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TrueShares Structured Outcome March ETF

9 hedge funds and large institutions have $11.1M invested in TrueShares Structured Outcome March ETF in 2025 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 2 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

7.12% more ownership

Funds ownership: 68.63%75.75% (+7.1%)

0% more repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 2

26% less capital invested

Capital invested by funds: $15M → $11.1M (-$3.86M)

57% less funds holding

Funds holding: 219 (-12)

92% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 13

Holders
9
Holders Change
-12
Holders Change %
-57.14%
% of All Funds
0.12%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
2
Reduced
2
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TI
1
TrueMark Investments
Illinois
$6.54M +$3.14M +102,130 +105%
MAWAG
2
Mid-American Wealth Advisory Group
Missouri
$2.06M -$113K -3,686 -6%
WCG
3
Weaver Consulting Group
California
$1.82M +$400 +13 +0%
ECA
4
Elevated Capital Advisors
Utah
$581K
CIAS
5
Capital Investment Advisory Services
North Carolina
$45.3K
AWM
6
AE Wealth Management
Kansas
$44.4K -$4.55M -147,649 -99%
DFA
7
DHJJ Financial Advisors
Illinois
$11.8K
HI
8
Harbour Investments
Wisconsin
$9.83K
JP Morgan Chase
9
JP Morgan Chase
New York
$753 +$708 +23 New
LAS
10
Lloyd Advisory Services
Georgia
-$1.52M -50,265 Closed
BOSSRA
11
B.O.S.S. Retirement Advisors
Utah
-$821K -27,066 Closed
HBS
12
Howard Bailey Securities
Indiana
-$438K -14,460 Closed
GLR
13
Great Lakes Retirement
Ohio
-$303K -9,996 Closed
Q1WB
14
Quest 10 Wealth Builders
Virginia
-$16.9K -559 Closed
T
15
Transce3nd
Texas
-$16K -527 Closed
LRWM
16
Lord & Richards Wealth Management
Colorado
-$15.3K -504 Closed
PSFG
17
Park Square Financial Group
Georgia
-$9.01K -297 Closed
CAWM
18
Capital A Wealth Management
Pennsylvania
-$4.88K -161 Closed
PA
19
Pineridge Advisors
Missouri
-$4.15K -137 Closed
DRP
20
Decker Retirement Planning
Utah
-$2.09K -69 Closed
RWPA
21
Richard W. Paul & Associates
Michigan
-$792 -26 Closed

MARZ Hedge Fund Activity: Q2 2025 in Review

9 of the 7,603 institutional investors tracked by Wall St. Rank reported a position in TrueShares Structured Outcome March ETF (MARZ) for Q2 2025, worth a combined $11.1M — down 26% from $15M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of MARZ and 1 opened new positions — a net loss of 12 holders — while 2 trimmed existing stakes and 2 added.

The largest buyer was TrueMark Investments, adding an estimated $3.14M. The largest seller was AE Wealth Management, cutting an estimated $4.55M.

  • 9 institutional investors held TrueShares Structured Outcome March ETF (MARZ) as of Q2 2025, down from 21 in Q1 2025.
  • Funds reported $11.1M of TrueShares Structured Outcome March ETF stock for Q2 2025, down 26% quarter-over-quarter.
  • 1 fund opened new TrueShares Structured Outcome March ETF positions in Q2 2025 and 13 closed out, a net change of -12 holders.
  • The largest TrueShares Structured Outcome March ETF buyer in Q2 2025 was TrueMark Investments, an estimated $3.14M added.
  • The largest TrueShares Structured Outcome March ETF seller in Q2 2025 was AE Wealth Management, an estimated $4.55M sold.

Based on aggregated 13F filings for Q2 2025.