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PAYM

TrueShares S&P Autocallable Defensive Income ETF
PAYM

27 hedge funds and large institutions have $37.2M invested in TrueShares S&P Autocallable Defensive Income ETF in 2026 Q1 according to their latest regulatory filings, with 27 funds opening new positions, increasing their positions, reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,665% more capital invested

Capital invested by funds: $987K → $37.2M (+$36.2M)

2,600% more funds holding

Funds holding: 1 → 27 (+26)

2,600% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 1

44.34% more ownership

Funds ownership: 0% → 44.34% (+44%)

Holders
27
Holders Change
+26
Holders Change %
+2,600%
% of All Funds
0.33%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
27
Increased
–
Reduced
–
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AWM
AE Wealth Management
Kansas
+$23.8M
2
AWA
Authentikos Wealth Advisory
California
+$4.5M
3
BOSSRA
B.O.S.S. Retirement Advisors
Utah
+$1.47M
4
HBS
Howard Bailey Securities
Indiana
+$1.4M
5
ECA
Elevated Capital Advisors
Utah
+$1.17M

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$987K
Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1
AE Wealth Management
Kansas
$21.3M +$23.8M +970,604 New
AWA
2
Authentikos Wealth Advisory
California
$4.03M +$4.5M +183,582 New
BOSSRA
3
B.O.S.S. Retirement Advisors
Utah
$1.32M +$1.47M +60,124 New
HBS
4
Howard Bailey Securities
Indiana
$1.25M +$1.4M +57,020 New
ECA
5
Elevated Capital Advisors
Utah
$1.05M +$1.17M +47,662 New
GLR
6
Great Lakes Retirement
Ohio
$940K +$1.05M +42,830 New
FWM
7
FSR Wealth Management
Illinois
$740K +$826K +33,728 New
IWMO
8
Integrated Wealth Management (Ohio)
Ohio
$679K +$758K +30,941 New
Morgan Stanley
9
Morgan Stanley
New York
$651K +$727K +29,664 New
SW
10
SMART Wealth
Nebraska
$647K +$722K +29,465 New
LI
11
LifeWealth Investments
Florida
$561K +$626K +25,565 New
PIS
12
POM Investment Strategies
North Carolina
$555K +$619K +25,264 New
CA
13
Centennial Advisors
Texas
$485K +$541K +22,101 New
AWMI
14
Aegis Wealth Management (Iowa)
Iowa
$430K +$480K +19,610 New
EWM
15
Evolution Wealth Management
Florida
$388K +$433K +17,678 New
OWA
16
Outlook Wealth Advisors
Texas
$303K +$339K +13,817 New
KFG
17
Kingdom Financial Group
Arizona
$279K +$312K +12,716 New
LAS
18
Lloyd Advisory Services
Georgia
$279K +$312K +12,716 New
FI
19
FWG Investments
Kentucky
$265K +$295K +12,051 New
CAG
20
Csenge Advisory Group
Florida
$261K +$292K +11,900 New
FA
21
FSA Advisors
Michigan
$257K +$287K +11,717 New
NA
22
Networth Advisors
Pennsylvania
$232K +$259K +10,553 New
Q1WB
23
Quest 10 Wealth Builders
Virginia
$143K +$160K +6,530 New
JP Morgan Chase
24
JP Morgan Chase
New York
$107K +$116K +4,715 New
UBS Group
25
UBS Group
Switzerland
$15.4K +$17.2K +700 New
1
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PAYM Hedge Fund Activity: Q1 2026 in Review

27 of the 8,130 institutional investors tracked by Wall St. Rank reported a position in TrueShares S&P Autocallable Defensive Income ETF (PAYM) for Q1 2026, worth a combined $37.2M — up 3,665% from $987K a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new PAYM positions and 1 closed out — a net gain of 26 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was AE Wealth Management, opening a new position worth an estimated $23.8M. The largest seller was Citadel Advisors, exiting entirely with an estimated $987K sold.

  • 27 institutional investors held TrueShares S&P Autocallable Defensive Income ETF (PAYM) as of Q1 2026, up from 1 in Q4 2025.
  • Funds reported $37.2M of TrueShares S&P Autocallable Defensive Income ETF stock for Q1 2026, up 3,665% quarter-over-quarter.
  • 27 funds opened new TrueShares S&P Autocallable Defensive Income ETF positions in Q1 2026 and 1 closed out, a net change of +26 holders.
  • The largest TrueShares S&P Autocallable Defensive Income ETF buyer in Q1 2026 was AE Wealth Management, an estimated $23.8M added.
  • The largest TrueShares S&P Autocallable Defensive Income ETF seller in Q1 2026 was Citadel Advisors, an estimated $987K sold.

Based on aggregated 13F filings for Q1 2026.