TrueShares Structured Outcome October ETF
OCTZ
20 hedge funds and large institutions have $8.59M invested in TrueShares Structured Outcome October ETF in 2024 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 2 increasing their positions, 0 reducing their positions, and 3 closing their positions.
566% more capital invested
Capital invested by funds: $1.29M → $8.59M (+$7.3M)
400% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 3
169.3% more ownership
Funds ownership: 30.03% → 199.33% (+169%)
150% more funds holding
Funds holding: 8 → 20 (+12)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$4.7M |
| 2 |
LAS
Lloyd Advisory Services
Suwanee,
Georgia
|
+$1.54M |
| 3 |
BOSSRA
B.O.S.S. Retirement Advisors
Lehi,
Utah
|
+$824K |
| 4 |
HBS
Howard Bailey Securities
Fort Wayne,
Indiana
|
+$405K |
| 5 |
GLR
Great Lakes Retirement
Sandusky,
Ohio
|
+$320K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wolverine Trading
Chicago,
Illinois
|
-$354K |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$351K |
| 3 |
AFG
Atomi Financial Group
New York
|
-$215K |
OCTZ Hedge Fund Activity: Q4 2024 in Review
20 of the 7,607 institutional investors tracked by Wall St. Rank reported a position in TrueShares Structured Outcome October ETF (OCTZ) for Q4 2024, worth a combined $8.59M — up 566% from $1.29M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new OCTZ positions and 3 closed out — a net gain of 12 holders — while 2 added to existing stakes and 0 trimmed.
The largest buyer was AE Wealth Management, opening a new position worth an estimated $4.7M. The largest seller was Wolverine Trading, exiting entirely with an estimated $354K sold.
- 20 institutional investors held TrueShares Structured Outcome October ETF (OCTZ) as of Q4 2024, up from 8 in Q3 2024.
- Funds reported $8.59M of TrueShares Structured Outcome October ETF stock for Q4 2024, up 566% quarter-over-quarter.
- 15 funds opened new TrueShares Structured Outcome October ETF positions in Q4 2024 and 3 closed out, a net change of +12 holders.
- The largest TrueShares Structured Outcome October ETF buyer in Q4 2024 was AE Wealth Management, an estimated $4.7M added.
- The largest TrueShares Structured Outcome October ETF seller in Q4 2024 was Wolverine Trading, an estimated $354K sold.
Based on aggregated 13F filings for Q4 2024.