TrueShares Structured Outcome October ETF
OCTZ
26 hedge funds and large institutions have $21.2M invested in TrueShares Structured Outcome October ETF in 2025 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 8 increasing their positions, 3 reducing their positions, and 1 closing their positions.
600% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 1
167% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 3
146% more capital invested
Capital invested by funds: $8.59M → $21.2M (+$12.6M)
30% more funds holding
Funds holding: 20 → 26 (+6)
16.18% more ownership
Funds ownership: 56.22% → 72.4% (+16%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$5.98M |
| 2 |
TI
TrueMark Investments
Chicago,
Illinois
|
+$2.88M |
| 3 |
AWA
Authentikos Wealth Advisory
Morgan Hill,
California
|
+$1.82M |
| 4 |
FWM
FSR Wealth Management
Elmhurst,
Illinois
|
+$679K |
| 5 |
LI
LifeWealth Investments
Winter Garden,
Florida
|
+$507K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LAS
Lloyd Advisory Services
Suwanee,
Georgia
|
-$16.8K |
| 2 |
GLR
Great Lakes Retirement
Sandusky,
Ohio
|
-$12.3K |
| 3 |
CAWM
Capital A Wealth Management
New Castle,
Pennsylvania
|
-$10.8K |
| 4 |
HI
Harbour Investments
Madison,
Wisconsin
|
-$1.96K |
OCTZ Hedge Fund Activity: Q1 2025 in Review
26 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in TrueShares Structured Outcome October ETF (OCTZ) for Q1 2025, worth a combined $21.2M — up 146% from $8.59M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new OCTZ positions and 1 closed out — a net gain of 6 holders — while 8 added to existing stakes and 3 trimmed.
The largest buyer was AE Wealth Management, adding an estimated $5.98M. The largest seller was Lloyd Advisory Services, cutting an estimated $16.8K.
- 26 institutional investors held TrueShares Structured Outcome October ETF (OCTZ) as of Q1 2025, up from 20 in Q4 2024.
- Funds reported $21.2M of TrueShares Structured Outcome October ETF stock for Q1 2025, up 146% quarter-over-quarter.
- 7 funds opened new TrueShares Structured Outcome October ETF positions in Q1 2025 and 1 closed out, a net change of +6 holders.
- The largest TrueShares Structured Outcome October ETF buyer in Q1 2025 was AE Wealth Management, an estimated $5.98M added.
- The largest TrueShares Structured Outcome October ETF seller in Q1 2025 was Lloyd Advisory Services, an estimated $16.8K sold.
Based on aggregated 13F filings for Q1 2025.