OCTZ

TrueShares Structured Outcome October ETF
OCTZ

Overview Fund Activity

26 hedge funds and large institutions have $20.8M invested in TrueShares Structured Outcome October ETF in 2025 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 7 increasing their positions, 4 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
26
Holders Change
+6
Holders Change %
+30%
% of All Funds
0.35%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
7
Reduced
4
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWM
AE Wealth Management
Kansas
$10.2M
2
TI
TrueMark Investments
Illinois
$2.79M
3
AWA
Authentikos Wealth Advisory
California
$1.92M
4
FWM
FSR Wealth Management
Illinois
$656K
5
SW
SMART Wealth
Nebraska
$360K

Top Sellers

1
HBS
Howard Bailey Securities
Indiana
$367K
2
LAS
Lloyd Advisory Services
Georgia
$1.45M
3
GLR
Great Lakes Retirement
Ohio
$293K
4
CAWM
Capital A Wealth Management
Pennsylvania
$4.86K
5
HI
Harbour Investments
Wisconsin
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RWPA
26
Richard W. Paul & Associates
Michigan
$769 – – –
HI
27
Harbour Investments
Wisconsin
– -$1.96K -50 Closed
1
2