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
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1
AE Wealth Management
Kansas
$43.2M
4WM
2
49 Wealth Management
Texas
$28.3M
LAS
3
Lloyd Advisory Services
Georgia
$4.8M
MAWAG
4
Mid-American Wealth Advisory Group
Missouri
$4.13M
AWA
5
Authentikos Wealth Advisory
California
$3.06M
FWM
6
FSR Wealth Management
Illinois
$2.77M
BOSSRA
7
B.O.S.S. Retirement Advisors
Utah
$2.65M
TAP
8
Tounjian Advisory Partners
Florida
$1.94M
TI
9
TrueMark Investments
Illinois
$1.75M
SW
10
SMART Wealth
Nebraska
$1.47M
OWA
11
Outlook Wealth Advisors
Texas
$1.34M
HBS
12
Howard Bailey Securities
Indiana
$1.19M
ECA
13
Elevated Capital Advisors
Utah
$1.14M
GLR
14
Great Lakes Retirement
Ohio
$926K
FI
15
FWG Investments
Kentucky
$864K
LI
16
LifeWealth Investments
Florida
$858K
CAG
17
Csenge Advisory Group
Florida
$793K
GM
18
GeoWealth Management
Illinois
$704K
FA
19
FSA Advisors
Michigan
$555K
OMC
20
Old Mission Capital
Illinois
$406K
Q1WB
21
Quest 10 Wealth Builders
Virginia
$334K
BFAG
22
Blackston Financial Advisory Group
Florida
$232K
PIS
23
POM Investment Strategies
North Carolina
$143K
LRWM
24
Lord & Richards Wealth Management
Colorado
$127K
T
25
Transce3nd
Texas
$50.1K