TrueShares Structured Outcome March ETF
MARZ
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.
100% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 2
20.03% more ownership
Funds ownership: 44.9% → 64.93% (+20%)
20% more capital invested
Capital invested by funds: $11.5M → $13.8M (+$2.26M)
13% more funds holding
Funds holding: 16 → 18 (+2)
40% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CW
CreativeOne Wealth
Overland Park,
Kansas
|
+$800K |
| 2 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$358K |
| 3 |
AWA
Authentikos Wealth Advisory
Morgan Hill,
California
|
+$254K |
| 4 |
ECA
Elevated Capital Advisors
Sandy,
Utah
|
+$208K |
| 5 |
Wolverine Trading
Chicago,
Illinois
|
+$30.9K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$247K |
| 2 |
MAWAG
Mid-American Wealth Advisory Group
Kansas City,
Missouri
|
-$101K |
| 3 |
GLR
Great Lakes Retirement
Sandusky,
Ohio
|
-$7.64K |
| 4 |
WCG
Weaver Consulting Group
Huntington Beach,
California
|
-$1.88K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$1.64K |
MARZ Hedge Fund Activity: Q3 2024 in Review
18 of the 6,969 institutional investors tracked by Wall St. Rank reported a position in TrueShares Structured Outcome March ETF (MARZ) for Q3 2024, worth a combined $13.8M — up 20% from $11.5M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new MARZ positions and 2 closed out — a net gain of 2 holders — while 3 added to existing stakes and 5 trimmed.
The largest buyer was CreativeOne Wealth, opening a new position worth an estimated $800K. The largest seller was Susquehanna International Group, exiting entirely with an estimated $247K sold.
- 18 institutional investors held TrueShares Structured Outcome March ETF (MARZ) as of Q3 2024, up from 16 in Q2 2024.
- Funds reported $13.8M of TrueShares Structured Outcome March ETF stock for Q3 2024, up 20% quarter-over-quarter.
- 4 funds opened new TrueShares Structured Outcome March ETF positions in Q3 2024 and 2 closed out, a net change of +2 holders.
- The largest TrueShares Structured Outcome March ETF buyer in Q3 2024 was CreativeOne Wealth, an estimated $800K added.
- The largest TrueShares Structured Outcome March ETF seller in Q3 2024 was Susquehanna International Group, an estimated $247K sold.
Based on aggregated 13F filings for Q3 2024.