TrueShares Quarterly Bull Hedge ETF
QBUL
28 hedge funds and large institutions have $38.4M invested in TrueShares Quarterly Bull Hedge ETF in 2024 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 13 increasing their positions, 3 reducing their positions, and 3 closing their positions.
333% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 3
300% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 3
47% more funds holding
Funds holding: 19 → 28 (+9)
22% more capital invested
Capital invested by funds: $31.6M → $38.4M (+$6.82M)
9.55% more ownership
Funds ownership: 68.95% → 78.5% (+9.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$2.22M |
| 2 |
MAWAG
Mid-American Wealth Advisory Group
Kansas City,
Missouri
|
+$2.07M |
| 3 |
GLR
Great Lakes Retirement
Sandusky,
Ohio
|
+$640K |
| 4 |
ECA
Elevated Capital Advisors
Sandy,
Utah
|
+$291K |
| 5 |
FA
FSA Advisors
Troy,
Michigan
|
+$238K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$389K |
| 2 |
Jane Street
New York
|
-$136K |
| 3 |
HBS
Howard Bailey Securities
Fort Wayne,
Indiana
|
-$72.4K |
| 4 |
PA
Pineridge Advisors
St. Charles,
Missouri
|
-$3.53K |
| 5 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$2.05K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
NMG
26
New Millennium Group
Sandy,
Utah
| $1.75K | +$1.8K | +71 | New |
|
|
RWPA
27
Richard W. Paul & Associates
Novi,
Michigan
| $1.66K | +$25 | +1 | +2% |
|
28
UBS Group
Zurich,
Switzerland
| $890 | +$762 | +30 | +500% |
|
|
OMC
29
Old Mission Capital
Chicago,
Illinois
| – | -$389K | -15,342 | Closed |
|
|
30
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$2.05K | -81 | Closed |
|
31
Bank of America
Charlotte,
North Carolina
| – | -$1.14K | -45 | Closed |
|
QBUL Hedge Fund Activity: Q4 2024 in Review
28 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in TrueShares Quarterly Bull Hedge ETF (QBUL) for Q4 2024, worth a combined $38.4M — up 22% from $31.6M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new QBUL positions and 3 closed out — a net gain of 9 holders — while 13 added to existing stakes and 3 trimmed.
The largest buyer was AE Wealth Management, adding an estimated $2.22M. The largest seller was Old Mission Capital, exiting entirely with an estimated $389K sold.
- 28 institutional investors held TrueShares Quarterly Bull Hedge ETF (QBUL) as of Q4 2024, up from 19 in Q3 2024.
- Funds reported $38.4M of TrueShares Quarterly Bull Hedge ETF stock for Q4 2024, up 22% quarter-over-quarter.
- 12 funds opened new TrueShares Quarterly Bull Hedge ETF positions in Q4 2024 and 3 closed out, a net change of +9 holders.
- The largest TrueShares Quarterly Bull Hedge ETF buyer in Q4 2024 was AE Wealth Management, an estimated $2.22M added.
- The largest TrueShares Quarterly Bull Hedge ETF seller in Q4 2024 was Old Mission Capital, an estimated $389K sold.
Based on aggregated 13F filings for Q4 2024.