QBER

TrueShares Quarterly Bear Hedge ETF

33 hedge funds and large institutions have $104M invested in TrueShares Quarterly Bear Hedge ETF in 2025 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 16 increasing their positions, 8 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
33
Holders Change
+3
Holders Change %
+10%
% of All Funds
0.45%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
6
Increased
16
Reduced
8
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AWM
1
AE Wealth Management
Kansas
$43.2M +$269K +10,862 +0.6%
4WM
2
49 Wealth Management
Texas
$28.3M +$6.26M +252,632 +28%
LAS
3
Lloyd Advisory Services
Georgia
$4.8M -$258K -10,425 -5%
MAWAG
4
Mid-American Wealth Advisory Group
Missouri
$4.13M +$230K +9,260 +6%
AWA
5
Authentikos Wealth Advisory
California
$3.06M +$2.16M +87,063 +239%
FWM
6
FSR Wealth Management
Illinois
$2.77M +$36.4K +1,467 +1%
BOSSRA
7
B.O.S.S. Retirement Advisors
Utah
$2.65M +$27.5K +1,111 +1%
TAP
8
Tounjian Advisory Partners
Florida
$1.94M +$1.94M +78,306 New
TI
9
TrueMark Investments
Illinois
$1.75M +$1.75M +70,416 New
SW
10
SMART Wealth
Nebraska
$1.47M +$162K +6,519 +12%
OWA
11
Outlook Wealth Advisors
Texas
$1.34M -$23.3K -938 -2%
HBS
12
Howard Bailey Securities
Indiana
$1.19M -$68.3K -2,757 -5%
ECA
13
Elevated Capital Advisors
Utah
$1.14M +$41.8K +1,688 +4%
GLR
14
Great Lakes Retirement
Ohio
$926K -$45.1K -1,819 -5%
FI
15
FWG Investments
Kentucky
$864K +$185K +7,465 +27%
LI
16
LifeWealth Investments
Florida
$858K +$363K +14,624 +73%
CAG
17
Csenge Advisory Group
Florida
$793K +$125K +5,007 +19%
GM
18
GeoWealth Management
Illinois
$704K +$20.8K +838 +3%
FA
19
FSA Advisors
Michigan
$555K +$98.2K +3,960 +21%
OMC
20
Old Mission Capital
Illinois
$406K +$406K +16,374 New
Q1WB
21
Quest 10 Wealth Builders
Virginia
$334K +$59K +2,379 +21%
BFAG
22
Blackston Financial Advisory Group
Florida
$232K +$232K +9,339 New
PIS
23
POM Investment Strategies
North Carolina
$143K -$19.3K -780 -12%
LRWM
24
Lord & Richards Wealth Management
Colorado
$127K -$445K -17,961 -78%
T
25
Transce3nd
Texas
$50.2K