TrueShares Structured Outcome March ETF
MARZ
25 hedge funds and large institutions have $13.5M invested in TrueShares Structured Outcome March ETF in 2024 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 3 increasing their positions, 11 reducing their positions, and 1 closing their positions.
700% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 1
39% more funds holding
Funds holding: 18 → 25 (+7)
3.54% more ownership
Funds ownership: 64.93% → 68.46% (+3.5%)
2% less capital invested
Capital invested by funds: $13.8M → $13.5M (-$277K)
73% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 11
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BOSSRA
B.O.S.S. Retirement Advisors
Lehi,
Utah
|
+$878K |
| 2 |
ECA
Elevated Capital Advisors
Sandy,
Utah
|
+$127K |
| 3 |
Wells Fargo
San Francisco,
California
|
+$4.07K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$3.42K |
| 5 |
CIAS
Capital Investment Advisory Services
Raleigh,
North Carolina
|
+$1.97K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CW
CreativeOne Wealth
Overland Park,
Kansas
|
-$362K |
| 2 |
MAWAG
Mid-American Wealth Advisory Group
Kansas City,
Missouri
|
-$268K |
| 3 |
Wolverine Trading
Chicago,
Illinois
|
-$91.8K |
| 4 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$79K |
| 5 |
HBS
Howard Bailey Securities
Fort Wayne,
Indiana
|
-$55.3K |
MARZ Hedge Fund Activity: Q4 2024 in Review
25 of the 7,612 institutional investors tracked by Wall St. Rank reported a position in TrueShares Structured Outcome March ETF (MARZ) for Q4 2024, worth a combined $13.5M — down 2% from $13.8M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new MARZ positions and 1 closed out — a net gain of 7 holders — while 3 added to existing stakes and 11 trimmed.
The largest buyer was B.O.S.S. Retirement Advisors, opening a new position worth an estimated $878K. The largest seller was CreativeOne Wealth, cutting an estimated $362K.
- 25 institutional investors held TrueShares Structured Outcome March ETF (MARZ) as of Q4 2024, up from 18 in Q3 2024.
- Funds reported $13.5M of TrueShares Structured Outcome March ETF stock for Q4 2024, down 2% quarter-over-quarter.
- 8 funds opened new TrueShares Structured Outcome March ETF positions in Q4 2024 and 1 closed out, a net change of +7 holders.
- The largest TrueShares Structured Outcome March ETF buyer in Q4 2024 was B.O.S.S. Retirement Advisors, an estimated $878K added.
- The largest TrueShares Structured Outcome March ETF seller in Q4 2024 was CreativeOne Wealth, an estimated $362K sold.
Based on aggregated 13F filings for Q4 2024.