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TrueShares Structured Outcome March ETF

21 hedge funds and large institutions have $15M invested in TrueShares Structured Outcome March ETF in 2025 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 8 increasing their positions, 6 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 6

11% more capital invested

Capital invested by funds: $13.5M → $15M (+$1.46M)

0.16% more ownership

Funds ownership: 68.46%68.63% (+0.16%)

16% less funds holding

Funds holding: 2521 (-4)

67% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 6

Holders
21
Holders Change
-4
Holders Change %
-16%
% of All Funds
0.28%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
8
Reduced
6
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1
AE Wealth Management
Kansas
$4.52M -$144K -4,579 -3%
TI
2
TrueMark Investments
Illinois
$2.96M +$3.07M +97,617 New
MAWAG
3
Mid-American Wealth Advisory Group
Missouri
$2.02M +$36.6K +1,162 +2%
WCG
4
Weaver Consulting Group
California
$1.68M +$33.1K +1,051 +2%
LAS
5
Lloyd Advisory Services
Georgia
$1.52M -$52K -1,652 -3%
BOSSRA
6
B.O.S.S. Retirement Advisors
Utah
$821K +$10.3K +327 +1%
ECA
7
Elevated Capital Advisors
Utah
$581K +$22.4K +711 +4%
HBS
8
Howard Bailey Securities
Indiana
$438K +$44.6K +1,418 +11%
GLR
9
Great Lakes Retirement
Ohio
$303K -$14.1K -447 -4%
CIAS
10
Capital Investment Advisory Services
North Carolina
$41.9K -$83.7K -2,660 -66%
Q1WB
11
Quest 10 Wealth Builders
Virginia
$16.9K +$13.7K +435 +351%
T
12
Transce3nd
Texas
$16K
LRWM
13
Lord & Richards Wealth Management
Colorado
$15.3K +$15.9K +504 New
DFA
14
DHJJ Financial Advisors
Illinois
$10.9K
HI
15
Harbour Investments
Wisconsin
$9.1K -$38.9K -1,235 -80%
PSFG
16
Park Square Financial Group
Georgia
$9.01K +$4.22K +134 +82%
CAWM
17
Capital A Wealth Management
Pennsylvania
$4.88K -$11.2K -356 -69%
PA
18
Pineridge Advisors
Missouri
$4.15K +$31 +1 +0.7%
DRP
19
Decker Retirement Planning
Utah
$2.09K
RWPA
20
Richard W. Paul & Associates
Michigan
$792
CW
21
CreativeOne Wealth
Kansas
-$456K -14,547 Closed
AWA
22
Authentikos Wealth Advisory
California
-$250K -7,973 Closed
Wolverine Trading
23
Wolverine Trading
Illinois
-$212K -6,734 Closed
CAS
24
Coppell Advisory Solutions
Texas
-$4.98K -158 Closed
Wells Fargo
25
Wells Fargo
California
-$3.89K -124 Closed

MARZ Hedge Fund Activity: Q1 2025 in Review

21 of the 7,463 institutional investors tracked by Wall St. Rank reported a position in TrueShares Structured Outcome March ETF (MARZ) for Q1 2025, worth a combined $15M — up 11% from $13.5M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of MARZ and 2 opened new positions — a net loss of 4 holders — while 6 trimmed existing stakes and 8 added.

The largest buyer was TrueMark Investments, opening a new position worth an estimated $3.07M. The largest seller was CreativeOne Wealth, exiting entirely with an estimated $456K sold.

  • 21 institutional investors held TrueShares Structured Outcome March ETF (MARZ) as of Q1 2025, down from 25 in Q4 2024.
  • Funds reported $15M of TrueShares Structured Outcome March ETF stock for Q1 2025, up 11% quarter-over-quarter.
  • 2 funds opened new TrueShares Structured Outcome March ETF positions in Q1 2025 and 6 closed out, a net change of -4 holders.
  • The largest TrueShares Structured Outcome March ETF buyer in Q1 2025 was TrueMark Investments, an estimated $3.07M added.
  • The largest TrueShares Structured Outcome March ETF seller in Q1 2025 was CreativeOne Wealth, an estimated $456K sold.

Based on aggregated 13F filings for Q1 2025.