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QBER

TrueShares Quarterly Bear Hedge ETF
QBER

17 hedge funds and large institutions have $53.2M invested in TrueShares Quarterly Bear Hedge ETF in 2024 Q3 according to their latest regulatory filings, with 17 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

68.63% more ownership

Funds ownership: 0% → 68.63% (+69%)

Holders
17
Holders Change
+17
Holders Change %
–
% of All Funds
0.24%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
17
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AWM
AE Wealth Management
Kansas
+$38.3M
2
LAS
Lloyd Advisory Services
Georgia
+$5.03M
3
BOSSRA
B.O.S.S. Retirement Advisors
Utah
+$2.47M
4
OWA
Outlook Wealth Advisors
Texas
+$1.36M
5
SW
SMART Wealth
Nebraska
+$1.05M

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1
AE Wealth Management
Kansas
$38.2M +$38.3M +1,527,546 New
LAS
2
Lloyd Advisory Services
Georgia
$5.01M +$5.03M +200,234 New
BOSSRA
3
B.O.S.S. Retirement Advisors
Utah
$2.46M +$2.47M +98,318 New
OWA
4
Outlook Wealth Advisors
Texas
$1.36M +$1.36M +54,199 New
HBS
5
Howard Bailey Securities
Indiana
$1.31M +$1.32M +52,528 New
SW
6
SMART Wealth
Nebraska
$1.05M +$1.05M +41,959 New
ECA
7
Elevated Capital Advisors
Utah
$811K +$813K +32,408 New
AWA
8
Authentikos Wealth Advisory
California
$798K +$800K +31,885 New
Jane Street
9
Jane Street
New York
$658K +$660K +26,300 New
GM
10
GeoWealth Management
Illinois
$475K +$477K +18,988 New
FI
11
FWG Investments
Kentucky
$466K +$468K +18,641 New
CAG
12
Csenge Advisory Group
Florida
$433K +$434K +17,309 New
PIS
13
POM Investment Strategies
North Carolina
$158K +$158K +6,305 New
PA
14
Pineridge Advisors
Missouri
$17.3K +$17.4K +692 New
Northwestern Mutual Wealth Management
15
Northwestern Mutual Wealth Management
Wisconsin
$3.1K +$3.11K +124 New
RWPA
16
Richard W. Paul & Associates
Michigan
$2.48K +$2.48K +99 New
Bank of America
17
Bank of America
North Carolina
$1.8K +$1.81K +72 New

QBER Hedge Fund Activity: Q3 2024 in Review

17 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in TrueShares Quarterly Bear Hedge ETF (QBER) for Q3 2024, worth a combined $53.2M.

Buyers outnumbered sellers: 17 funds opened new QBER positions and 0 closed out — a net gain of 17 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was AE Wealth Management, opening a new position worth an estimated $38.3M.

  • 17 institutional investors held TrueShares Quarterly Bear Hedge ETF (QBER) as of Q3 2024, up from 0 in Q2 2024.
  • Funds reported $53.2M of TrueShares Quarterly Bear Hedge ETF stock for Q3 2024.
  • 17 funds opened new TrueShares Quarterly Bear Hedge ETF positions in Q3 2024 and 0 closed out, a net change of +17 holders.
  • The largest TrueShares Quarterly Bear Hedge ETF buyer in Q3 2024 was AE Wealth Management, an estimated $38.3M added.

Based on aggregated 13F filings for Q3 2024.