TrueShares Structured Outcome October ETF
OCTZ
31 hedge funds and large institutions have $40.6M 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.
1,274% more capital inflows, than outflows
Capital inflows: $24.3M | Capital outflows: $1.77M
550% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 2
100% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 5
55% more funds holding
Funds holding: 20 → 31 (+11)
51.3% more ownership
Funds ownership: 54.98% → 106.29% (+51%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AE Wealth Management
Topeka,
Kansas
|
+$13.6M |
| 2 |
TrueMark Investments
Chicago,
Illinois
|
+$3.48M |
| 3 |
FSR Wealth Management
Elmhurst,
Illinois
|
+$1.48M |
| 4 |
PIS
POM Investment Strategies
Raleigh,
North Carolina
|
+$1.2M |
| 5 |
SMART Wealth
Omaha,
Nebraska
|
+$825K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Lloyd Advisory Services
Suwanee,
Georgia
|
-$1.51M |
| 2 |
Old Mission Capital
Chicago,
Illinois
|
-$142K |
| 3 |
Kestra Advisory Services
Austin,
Texas
|
-$41.4K |
| 4 |
B.O.S.S. Retirement Advisors
Lehi,
Utah
|
-$32.7K |
| 5 |
Great Lakes Retirement
Sandusky,
Ohio
|
-$20.8K |
OCTZ Hedge Fund Activity: Q1 2026 in Review
31 of the 8,217 institutional investors tracked by Wall St. Rank reported a position in TrueShares Structured Outcome October ETF (OCTZ) for Q1 2026, worth a combined $40.6M — up 109% from $19.4M 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.
- 31 institutional investors held TrueShares Structured Outcome October ETF (OCTZ) as of Q1 2026, up from 20 in Q4 2025.
- Funds reported $40.6M of TrueShares Structured Outcome October ETF stock for Q1 2026, up 109% 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.