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QBUL

TrueShares Quarterly Bull Hedge ETF
QBUL

19 hedge funds and large institutions have $31.6M invested in TrueShares Quarterly Bull Hedge ETF in 2024 Q3 according to their latest regulatory filings, with 19 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

68.95% more ownership

Funds ownership: 0% → 68.95% (+69%)

Holders
19
Holders Change
+19
Holders Change %
–
% of All Funds
0.27%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
19
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AWM
AE Wealth Management
Kansas
+$21.6M
2
LAS
Lloyd Advisory Services
Georgia
+$3.24M
3
BOSSRA
B.O.S.S. Retirement Advisors
Utah
+$1.66M
4
ECA
Elevated Capital Advisors
Utah
+$697K
5
OWA
Outlook Wealth Advisors
Texas
+$675K

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1
AE Wealth Management
Kansas
$21.7M +$21.6M +857,812 New
LAS
2
Lloyd Advisory Services
Georgia
$3.26M +$3.24M +128,706 New
BOSSRA
3
B.O.S.S. Retirement Advisors
Utah
$1.66M +$1.66M +65,698 New
HBS
4
Howard Bailey Securities
Indiana
$893K +$888K +35,239 New
ECA
5
Elevated Capital Advisors
Utah
$701K +$697K +27,659 New
OWA
6
Outlook Wealth Advisors
Texas
$678K +$675K +26,782 New
SW
7
SMART Wealth
Nebraska
$568K +$565K +22,411 New
AWA
8
Authentikos Wealth Advisory
California
$518K +$515K +20,445 New
Jane Street
9
Jane Street
New York
$406K +$404K +16,038 New
OMC
10
Old Mission Capital
Illinois
$389K +$387K +15,342 New
GM
11
GeoWealth Management
Illinois
$256K +$254K +10,089 New
FI
12
FWG Investments
Kentucky
$248K +$246K +9,773 New
CAG
13
Csenge Advisory Group
Florida
$235K +$233K +9,259 New
PIS
14
POM Investment Strategies
North Carolina
$52.6K +$52.4K +2,078 New
PA
15
Pineridge Advisors
Missouri
$11.9K +$11.9K +471 New
Northwestern Mutual Wealth Management
16
Northwestern Mutual Wealth Management
Wisconsin
$2.05K +$2.04K +81 New
RWPA
17
Richard W. Paul & Associates
Michigan
$1.67K +$1.66K +66 New
Bank of America
18
Bank of America
North Carolina
$1.14K +$1.13K +45 New
UBS Group
19
UBS Group
Switzerland
$152 +$151 +6 New

QBUL Hedge Fund Activity: Q3 2024 in Review

19 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in TrueShares Quarterly Bull Hedge ETF (QBUL) for Q3 2024, worth a combined $31.6M.

Buyers outnumbered sellers: 19 funds opened new QBUL positions and 0 closed out — a net gain of 19 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was AE Wealth Management, opening a new position worth an estimated $21.6M.

  • 19 institutional investors held TrueShares Quarterly Bull Hedge ETF (QBUL) as of Q3 2024, up from 0 in Q2 2024.
  • Funds reported $31.6M of TrueShares Quarterly Bull Hedge ETF stock for Q3 2024.
  • 19 funds opened new TrueShares Quarterly Bull Hedge ETF positions in Q3 2024 and 0 closed out, a net change of +19 holders.
  • The largest TrueShares Quarterly Bull Hedge ETF buyer in Q3 2024 was AE Wealth Management, an estimated $21.6M added.

Based on aggregated 13F filings for Q3 2024.