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OCTZ

TrueShares Structured Outcome October ETF

24 hedge funds and large institutions have $24.5M invested in TrueShares Structured Outcome October ETF in 2025 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 11 increasing their positions, 6 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 6

16% more capital invested

Capital invested by funds: $21.2M → $24.5M (+$3.3M)

0.14% less ownership

Funds ownership: 72.4%72.26% (-0.14%)

8% less funds holding

Funds holding: 2624 (-2)

50% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 4

Holders
24
Holders Change
-2
Holders Change %
-7.69%
% of All Funds
0.32%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
11
Reduced
6
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LRWM
26
Lord & Richards Wealth Management
Colorado
-$33.6K -885 Closed
DFA
27
DHJJ Financial Advisors
Illinois
-$12.7K -334 Closed
CAWM
28
Capital A Wealth Management
Pennsylvania
-$4.86K -128 Closed

OCTZ Hedge Fund Activity: Q2 2025 in Review

24 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in TrueShares Structured Outcome October ETF (OCTZ) for Q2 2025, worth a combined $24.5M — up 16% from $21.2M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of OCTZ and 2 opened new positions — a net loss of 2 holders — while 6 trimmed existing stakes and 11 added.

The largest buyer was TrueMark Investments, adding an estimated $1.41M. The largest seller was Authentikos Wealth Advisory, cutting an estimated $53.2K.

  • 24 institutional investors held TrueShares Structured Outcome October ETF (OCTZ) as of Q2 2025, down from 26 in Q1 2025.
  • Funds reported $24.5M of TrueShares Structured Outcome October ETF stock for Q2 2025, up 16% quarter-over-quarter.
  • 2 funds opened new TrueShares Structured Outcome October ETF positions in Q2 2025 and 4 closed out, a net change of -2 holders.
  • The largest TrueShares Structured Outcome October ETF buyer in Q2 2025 was TrueMark Investments, an estimated $1.41M added.
  • The largest TrueShares Structured Outcome October ETF seller in Q2 2025 was Authentikos Wealth Advisory, an estimated $53.2K sold.

Based on aggregated 13F filings for Q2 2025.