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OCTZ

TrueShares Structured Outcome October ETF

10 hedge funds and large institutions have $11.3M invested in TrueShares Structured Outcome October ETF in 2025 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 2 increasing their positions, 2 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

6.81% more ownership

Funds ownership: 72.26%79.07% (+6.8%)

0% more repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 2

54% less capital invested

Capital invested by funds: $24.5M → $11.3M (-$13.1M)

58% less funds holding

Funds holding: 2410 (-14)

78% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 18

Holders
10
Holders Change
-14
Holders Change %
-58.33%
% of All Funds
0.13%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
2
Reduced
2
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RWPA
26
Richard W. Paul & Associates
Michigan
-$828 -20 Closed
GRP
27
Global Retirement Partners
California
-$744 -18 Closed
PA
28
Pineridge Advisors
Missouri
-$289 -7 Closed

OCTZ Hedge Fund Activity: Q3 2025 in Review

10 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in TrueShares Structured Outcome October ETF (OCTZ) for Q3 2025, worth a combined $11.3M — down 54% from $24.5M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of OCTZ and 4 opened new positions — a net loss of 14 holders — while 2 trimmed existing stakes and 2 added.

The largest buyer was TrueMark Investments, adding an estimated $3.17M. The largest seller was AE Wealth Management, cutting an estimated $11.4M.

  • 10 institutional investors held TrueShares Structured Outcome October ETF (OCTZ) as of Q3 2025, down from 24 in Q2 2025.
  • Funds reported $11.3M of TrueShares Structured Outcome October ETF stock for Q3 2025, down 54% quarter-over-quarter.
  • 4 funds opened new TrueShares Structured Outcome October ETF positions in Q3 2025 and 18 closed out, a net change of -14 holders.
  • The largest TrueShares Structured Outcome October ETF buyer in Q3 2025 was TrueMark Investments, an estimated $3.17M added.
  • The largest TrueShares Structured Outcome October ETF seller in Q3 2025 was AE Wealth Management, an estimated $11.4M sold.

Based on aggregated 13F filings for Q3 2025.