TrueShares Structured Outcome September ETF
SEPZ
SEPZ
8 hedge funds and large institutions have $5.54M invested in TrueShares Structured Outcome September ETF in 2023 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 0 increasing their positions, 5 reducing their positions, and 2 closing their positions.
Holders
8
Holders Change
–
Holders Change %
0%
% of All Funds
0.12%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
–
Reduced
5
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
OMC
1
Old Mission Capital
Chicago,
Illinois
|
$610K |
| 2 |
2
UBS Group
Zurich,
Switzerland
|
$9.09K |
| Name | Market Value | Shares |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
WCG
1
Weaver Consulting Group
Huntington Beach,
California
| $2.34M | 70,024 | -550 | -0.8% |
|
|
VBFP
2
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
| $1.99M | 59,475 | -500 | -0.8% |
|
|
OMC
3
Old Mission Capital
Chicago,
Illinois
| $610K | 18,239 | +18,239 | New |
|
|
CIAS
4
Capital Investment Advisory Services
Raleigh,
North Carolina
| $232K | 6,951 | -1,965 | -22% |
|
5
Osaic Holdings
Scottsdale,
Arizona
| $193K | 5,775 | -765 | -12% |
|
|
DFA
6
DHJJ Financial Advisors
Naperville,
Illinois
| $135K | 4,043 | -310 | -7% |
|
|
HI
7
Harbour Investments
Madison,
Wisconsin
| $36.8K | 1,100 | – | – |
|
|
8
UBS Group
Zurich,
Switzerland
| $9.09K | 272 | +272 | New |
|
9
Wolverine Trading
Chicago,
Illinois
| – | – | -23,263 | Closed |
|
|
SWP
10
Summit Wealth Partners
Orlando,
Florida
| – | – | -10,177 | Closed |
|
|
CFGS
11
Concourse Financial Group Securities
Birmingham,
Alabama
| – | – | – | – |
|