TrueShares Structured Outcome October ETF
OCTZ
20 hedge funds and large institutions have $19.4M invested in TrueShares Structured Outcome October ETF in 2025 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 2 increasing their positions, 3 reducing their positions, and 2 closing their positions.
2,602% more capital inflows, than outflows
Capital inflows: $9.14M | Capital outflows: $338K
550% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 2
100% more funds holding
Funds holding: 10 → 20 (+10)
23.55% more ownership
Funds ownership: 31.44% → 54.98% (+24%)
33% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AE Wealth Management
Topeka,
Kansas
|
+$4.54M |
| 2 |
Lloyd Advisory Services
Suwanee,
Georgia
|
+$1.66M |
| 3 |
Old Mission Capital
Chicago,
Illinois
|
+$608K |
| 4 |
B.O.S.S. Retirement Advisors
Lehi,
Utah
|
+$518K |
| 5 |
Howard Bailey Securities
Fort Wayne,
Indiana
|
+$452K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Weaver Consulting Group
Huntington Beach,
California
|
-$207K |
| 2 |
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
20 of the 8,294 institutional investors tracked by Wall St. Rank reported a position in TrueShares Structured Outcome October ETF (OCTZ) for Q4 2025, worth a combined $19.4M — up 71% from $11.3M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new OCTZ positions and 2 closed out — a net gain of 11 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.
- 20 institutional investors held TrueShares Structured Outcome October ETF (OCTZ) as of Q4 2025, up from 10 in Q3 2025.
- Funds reported $19.4M of TrueShares Structured Outcome October ETF stock for Q4 2025, up 71% quarter-over-quarter.
- 13 funds opened new TrueShares Structured Outcome October ETF positions in Q4 2025 and 2 closed out, a net change of +11 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.