TrueShares Structured Outcome November ETF
NOVZ
15 hedge funds and large institutions have $10.6M invested in TrueShares Structured Outcome November ETF in 2024 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 2 increasing their positions, 6 reducing their positions, and 2 closing their positions.
150% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 2
29% more capital invested
Capital invested by funds: $8.2M → $10.6M (+$2.39M)
25% more funds holding
Funds holding: 12 → 15 (+3)
10.3% more ownership
Funds ownership: 46.31% → 56.61% (+10%)
67% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LAS
Lloyd Advisory Services
Suwanee,
Georgia
|
+$1.59M |
| 2 |
ECA
Elevated Capital Advisors
Sandy,
Utah
|
+$238K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$206K |
| 4 |
AWS
Atria Wealth Solutions
New York
|
+$196K |
| 5 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$70.9K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LNC
Lincoln National Corp
Radnor,
Pennsylvania
|
-$206K |
| 2 |
GLR
Great Lakes Retirement
Sandusky,
Ohio
|
-$39.7K |
| 3 |
VBFP
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
|
-$10.4K |
| 4 |
SWM
Spire Wealth Management
Mclean,
Virginia
|
-$5.04K |
| 5 |
DFA
DHJJ Financial Advisors
Naperville,
Illinois
|
-$3.95K |
NOVZ Hedge Fund Activity: Q2 2024 in Review
15 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in TrueShares Structured Outcome November ETF (NOVZ) for Q2 2024, worth a combined $10.6M — up 29% from $8.2M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new NOVZ positions and 2 closed out — a net gain of 3 holders — while 2 added to existing stakes and 6 trimmed.
The largest buyer was Lloyd Advisory Services, opening a new position worth an estimated $1.59M. The largest seller was Lincoln National Corp, exiting entirely with an estimated $206K sold.
- 15 institutional investors held TrueShares Structured Outcome November ETF (NOVZ) as of Q2 2024, up from 12 in Q1 2024.
- Funds reported $10.6M of TrueShares Structured Outcome November ETF stock for Q2 2024, up 29% quarter-over-quarter.
- 5 funds opened new TrueShares Structured Outcome November ETF positions in Q2 2024 and 2 closed out, a net change of +3 holders.
- The largest TrueShares Structured Outcome November ETF buyer in Q2 2024 was Lloyd Advisory Services, an estimated $1.59M added.
- The largest TrueShares Structured Outcome November ETF seller in Q2 2024 was Lincoln National Corp, an estimated $206K sold.
Based on aggregated 13F filings for Q2 2024.