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.

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

Top Sellers

1
4WM
49 Wealth Management
Texas
$0
2
PIS
POM Investment Strategies
North Carolina
$0
3
LRWM
Lord & Richards Wealth Management
Colorado
$0
4
TAP
Tounjian Advisory Partners
Florida
$1.88M
5
Osaic Holdings
Osaic Holdings
Arizona
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
1
AE Wealth Management
Kansas
$64.6M +$21.6M +875,051 +50%
LAS
2
Lloyd Advisory Services
Georgia
$7.53M +$2.76M +111,720 +58%
MAWAG
3
Mid-American Wealth Advisory Group
Missouri
$4.45M +$334K +13,547 +8%
BOSSRA
4
B.O.S.S. Retirement Advisors
Utah
$4.42M +$1.78M +72,089 +67%
AWA
5
Authentikos Wealth Advisory
California
$4.29M +$1.24M +50,388 +41%
FWM
6
FSR Wealth Management
Illinois
$4.13M +$1.37M +55,609 +50%
TI
7
TrueMark Investments
Illinois
$3.08M +$1.34M +54,497 +77%
SW
8
SMART Wealth
Nebraska
$2.16M +$696K +28,201 +47%
OWA
9
Outlook Wealth Advisors
Texas
$1.95M +$625K +25,321 +47%
HBS
10
Howard Bailey Securities
Indiana
$1.9M +$711K +28,806 +60%
TAP
11
Tounjian Advisory Partners
Florida
$1.88M -$57.8K -2,330 -3%
LI
12
LifeWealth Investments
Florida
$1.45M +$600K +24,330 +70%
FI
13
FWG Investments
Kentucky
$1.42M +$563K +22,822 +65%
CAG
14
Csenge Advisory Group
Florida
$1.35M +$571K +23,088 +73%
GLR
15
Great Lakes Retirement
Ohio
$1.22M +$298K +12,061 +32%
ECA
16
Elevated Capital Advisors
Utah
$1.14M – – –
FA
17
FSA Advisors
Michigan
$1.02M +$465K +18,838 +84%
GM
18
GeoWealth Management
Illinois
$779K +$78.2K +3,168 +11%
KFG
19
Kingdom Financial Group
Arizona
$543K +$543K +22,000 New
OMC
20
Old Mission Capital
Illinois
$504K +$99.7K +4,041 +25%
BFAG
21
Blackston Financial Advisory Group
Florida
$401K +$171K +6,931 +74%
SAW
22
Signal Advisors Wealth
Michigan
$359K +$359K +14,533 New
PSFG
23
Park Square Financial Group
Georgia
$172K +$128K +5,190 +289%
T
24
Transce3nd
Texas
$82.4K +$32.5K +1,317 +65%
EWM
25
Evolution Wealth Management
Florida
$67.4K +$67.4K +2,732 New
1
2