TrueShares Structured Outcome October ETF
OCTZ
19 hedge funds and large institutions have $19.2M invested in TrueShares Structured Outcome October ETF in 2025 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 2 increasing their positions, 3 reducing their positions, and 2 closing their positions.
500% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 2
90% more funds holding
Funds holding: 10 → 19 (+9)
69% more capital invested
Capital invested by funds: $11.3M → $19.2M (+$7.85M)
25.41% less ownership
Funds ownership: 79.07% → 53.66% (-25%)
33% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$4.54M |
| 2 |
LAS
Lloyd Advisory Services
Suwanee,
Georgia
|
+$1.66M |
| 3 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$608K |
| 4 |
BOSSRA
B.O.S.S. Retirement Advisors
Lehi,
Utah
|
+$518K |
| 5 |
HBS
Howard Bailey Securities
Fort Wayne,
Indiana
|
+$452K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WCG
Weaver Consulting Group
Huntington Beach,
California
|
-$207K |
| 2 |
AWA
Authentikos Wealth Advisory
Morgan Hill,
California
|
-$72.7K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$56.9K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$1.56K |
| 5 |
RPGK
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
-$525 |
OCTZ Hedge Fund Activity: Q4 2025 in Review
19 of the 8,270 institutional investors tracked by Wall St. Rank reported a position in TrueShares Structured Outcome October ETF (OCTZ) for Q4 2025, worth a combined $19.2M — up 69% from $11.3M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new OCTZ positions and 2 closed out — a net gain of 10 holders — while 2 added to existing stakes and 3 trimmed.
The largest buyer was AE Wealth Management, adding an estimated $4.54M. The largest seller was Weaver Consulting Group, exiting entirely with an estimated $207K sold.
- 19 institutional investors held TrueShares Structured Outcome October ETF (OCTZ) as of Q4 2025, up from 10 in Q3 2025.
- Funds reported $19.2M of TrueShares Structured Outcome October ETF stock for Q4 2025, up 69% quarter-over-quarter.
- 12 funds opened new TrueShares Structured Outcome October ETF positions in Q4 2025 and 2 closed out, a net change of +10 holders.
- The largest TrueShares Structured Outcome October ETF buyer in Q4 2025 was AE Wealth Management, an estimated $4.54M added.
- The largest TrueShares Structured Outcome October ETF seller in Q4 2025 was Weaver Consulting Group, an estimated $207K sold.
Based on aggregated 13F filings for Q4 2025.