Global X Interest Rate Volatility & Inflation Hedge ETF
IRVH
2 hedge funds and large institutions have $2.63M invested in Global X Interest Rate Volatility & Inflation Hedge ETF in 2024 Q1 according to their latest regulatory filings, with 0 funds opening new positions, 1 increasing their positions, 0 reducing their positions, and 1 closing their positions.
1% less capital invested
Capital invested by funds: $2.65M → $2.63M (-$18.9K)
2.2% less ownership
Funds ownership: 75.94% → 73.74% (-2.2%)
33% less funds holding
Funds holding: 3 → 2 (-1)
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HCA
Heck Capital Advisors
Rhinelander,
Wisconsin
|
+$91.4K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$9.42K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
HCA
1
Heck Capital Advisors
Rhinelander,
Wisconsin
| $2M | +$91.4K | +4,281 | +5% |
|
2
Goldman Sachs
New York
| $629K | – | – | – |
|
|
3
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$9.42K | -431 | Closed |
|
IRVH Hedge Fund Activity: Q1 2024 in Review
2 of the 6,945 institutional investors tracked by Wall St. Rank reported a position in Global X Interest Rate Volatility & Inflation Hedge ETF (IRVH) for Q1 2024, worth a combined $2.63M — down 0.72% from $2.65M a quarter earlier.
Sellers outnumbered buyers: 1 fund closed out of IRVH and 0 opened new positions — a net loss of 1 holder — while 0 trimmed existing stakes and 1 added.
The largest buyer was Heck Capital Advisors, adding an estimated $91.4K. The largest seller was Bank of Montreal, exiting entirely with an estimated $9.42K sold.
- 2 institutional investors held Global X Interest Rate Volatility & Inflation Hedge ETF (IRVH) as of Q1 2024, down from 3 in Q4 2023.
- Funds reported $2.63M of Global X Interest Rate Volatility & Inflation Hedge ETF stock for Q1 2024, down 0.72% quarter-over-quarter.
- 0 funds opened new Global X Interest Rate Volatility & Inflation Hedge ETF positions in Q1 2024 and 1 closed out, a net change of -1 holder.
- The largest Global X Interest Rate Volatility & Inflation Hedge ETF buyer in Q1 2024 was Heck Capital Advisors, an estimated $91.4K added.
- The largest Global X Interest Rate Volatility & Inflation Hedge ETF seller in Q1 2024 was Bank of Montreal, an estimated $9.42K sold.
Based on aggregated 13F filings for Q1 2024.