Global X Interest Rate Volatility & Inflation Hedge ETF
IRVH
3 hedge funds and large institutions have $2.65M invested in Global X Interest Rate Volatility & Inflation Hedge ETF in 2023 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 0 increasing their positions, 1 reducing their positions, and closing their positions.
50% more funds holding
Funds holding: 2 → 3 (+1)
1% more capital invested
Capital invested by funds: $2.61M → $2.65M (+$38.6K)
1.3% less ownership
Funds ownership: 77.24% → 75.94% (-1.3%)
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$9.23K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HCA
Heck Capital Advisors
Rhinelander,
Wisconsin
|
-$53.8K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
HCA
1
Heck Capital Advisors
Rhinelander,
Wisconsin
| $1.98M | -$53.8K | -2,512 | -3% |
|
2
Goldman Sachs
New York
| $654K | – | – | – |
|
|
3
Bank of Montreal
Toronto,
Ontario, Canada
| $9.42K | +$9.23K | +431 | New |
|
IRVH Hedge Fund Activity: Q4 2023 in Review
3 of the 6,863 institutional investors tracked by Wall St. Rank reported a position in Global X Interest Rate Volatility & Inflation Hedge ETF (IRVH) for Q4 2023, worth a combined $2.65M — up 1.5% from $2.61M a quarter earlier.
Buyers outnumbered sellers: 1 fund opened new IRVH positions and 0 closed out — a net gain of 1 holder — while 0 added to existing stakes and 1 trimmed.
The largest buyer was Bank of Montreal, opening a new position worth an estimated $9.23K. The largest seller was Heck Capital Advisors, cutting an estimated $53.8K.
- 3 institutional investors held Global X Interest Rate Volatility & Inflation Hedge ETF (IRVH) as of Q4 2023, up from 2 in Q3 2023.
- Funds reported $2.65M of Global X Interest Rate Volatility & Inflation Hedge ETF stock for Q4 2023, up 1.5% quarter-over-quarter.
- 1 fund opened new Global X Interest Rate Volatility & Inflation Hedge ETF positions in Q4 2023 and 0 closed out, a net change of +1 holder.
- The largest Global X Interest Rate Volatility & Inflation Hedge ETF buyer in Q4 2023 was Bank of Montreal, an estimated $9.23K added.
- The largest Global X Interest Rate Volatility & Inflation Hedge ETF seller in Q4 2023 was Heck Capital Advisors, an estimated $53.8K sold.
Based on aggregated 13F filings for Q4 2023.