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QBUL

TrueShares Quarterly Bull Hedge ETF

10 hedge funds and large institutions have $7.5M invested in TrueShares Quarterly Bull Hedge ETF in 2025 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 2 increasing their positions, 6 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.61% less ownership

Funds ownership: 78.37%75.76% (-2.6%)

66% less funds holding

Funds holding: 2910 (-19)

67% less repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 6

84% less capital invested

Capital invested by funds: $47.6M → $7.5M (-$40.1M)

90% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 21

Holders
10
Holders Change
-19
Holders Change %
-65.52%
% of All Funds
0.13%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
2
Reduced
6
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TI
1
TrueMark Investments
Illinois
$4.58M +$1.07M +41,565 +31%
ECA
2
Elevated Capital Advisors
Utah
$932K -$140K -5,442 -13%
AWM
3
AE Wealth Management
Kansas
$894K -$23.9M -932,860 -96%
HBS
4
Howard Bailey Securities
Indiana
$401K -$1.31M -51,084 -77%
CAG
5
Csenge Advisory Group
Florida
$358K -$583K -22,700 -62%
OMC
6
Old Mission Capital
Illinois
$264K -$16.9K -659 -6%
UBS Group
7
UBS Group
Switzerland
$51.7K -$9.8K -382 -16%
Osaic Holdings
8
Osaic Holdings
Arizona
$19.1K +$3.41K +133 +22%
ASN
9
Advisory Services Network
Georgia
$2.87K +$2.82K +110 New
Morgan Stanley
10
Morgan Stanley
New York
$1.41K +$1.39K +54 New
LAS
11
Lloyd Advisory Services
Georgia
-$3.02M -118,852 Closed
MAWAG
12
Mid-American Wealth Advisory Group
Missouri
-$2.6M -102,271 Closed
BOSSRA
13
B.O.S.S. Retirement Advisors
Utah
-$1.78M -69,908 Closed
FWM
14
FSR Wealth Management
Illinois
-$1.48M -58,293 Closed
LI
15
LifeWealth Investments
Florida
-$1.22M -47,837 Closed
TAP
16
Tounjian Advisory Partners
Florida
-$1.11M -44,562 Closed
SW
17
SMART Wealth
Nebraska
-$796K -31,304 Closed
OWA
18
Outlook Wealth Advisors
Texas
-$678K -26,635 Closed
GLR
19
Great Lakes Retirement
Ohio
-$564K -22,161 Closed
FI
20
FWG Investments
Kentucky
-$524K -20,587 Closed
Jane Street
21
Jane Street
New York
-$481K -18,914 Closed
FA
22
FSA Advisors
Michigan
-$427K -16,799 Closed
GM
23
GeoWealth Management
Illinois
-$362K -14,248 Closed
KFG
24
Kingdom Financial Group
Arizona
-$230K -9,050 Closed
Q1WB
25
Quest 10 Wealth Builders
Virginia
-$206K -8,104 Closed

QBUL Hedge Fund Activity: Q3 2025 in Review

10 of the 7,625 institutional investors tracked by Wall St. Rank reported a position in TrueShares Quarterly Bull Hedge ETF (QBUL) for Q3 2025, worth a combined $7.5M — down 84% from $47.6M a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of QBUL and 2 opened new positions — a net loss of 19 holders — while 6 trimmed existing stakes and 2 added.

The largest buyer was TrueMark Investments, adding an estimated $1.07M. The largest seller was AE Wealth Management, cutting an estimated $23.9M.

  • 10 institutional investors held TrueShares Quarterly Bull Hedge ETF (QBUL) as of Q3 2025, down from 29 in Q2 2025.
  • Funds reported $7.5M of TrueShares Quarterly Bull Hedge ETF stock for Q3 2025, down 84% quarter-over-quarter.
  • 2 funds opened new TrueShares Quarterly Bull Hedge ETF positions in Q3 2025 and 21 closed out, a net change of -19 holders.
  • The largest TrueShares Quarterly Bull Hedge ETF buyer in Q3 2025 was TrueMark Investments, an estimated $1.07M added.
  • The largest TrueShares Quarterly Bull Hedge ETF seller in Q3 2025 was AE Wealth Management, an estimated $23.9M sold.

Based on aggregated 13F filings for Q3 2025.