TrueShares Structured Outcome November ETF
NOVZ
19 hedge funds and large institutions have $12.3M invested in TrueShares Structured Outcome November ETF in 2024 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 3 increasing their positions, 6 reducing their positions, and 0 closing their positions.
27% more funds holding
Funds holding: 15 → 19 (+4)
16% more capital invested
Capital invested by funds: $10.6M → $12.3M (+$1.67M)
3.45% more ownership
Funds ownership: 56.61% → 60.06% (+3.4%)
50% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$357K |
| 2 |
AWA
Authentikos Wealth Advisory
Morgan Hill,
California
|
+$252K |
| 3 |
ECA
Elevated Capital Advisors
Sandy,
Utah
|
+$207K |
| 4 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$1.06K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$395 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VBFP
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
|
-$120K |
| 2 |
SWM
Spire Wealth Management
Mclean,
Virginia
|
-$18.4K |
| 3 |
GLR
Great Lakes Retirement
Sandusky,
Ohio
|
-$7.54K |
| 4 |
LAS
Lloyd Advisory Services
Suwanee,
Georgia
|
-$4.97K |
| 5 |
DFA
DHJJ Financial Advisors
Naperville,
Illinois
|
-$710 |
NOVZ Hedge Fund Activity: Q3 2024 in Review
19 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in TrueShares Structured Outcome November ETF (NOVZ) for Q3 2024, worth a combined $12.3M — up 16% from $10.6M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new NOVZ positions and 0 closed out — a net gain of 4 holders — while 3 added to existing stakes and 6 trimmed.
The largest buyer was AE Wealth Management, adding an estimated $357K. The largest seller was Valtinson Bruner Financial Planning, cutting an estimated $120K.
- 19 institutional investors held TrueShares Structured Outcome November ETF (NOVZ) as of Q3 2024, up from 15 in Q2 2024.
- Funds reported $12.3M of TrueShares Structured Outcome November ETF stock for Q3 2024, up 16% quarter-over-quarter.
- 4 funds opened new TrueShares Structured Outcome November ETF positions in Q3 2024 and 0 closed out, a net change of +4 holders.
- The largest TrueShares Structured Outcome November ETF buyer in Q3 2024 was AE Wealth Management, an estimated $357K added.
- The largest TrueShares Structured Outcome November ETF seller in Q3 2024 was Valtinson Bruner Financial Planning, an estimated $120K sold.
Based on aggregated 13F filings for Q3 2024.