NOVZ icon

TrueShares Structured Outcome November ETF
NOVZ

Overview Fund Activity

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.

New
Increased
Maintained
Reduced
Closed
Holders
17
Holders Change
+5
Holders Change %
+41.67%
% of All Funds
0.25%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
3
Reduced
5
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LAS
Lloyd Advisory Services
Georgia
$1.4M
2
Wolverine Trading
Wolverine Trading
Illinois
$1.16M
3
AWM
AE Wealth Management
Kansas
$9.7M
4
OMC
Old Mission Capital
Illinois
$273K
5
Creative Planning
Creative Planning
Kansas
$208K

Top Sellers

1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$0
2
AWA
Authentikos Wealth Advisory
California
$0
3
VBFP
Valtinson Bruner Financial Planning
Minnesota
$2.82M
4
GLR
Great Lakes Retirement
Ohio
$369K
5
BOSSRA
B.O.S.S. Retirement Advisors
Utah
$661K
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
1
AE Wealth Management
Kansas
$9.7M +$684K +19,299 +8%
VBFP
2
Valtinson Bruner Financial Planning
Minnesota
$2.82M -$161K -4,649 -5%
LAS
3
Lloyd Advisory Services
Georgia
$1.4M +$1.4M +40,223 New
Wolverine Trading
4
Wolverine Trading
Illinois
$1.16M +$1.16M +33,387 New
BOSSRA
5
B.O.S.S. Retirement Advisors
Utah
$661K -$13.1K -378 -2%
GLR
6
Great Lakes Retirement
Ohio
$369K -$84.4K -2,432 -19%
OMC
7
Old Mission Capital
Illinois
$273K +$273K +7,863 New
Creative Planning
8
Creative Planning
Kansas
$208K +$208K +6,000 New
I2I
9
Insight 2811 Inc
Illinois
$207K +$207K +5,961 New
Osaic Holdings
10
Osaic Holdings
Arizona
$54.5K – – –
SWM
11
Spire Wealth Management
Virginia
$42.5K – – –
DFA
12
DHJJ Financial Advisors
Illinois
$24.5K -$1.04K -30 -4%
PA
13
Pineridge Advisors
Missouri
$6.89K +$6.89K +198 New
OLVIG
14
Oliver Lagore Vanvalin Investment Group
Michigan
$1.56K -$694 -20 -31%
UBS Group
15
UBS Group
Switzerland
$1.04K +$486 +14 +88%
RWPA
16
Richard W. Paul & Associates
Michigan
$710 +$178 +5 +33%
TAM
17
Tucker Asset Management
Colorado
$139 +$139 +4 New
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
– -$243K -7,433 Closed
AWA
19
Authentikos Wealth Advisory
California
– -$214K -6,557 Closed