Trading
Wolverine Trading
Illinois
$307K

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
2
MAWAG
Mid-American Wealth Advisory Group
Missouri
$2.37M
3
GLR
Great Lakes Retirement
Ohio
$360K
4
WCG
Weaver Consulting Group
California
$1.8M
5
UBS Group
UBS Group
Switzerland
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
1
AE Wealth Management
Kansas
$5.02M +$369K +11,443 +8%
MAWAG
2
Mid-American Wealth Advisory Group
Missouri
$2.37M -$104K -3,232 -4%
WCG
3
Weaver Consulting Group
California
$1.8M -$1.93K -60 -0.1%
LAS
4
Lloyd Advisory Services
Georgia
$1.71M -$1.03K -32 -0.1%
CW
5
CreativeOne Wealth
Kansas
$823K +$823K +25,554 New
HBS
6
Howard Bailey Securities
Indiana
$474K +$474K +14,725 New
ECA
7
Elevated Capital Advisors
Utah
$470K +$214K +6,655 +84%
GLR
8
Great Lakes Retirement
Ohio
$360K -$7.86K -244 -2%
Wolverine Trading
9
Wolverine Trading
Illinois
$307K +$31.8K +987 +12%
AWA
10
Authentikos Wealth Advisory
California
$261K +$261K +8,102 New
CIAS
11
Capital Investment Advisory Services
North Carolina
$128K – – –
HI
12
Harbour Investments
Wisconsin
$49.4K – – –
DFA
13
DHJJ Financial Advisors
Illinois
$11.6K – – –
PA
14
Pineridge Advisors
Missouri
$6.28K -$483 -15 -7%
CAS
15
Coppell Advisory Solutions
Texas
$5.12K – – –
Northwestern Mutual Wealth Management
16
Northwestern Mutual Wealth Management
Wisconsin
$1.13K +$1.13K +35 New
RWPA
17
Richard W. Paul & Associates
Michigan
$805 – – –
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
– -$247K -7,982 Closed
UBS Group
19
UBS Group
Switzerland
– -$1.64K -53 Closed