QBER

TrueShares Quarterly Bear Hedge ETF
QBER

Overview Fund Activity

29 hedge funds and large institutions have $111M invested in TrueShares Quarterly Bear Hedge ETF in 2025 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 22 increasing their positions, 2 reducing their positions, and 6 closing their positions.

Holders
29
Holders Change
-4
Holders Change %
-12.12%
% of All Funds
0.39%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
4
Increased
22
Reduced
2
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWM
1
AE Wealth Management
Kansas
$64.6M
2
LAS
2
Lloyd Advisory Services
Georgia
$7.53M
3
BOSSRA
3
B.O.S.S. Retirement Advisors
Utah
$4.42M
4
FWM
4
FSR Wealth Management
Illinois
$4.13M
5
TI
5
TrueMark Investments
Illinois
$3.08M

Top Sellers

1
4WM
1
49 Wealth Management
Texas
$0
2
PIS
2
POM Investment Strategies
North Carolina
$0
3
LRWM
3
Lord & Richards Wealth Management
Colorado
$0
4
TAP
4
Tounjian Advisory Partners
Florida
$1.88M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$0
Name Market Value Shares Shares
Change 		Shares
Change %
AWM
1
AE Wealth Management
Kansas
$64.6M 2,618,207 +875,051 +50%
LAS
2
Lloyd Advisory Services
Georgia
$7.53M 305,249 +111,720 +58%
MAWAG
3
Mid-American Wealth Advisory Group
Missouri
$4.45M 180,252 +13,547 +8%
BOSSRA
4
B.O.S.S. Retirement Advisors
Utah
$4.42M 178,983 +72,089 +67%
AWA
5
Authentikos Wealth Advisory
California
$4.29M 173,955 +50,388 +41%
FWM
6
FSR Wealth Management
Illinois
$4.13M 167,484 +55,609 +50%
TI
7
TrueMark Investments
Illinois
$3.08M 124,913 +54,497 +77%
SW
8
SMART Wealth
Nebraska
$2.16M 87,586 +28,201 +47%
OWA
9
Outlook Wealth Advisors
Texas
$1.95M 79,198 +25,321 +47%
HBS
10
Howard Bailey Securities
Indiana
$1.9M 76,922 +28,806 +60%
TAP
11
Tounjian Advisory Partners
Florida
$1.88M 75,976 -2,330 -3%
LI
12
LifeWealth Investments
Florida
$1.45M 58,955 +24,330 +70%
FI
13
FWG Investments
Kentucky
$1.42M 57,683 +22,822 +65%
CAG
14
Csenge Advisory Group
Florida
$1.35M 54,742 +23,088 +73%
GLR
15
Great Lakes Retirement
Ohio
$1.22M 49,407 +12,061 +32%
ECA
16
Elevated Capital Advisors
Utah
$1.14M 45,870 – –
FA
17
FSA Advisors
Michigan
$1.02M 41,239 +18,838 +84%
GM
18
GeoWealth Management
Illinois
$779K 31,561 +3,168 +11%
KFG
19
Kingdom Financial Group
Arizona
$543K 22,000 +22,000 New
OMC
20
Old Mission Capital
Illinois
$504K 20,415 +4,041 +25%
BFAG
21
Blackston Financial Advisory Group
Florida
$401K 16,270 +6,931 +74%
SAW
22
Signal Advisors Wealth
Michigan
$359K 14,533 +14,533 New
PSFG
23
Park Square Financial Group
Georgia
$172K 6,983 +5,190 +289%
T
24
Transce3nd
Texas
$82.4K 3,340 +1,317 +65%
EWM
25
Evolution Wealth Management
Florida
$67.4K 2,732 +2,732 New
1
2