TrueShares Structured Outcome October ETF
OCTZ
30 hedge funds and large institutions have $40.4M invested in TrueShares Structured Outcome October ETF in 2026 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 10 increasing their positions, 5 reducing their positions, and 2 closing their positions.
550% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 2
111% more capital invested
Capital invested by funds: $19.2M → $40.4M (+$21.2M)
100% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 5
58% more funds holding
Funds holding: 19 → 30 (+11)
11% more ownership
Funds ownership: 53.66% → 64.66% (+11%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$13.6M |
| 2 |
TI
TrueMark Investments
Chicago,
Illinois
|
+$3.48M |
| 3 |
FWM
FSR Wealth Management
Elmhurst,
Illinois
|
+$1.48M |
| 4 |
PIS
POM Investment Strategies
Raleigh,
North Carolina
|
+$1.2M |
| 5 |
SW
SMART Wealth
Omaha,
Nebraska
|
+$825K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LAS
Lloyd Advisory Services
Suwanee,
Georgia
|
-$1.51M |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$142K |
| 3 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$41.4K |
| 4 |
BOSSRA
B.O.S.S. Retirement Advisors
Lehi,
Utah
|
-$32.7K |
| 5 |
GLR
Great Lakes Retirement
Sandusky,
Ohio
|
-$20.8K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Osaic Holdings
Scottsdale,
Arizona
| $54K | +$636 | +15 | +1% |
|
|
AAP
27
Arax Advisory Partners
Denver,
Colorado
| $24.7K | – | – | – |
|
|
KCM
28
Key Capital Management
Hendersonville, Tn 37075,
Tennessee
| $12.9K | +$13.3K | +313 | New |
|
|
DRP
29
Decker Retirement Planning
Levi,
Utah
| $7.11K | +$7.34K | +173 | New |
|
30
UBS Group
Zurich,
Switzerland
| $3.66K | +$3.77K | +89 | New |
|
|
KAS
31
Kestra Advisory Services
Austin,
Texas
| – | -$41.4K | -973 | Closed |
|
32
AssetMark Inc
Concord,
California
| – | -$340 | -8 | Closed |
|
OCTZ Hedge Fund Activity: Q1 2026 in Review
30 of the 8,127 institutional investors tracked by Wall St. Rank reported a position in TrueShares Structured Outcome October ETF (OCTZ) for Q1 2026, worth a combined $40.4M — up 111% from $19.2M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new OCTZ positions and 2 closed out — a net gain of 11 holders — while 10 added to existing stakes and 5 trimmed.
The largest buyer was AE Wealth Management, adding an estimated $13.6M. The largest seller was Lloyd Advisory Services, cutting an estimated $1.51M.
- 30 institutional investors held TrueShares Structured Outcome October ETF (OCTZ) as of Q1 2026, up from 19 in Q4 2025.
- Funds reported $40.4M of TrueShares Structured Outcome October ETF stock for Q1 2026, up 111% quarter-over-quarter.
- 13 funds opened new TrueShares Structured Outcome October ETF positions in Q1 2026 and 2 closed out, a net change of +11 holders.
- The largest TrueShares Structured Outcome October ETF buyer in Q1 2026 was AE Wealth Management, an estimated $13.6M added.
- The largest TrueShares Structured Outcome October ETF seller in Q1 2026 was Lloyd Advisory Services, an estimated $1.51M sold.
Based on aggregated 13F filings for Q1 2026.