TrueShares Structured Outcome May ETF
MAYZ
11 hedge funds and large institutions have $5.68M invested in TrueShares Structured Outcome May ETF in 2024 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 1 increasing their positions, 2 reducing their positions, and 1 closing their positions.
500% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 1
83% more funds holding
Funds holding: 6 → 11 (+5)
75% more capital invested
Capital invested by funds: $3.25M → $5.68M (+$2.43M)
2.36% more ownership
Funds ownership: 56.62% → 58.98% (+2.4%)
50% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$2.19M |
| 2 |
OWA
Outlook Wealth Advisors
Shenandoah,
Texas
|
+$337K |
| 3 |
CIAS
Capital Investment Advisory Services
Raleigh,
North Carolina
|
+$3.35K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWS
Atria Wealth Solutions
New York
|
-$305K |
| 2 |
CW
CreativeOne Wealth
Overland Park,
Kansas
|
-$65.8K |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$16K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AWM
1
AE Wealth Management
Topeka,
Kansas
| $2.14M | +$2.19M | +71,304 | New |
|
|
WCG
2
Weaver Consulting Group
Huntington Beach,
California
| $1.66M | – | – | – |
|
|
3
Commonwealth Equity Services
Waltham,
Massachusetts
| $601K | -$16K | -519 | -3% |
|
|
FWM
4
FSR Wealth Management
Elmhurst,
Illinois
| $342K | +$349K | +11,358 | New |
|
|
OWA
5
Outlook Wealth Advisors
Shenandoah,
Texas
| $330K | +$337K | +10,958 | New |
|
|
CW
6
CreativeOne Wealth
Overland Park,
Kansas
| $316K | -$65.8K | -2,141 | -17% |
|
|
CIAS
7
Capital Investment Advisory Services
Raleigh,
North Carolina
| $268K | +$3.35K | +109 | +1% |
|
|
DFA
8
DHJJ Financial Advisors
Naperville,
Illinois
| $6.32K | – | – | – |
|
|
Q1WB
9
Quest 10 Wealth Builders
Fuquay-Varina,
Virginia
| $5.99K | +$6.12K | +199 | New |
|
|
CAWM
10
Capital A Wealth Management
New Castle,
Pennsylvania
| $180 | +$185 | +6 | New |
|
|
T
11
Transce3nd
Kyle,
Texas
| $60 | +$62 | +2 | New |
|
|
AWS
12
Atria Wealth Solutions
New York
| – | -$305K | -10,114 | Closed |
|
MAYZ Hedge Fund Activity: Q4 2024 in Review
11 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in TrueShares Structured Outcome May ETF (MAYZ) for Q4 2024, worth a combined $5.68M — up 75% from $3.25M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new MAYZ positions and 1 closed out — a net gain of 5 holders — while 1 added to existing stakes and 2 trimmed.
The largest buyer was AE Wealth Management, opening a new position worth an estimated $2.19M. The largest seller was Atria Wealth Solutions, exiting entirely with an estimated $305K sold.
- 11 institutional investors held TrueShares Structured Outcome May ETF (MAYZ) as of Q4 2024, up from 6 in Q3 2024.
- Funds reported $5.68M of TrueShares Structured Outcome May ETF stock for Q4 2024, up 75% quarter-over-quarter.
- 6 funds opened new TrueShares Structured Outcome May ETF positions in Q4 2024 and 1 closed out, a net change of +5 holders.
- The largest TrueShares Structured Outcome May ETF buyer in Q4 2024 was AE Wealth Management, an estimated $2.19M added.
- The largest TrueShares Structured Outcome May ETF seller in Q4 2024 was Atria Wealth Solutions, an estimated $305K sold.
Based on aggregated 13F filings for Q4 2024.