TrueShares Structured Outcome November ETF
NOVZ
12 hedge funds and large institutions have $12.8M invested in TrueShares Structured Outcome November ETF in 2023 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 0 increasing their positions, 2 reducing their positions, and 4 closing their positions.
339% more capital inflows, than outflows
Capital inflows: $9.9M | Capital outflows: $2.26M
181.71% more ownership
Funds ownership: 208.6% → 390.31% (+182%)
100% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 4
33% more funds holding
Funds holding: 9 → 12 (+3)
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AE Wealth Management
Topeka,
Kansas
|
+$8.58M |
| 2 |
B.O.S.S. Retirement Advisors
Lehi,
Utah
|
+$655K |
| 3 |
Great Lakes Retirement
Sandusky,
Ohio
|
+$441K |
| 4 |
Authentikos Wealth Advisory
Morgan Hill,
California
|
+$221K |
| 5 |
DHJJ Financial Advisors
Naperville,
Illinois
|
+$24.8K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SkyView Investment Advisors
Shrewsbury,
New Jersey
|
-$1.53M |
| 2 |
Old Mission Capital
Chicago,
Illinois
|
-$435K |
| 3 |
I2I
Insight 2811 Inc
Chicago,
Illinois
|
-$201K |
| 4 |
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
|
-$37.7K |
| 5 |
Castleview Partners
Dallas,
Texas
|
-$28.3K |
NOVZ Hedge Fund Activity: Q3 2023 in Review
12 of the 6,316 institutional investors tracked by Wall St. Rank reported a position in TrueShares Structured Outcome November ETF (NOVZ) for Q3 2023, worth a combined $12.8M — up 82% from $7.02M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new NOVZ positions and 4 closed out — a net gain of 4 holders — while 0 added to existing stakes and 2 trimmed.
The largest buyer was AE Wealth Management, opening a new position worth an estimated $8.58M. The largest seller was SkyView Investment Advisors, exiting entirely with an estimated $1.53M sold.
- 12 institutional investors held TrueShares Structured Outcome November ETF (NOVZ) as of Q3 2023, up from 9 in Q2 2023.
- Funds reported $12.8M of TrueShares Structured Outcome November ETF stock for Q3 2023, up 82% quarter-over-quarter.
- 8 funds opened new TrueShares Structured Outcome November ETF positions in Q3 2023 and 4 closed out, a net change of +4 holders.
- The largest TrueShares Structured Outcome November ETF buyer in Q3 2023 was AE Wealth Management, an estimated $8.58M added.
- The largest TrueShares Structured Outcome November ETF seller in Q3 2023 was SkyView Investment Advisors, an estimated $1.53M sold.
Based on aggregated 13F filings for Q3 2023.