TrueShares Quarterly Bear Hedge ETF
QBER
31 hedge funds and large institutions have $136M invested in TrueShares Quarterly Bear Hedge ETF in 2025 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 3 increasing their positions, 21 reducing their positions, and 5 closing their positions.
20% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 5
2.86% more ownership
Funds ownership: 76.02% → 78.88% (+2.9%)
0% more funds holding
Funds holding: 31 → 31 (0)
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
19% less capital invested
Capital invested by funds: $167M → $136M (-$31M)
86% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 21
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OWA
Outlook Wealth Advisors
Shenandoah,
Texas
|
+$1.99M |
| 2 |
MAWAG
Mid-American Wealth Advisory Group
Kansas City,
Missouri
|
+$446K |
| 3 |
GRR
Golden Reserve Retirement
Dublin,
Ohio
|
+$358K |
| 4 |
EWM
Evolution Wealth Management
Fort Myers,
Florida
|
+$29.2K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$13.9M |
| 2 |
TI
TrueMark Investments
Chicago,
Illinois
|
-$10.4M |
| 3 |
BOSSRA
B.O.S.S. Retirement Advisors
Lehi,
Utah
|
-$3.28M |
| 4 |
LI
LifeWealth Investments
Winter Garden,
Florida
|
-$2.87M |
| 5 |
FA
FSA Advisors
Troy,
Michigan
|
-$1.69M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Morgan Stanley
New York
| $56.5K | -$3.44K | -140 | -6% |
|
|
DRP
27
Decker Retirement Planning
Levi,
Utah
| $22.1K | -$13.9K | -565 | -38% |
|
|
GWM
28
Geneos Wealth Management
Englewood,
Colorado
| $11.4K | -$5.97K | -243 | -34% |
|
|
GM
29
GeoWealth Management
Chicago,
Illinois
| $10.1K | – | – | – |
|
30
UBS Group
Zurich,
Switzerland
| $8.77K | -$3.74K | -152 | -29% |
|
31
Osaic Holdings
Scottsdale,
Arizona
| $4.79K | -$27K | -1,100 | -85% |
|
|
FA
32
FSA Advisors
Troy,
Michigan
| – | -$1.69M | -68,632 | Closed |
|
|
OMC
33
Old Mission Capital
Chicago,
Illinois
| – | -$298K | -12,108 | Closed |
|
|
SAW
34
Signal Advisors Wealth
Detroit,
Michigan
| – | -$232K | -9,434 | Closed |
|
|
RWPA
35
Richard W. Paul & Associates
Novi,
Michigan
| – | -$6.02K | -244 | Closed |
|
|
ASN
36
Advisory Services Network
Atlanta,
Georgia
| – | -$4.12K | -167 | Closed |
|
QBER Hedge Fund Activity: Q4 2025 in Review
31 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in TrueShares Quarterly Bear Hedge ETF (QBER) for Q4 2025, worth a combined $136M — down 19% from $167M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new QBER positions and 5 closed out — a net gain of 1 holder — while 3 added to existing stakes and 21 trimmed.
The largest buyer was Outlook Wealth Advisors, adding an estimated $1.99M. The largest seller was AE Wealth Management, cutting an estimated $13.9M.
- 31 institutional investors held TrueShares Quarterly Bear Hedge ETF (QBER) as of Q4 2025, unchanged from Q3 2025.
- Funds reported $136M of TrueShares Quarterly Bear Hedge ETF stock for Q4 2025, down 19% quarter-over-quarter.
- 6 funds opened new TrueShares Quarterly Bear Hedge ETF positions in Q4 2025 and 5 closed out, a net change of +1 holder.
- The largest TrueShares Quarterly Bear Hedge ETF buyer in Q4 2025 was Outlook Wealth Advisors, an estimated $1.99M added.
- The largest TrueShares Quarterly Bear Hedge ETF seller in Q4 2025 was AE Wealth Management, an estimated $13.9M sold.
Based on aggregated 13F filings for Q4 2025.