TrueShares Structured Outcome November ETF
NOVZ
17 hedge funds and large institutions have $16.9M invested in TrueShares Structured Outcome November ETF in 2023 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 3 increasing their positions, 5 reducing their positions, and 2 closing their positions.
250% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 2
42% more funds holding
Funds holding: 12 → 17 (+5)
33% more capital invested
Capital invested by funds: $12.8M → $16.9M (+$4.17M)
12.99% more ownership
Funds ownership: 79.66% → 92.65% (+13%)
40% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LAS
Lloyd Advisory Services
Suwanee,
Georgia
|
+$1.35M |
| 2 |
Wolverine Trading
Chicago,
Illinois
|
+$1.12M |
| 3 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$649K |
| 4 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$265K |
| 5 |
Creative Planning
Overland Park,
Kansas
|
+$202K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$243K |
| 2 |
AWA
Authentikos Wealth Advisory
Morgan Hill,
California
|
-$214K |
| 3 |
VBFP
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
|
-$156K |
| 4 |
GLR
Great Lakes Retirement
Sandusky,
Ohio
|
-$81.8K |
| 5 |
BOSSRA
B.O.S.S. Retirement Advisors
Lehi,
Utah
|
-$12.7K |
NOVZ Hedge Fund Activity: Q4 2023 in Review
17 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in TrueShares Structured Outcome November ETF (NOVZ) for Q4 2023, worth a combined $16.9M — up 33% from $12.8M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new NOVZ positions and 2 closed out — a net gain of 5 holders — while 3 added to existing stakes and 5 trimmed.
The largest buyer was Lloyd Advisory Services, opening a new position worth an estimated $1.35M. The largest seller was Commonwealth Equity Services, exiting entirely with an estimated $243K sold.
- 17 institutional investors held TrueShares Structured Outcome November ETF (NOVZ) as of Q4 2023, up from 12 in Q3 2023.
- Funds reported $16.9M of TrueShares Structured Outcome November ETF stock for Q4 2023, up 33% quarter-over-quarter.
- 7 funds opened new TrueShares Structured Outcome November ETF positions in Q4 2023 and 2 closed out, a net change of +5 holders.
- The largest TrueShares Structured Outcome November ETF buyer in Q4 2023 was Lloyd Advisory Services, an estimated $1.35M added.
- The largest TrueShares Structured Outcome November ETF seller in Q4 2023 was Commonwealth Equity Services, an estimated $243K sold.
Based on aggregated 13F filings for Q4 2023.