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QBUL

TrueShares Quarterly Bull Hedge ETF

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.

New
Increased
Maintained
Reduced
Closed

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: 1928 (+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%)

Holders
28
Holders Change
+9
Holders Change %
+47.37%
% of All Funds
0.37%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
13
Reduced
3
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1
AE Wealth Management
Kansas
$23.4M +$2.22M +87,625 +10%
LAS
2
Lloyd Advisory Services
Georgia
$3.18M +$990 +39 +0%
MAWAG
3
Mid-American Wealth Advisory Group
Missouri
$2.01M +$2.07M +81,469 New
BOSSRA
4
B.O.S.S. Retirement Advisors
Utah
$1.68M +$61.4K +2,419 +4%
FWM
5
FSR Wealth Management
Illinois
$1.41M +$1.45M +56,969 New
ECA
6
Elevated Capital Advisors
Utah
$967K +$291K +11,445 +41%
HBS
7
Howard Bailey Securities
Indiana
$801K -$72.4K -2,852 -8%
SW
8
SMART Wealth
Nebraska
$709K +$159K +6,258 +28%
OWA
9
Outlook Wealth Advisors
Texas
$673K +$10.9K +430 +2%
GLR
10
Great Lakes Retirement
Ohio
$623K +$640K +25,212 New
AWA
11
Authentikos Wealth Advisory
California
$529K +$23.8K +939 +5%
GM
12
GeoWealth Management
Illinois
$362K +$116K +4,561 +45%
CAG
13
Csenge Advisory Group
Florida
$352K +$126K +4,972 +54%
FI
14
FWG Investments
Kentucky
$349K +$110K +4,329 +44%
LRWM
15
Lord & Richards Wealth Management
Colorado
$332K +$341K +13,419 New
LI
16
LifeWealth Investments
Florida
$293K +$301K +11,860 New
Jane Street
17
Jane Street
New York
$265K -$136K -5,339 -33%
FA
18
FSA Advisors
Michigan
$232K +$238K +9,371 New
Q1WB
19
Quest 10 Wealth Builders
Virginia
$136K +$140K +5,508 New
PIS
20
POM Investment Strategies
North Carolina
$53.4K +$2.03K +80 +4%
T
21
Transce3nd
Texas
$32.1K +$32.9K +1,297 New
CAWM
22
Capital A Wealth Management
Pennsylvania
$31.6K +$32.5K +1,279 New
PSFG
23
Park Square Financial Group
Georgia
$9.84K +$10.1K +398 New
PA
24
Pineridge Advisors
Missouri
$8.21K -$3.53K -139 -30%
DRP
25
Decker Retirement Planning
Utah
$4.05K +$4.16K +164 New

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.