QBER

TrueShares Quarterly Bear Hedge ETF

30 hedge funds and large institutions have $134M invested in TrueShares Quarterly Bear Hedge ETF in 2025 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 3 increasing their positions, 21 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

more ownership

Funds ownership:

more first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

86% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 21

Holders
30
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$1.99M
2 +$446K
3 +$358K
4
EWM
Evolution Wealth Management
Florida
+$29.2K

Top Sellers

1 -$13.9M
2 -$10.4M
3 -$3.28M
4
LI
LifeWealth Investments
Florida
-$2.87M
5
FA
FSA Advisors
Michigan
-$1.69M
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1
AE Wealth Management
Kansas
$75.3M
LAS
2
Lloyd Advisory Services
Georgia
$9.78M
MAWAG
3
Mid-American Wealth Advisory Group
Missouri
$8.09M
FWM
4
FSR Wealth Management
Illinois
$5.16M
OWA
5
Outlook Wealth Advisors
Texas
$4.57M
AWA
6
Authentikos Wealth Advisory
California
$4.44M
SW
7
SMART Wealth
Nebraska
$3.18M
HBS
8
Howard Bailey Securities
Indiana
$3.17M
TI
9
TrueMark Investments
Illinois
$2.98M
BOSSRA
10
B.O.S.S. Retirement Advisors
Utah
$2.54M
CAG
11
Csenge Advisory Group
Florida
$2.23M
FI
12
FWG Investments
Kentucky
$2.02M
LI
13
LifeWealth Investments
Florida
$1.61M
NA
14
Networth Advisors
Pennsylvania
$1.4M
AWMI
15
Aegis Wealth Management (Iowa)
Iowa
$1.38M
CA
16
Centennial Advisors
Texas
$1.24M
GLR
17
Great Lakes Retirement
Ohio
$1.13M
ECA
18
Elevated Capital Advisors
Utah
$938K
Q1WB
19
Quest 10 Wealth Builders
Virginia
$728K
KFG
20
Kingdom Financial Group
Arizona
$512K
BFAG
21
Blackston Financial Advisory Group
Florida
$503K
GRR
22
Golden Reserve Retirement
Ohio
$349K
KCM
23
Key Capital Management
Tennessee
$328K
EWM
24
Evolution Wealth Management
Florida
$248K
Morgan Stanley
25
Morgan Stanley
New York
$56.5K