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QBUL

TrueShares Quarterly Bull Hedge ETF

29 hedge funds and large institutions have $47.6M invested in TrueShares Quarterly Bull Hedge ETF in 2025 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 14 increasing their positions, 9 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 9

8% more capital invested

Capital invested by funds: $44.1M → $47.6M (+$3.48M)

1.2% less ownership

Funds ownership: 79.57%78.37% (-1.2%)

3% less funds holding

Funds holding: 3029 (-1)

20% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 5

Holders
29
Holders Change
-1
Holders Change %
-3.33%
% of All Funds
0.38%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
14
Reduced
9
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1
AE Wealth Management
Kansas
$24.6M +$186K +7,433 +0.8%
TI
2
TrueMark Investments
Illinois
$3.41M +$2.02M +80,942 +152%
LAS
3
Lloyd Advisory Services
Georgia
$3.02M -$95.8K -3,832 -3%
MAWAG
4
Mid-American Wealth Advisory Group
Missouri
$2.6M +$313K +12,535 +14%
BOSSRA
5
B.O.S.S. Retirement Advisors
Utah
$1.78M +$23K +921 +1%
HBS
6
Howard Bailey Securities
Indiana
$1.69M +$55.9K +2,235 +3%
FWM
7
FSR Wealth Management
Illinois
$1.48M +$8.47K +339 +0.6%
LI
8
LifeWealth Investments
Florida
$1.22M +$139K +5,577 +13%
TAP
9
Tounjian Advisory Partners
Florida
$1.11M -$32.2K -1,288 -3%
ECA
10
Elevated Capital Advisors
Utah
$1.02M
CAG
11
Csenge Advisory Group
Florida
$914K +$482K +19,295 +113%
SW
12
SMART Wealth
Nebraska
$796K -$16.5K -662 -2%
OWA
13
Outlook Wealth Advisors
Texas
$678K -$3.07K -123 -0.5%
GLR
14
Great Lakes Retirement
Ohio
$564K -$47.9K -1,917 -8%
FI
15
FWG Investments
Kentucky
$524K +$61K +2,441 +13%
Jane Street
16
Jane Street
New York
$481K +$473K +18,914 New
FA
17
FSA Advisors
Michigan
$427K +$119K +4,764 +40%
GM
18
GeoWealth Management
Illinois
$362K -$42.2K -1,688 -11%
OMC
19
Old Mission Capital
Illinois
$275K -$269K -10,780 -50%
KFG
20
Kingdom Financial Group
Arizona
$230K +$226K +9,050 New
Q1WB
21
Quest 10 Wealth Builders
Virginia
$206K +$26.9K +1,076 +15%
PSFG
22
Park Square Financial Group
Georgia
$64.7K +$35K +1,399 +122%
UBS Group
23
UBS Group
Switzerland
$60.2K +$59.1K +2,366 New
T
24
Transce3nd
Texas
$32.7K -$350 -14 -1%
Osaic Holdings
25
Osaic Holdings
Arizona
$15.3K +$10K +400 +200%

QBUL Hedge Fund Activity: Q2 2025 in Review

29 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in TrueShares Quarterly Bull Hedge ETF (QBUL) for Q2 2025, worth a combined $47.6M — up 7.9% from $44.1M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of QBUL and 4 opened new positions — a net loss of 1 holder — while 9 trimmed existing stakes and 14 added.

The largest buyer was TrueMark Investments, adding an estimated $2.02M. The largest seller was Authentikos Wealth Advisory, exiting entirely with an estimated $1.13M sold.

  • 29 institutional investors held TrueShares Quarterly Bull Hedge ETF (QBUL) as of Q2 2025, down from 30 in Q1 2025.
  • Funds reported $47.6M of TrueShares Quarterly Bull Hedge ETF stock for Q2 2025, up 7.9% quarter-over-quarter.
  • 4 funds opened new TrueShares Quarterly Bull Hedge ETF positions in Q2 2025 and 5 closed out, a net change of -1 holder.
  • The largest TrueShares Quarterly Bull Hedge ETF buyer in Q2 2025 was TrueMark Investments, an estimated $2.02M added.
  • The largest TrueShares Quarterly Bull Hedge ETF seller in Q2 2025 was Authentikos Wealth Advisory, an estimated $1.13M sold.

Based on aggregated 13F filings for Q2 2025.