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QBUL

TrueShares Quarterly Bull Hedge ETF

30 hedge funds and large institutions have $44.1M invested in TrueShares Quarterly Bull Hedge ETF in 2025 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 17 increasing their positions, 7 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

143% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 7

100% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 2

15% more capital invested

Capital invested by funds: $38.4M → $44.1M (+$5.68M)

7% more funds holding

Funds holding: 2830 (+2)

1.07% more ownership

Funds ownership: 78.5%79.57% (+1.1%)

Holders
30
Holders Change
+2
Holders Change %
+7.14%
% of All Funds
0.4%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
17
Reduced
7
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1
AE Wealth Management
Kansas
$23.9M +$355K +14,279 +2%
LAS
2
Lloyd Advisory Services
Georgia
$3.05M -$150K -6,061 -5%
MAWAG
3
Mid-American Wealth Advisory Group
Missouri
$2.23M +$205K +8,267 +10%
BOSSRA
4
B.O.S.S. Retirement Advisors
Utah
$1.72M +$21.6K +870 +1%
HBS
5
Howard Bailey Securities
Indiana
$1.6M +$791K +31,860 +98%
FWM
6
FSR Wealth Management
Illinois
$1.44M +$24.5K +985 +2%
TI
7
TrueMark Investments
Illinois
$1.32M +$1.32M +53,186 New
TAP
8
Tounjian Advisory Partners
Florida
$1.14M +$1.14M +45,850 New
AWA
9
Authentikos Wealth Advisory
California
$1.13M +$599K +24,141 +113%
LI
10
LifeWealth Investments
Florida
$1.05M +$755K +30,400 +256%
ECA
11
Elevated Capital Advisors
Utah
$1.02M +$51.6K +2,078 +5%
SW
12
SMART Wealth
Nebraska
$795K +$81.9K +3,297 +12%
OWA
13
Outlook Wealth Advisors
Texas
$665K -$11.3K -454 -2%
GLR
14
Great Lakes Retirement
Ohio
$599K -$28.2K -1,134 -4%
OMC
15
Old Mission Capital
Illinois
$536K +$536K +21,572 New
FI
16
FWG Investments
Kentucky
$451K +$100K +4,044 +29%
CAG
17
Csenge Advisory Group
Florida
$424K +$72.2K +2,909 +20%
GM
18
GeoWealth Management
Illinois
$396K +$31.9K +1,286 +9%
FA
19
FSA Advisors
Michigan
$299K +$66.1K +2,664 +28%
Q1WB
20
Quest 10 Wealth Builders
Virginia
$175K +$37.7K +1,520 +28%
LRWM
21
Lord & Richards Wealth Management
Colorado
$71.4K -$262K -10,546 -79%
PIS
22
POM Investment Strategies
North Carolina
$47.3K -$6.31K -254 -12%
T
23
Transce3nd
Texas
$32.3K +$50 +2 +0.2%
PSFG
24
Park Square Financial Group
Georgia
$28.5K +$18.6K +748 +188%
CAWM
25
Capital A Wealth Management
Pennsylvania
$10.1K -$21.7K -874 -68%

QBUL Hedge Fund Activity: Q1 2025 in Review

30 of the 7,461 institutional investors tracked by Wall St. Rank reported a position in TrueShares Quarterly Bull Hedge ETF (QBUL) for Q1 2025, worth a combined $44.1M — up 15% from $38.4M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new QBUL positions and 2 closed out — a net gain of 2 holders — while 17 added to existing stakes and 7 trimmed.

The largest buyer was TrueMark Investments, opening a new position worth an estimated $1.32M. The largest seller was Jane Street, exiting entirely with an estimated $265K sold.

  • 30 institutional investors held TrueShares Quarterly Bull Hedge ETF (QBUL) as of Q1 2025, up from 28 in Q4 2024.
  • Funds reported $44.1M of TrueShares Quarterly Bull Hedge ETF stock for Q1 2025, up 15% quarter-over-quarter.
  • 4 funds opened new TrueShares Quarterly Bull Hedge ETF positions in Q1 2025 and 2 closed out, a net change of +2 holders.
  • The largest TrueShares Quarterly Bull Hedge ETF buyer in Q1 2025 was TrueMark Investments, an estimated $1.32M added.
  • The largest TrueShares Quarterly Bull Hedge ETF seller in Q1 2025 was Jane Street, an estimated $265K sold.

Based on aggregated 13F filings for Q1 2025.