Global X Interest Rate Volatility & Inflation Hedge ETF
IRVH
1 hedge funds and large institutions have $672K invested in Global X Interest Rate Volatility & Inflation Hedge ETF in 2024 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 0 increasing their positions, reducing their positions, and 2 closing their positions.
32.69% less ownership
Funds ownership: 73.74% → 41.04% (-33%)
50% less funds holding
Funds holding: 2 → 1 (-1)
50% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 2
74% less capital invested
Capital invested by funds: $2.63M → $672K (-$1.96M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NWM
Napa Wealth Management
Napa,
California
|
+$672K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HCA
Heck Capital Advisors
Rhinelander,
Wisconsin
|
-$2M |
| 2 |
Goldman Sachs
New York
|
-$629K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
NWM
1
Napa Wealth Management
Napa,
California
| $672K | +$672K | +32,833 | New |
|
|
HCA
2
Heck Capital Advisors
Rhinelander,
Wisconsin
| – | -$2M | -95,351 | Closed |
|
|
3
Goldman Sachs
New York
| – | -$629K | -30,000 | Closed |
|
IRVH Hedge Fund Activity: Q2 2024 in Review
1 of the 6,927 institutional investors tracked by Wall St. Rank reported a position in Global X Interest Rate Volatility & Inflation Hedge ETF (IRVH) for Q2 2024, worth a combined $672K — down 74% from $2.63M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of IRVH and 1 opened new positions — a net loss of 1 holder — while 0 trimmed existing stakes and 0 added.
The largest buyer was Napa Wealth Management, opening a new position worth an estimated $672K. The largest seller was Heck Capital Advisors, exiting entirely with an estimated $2M sold.
- 1 institutional investor held Global X Interest Rate Volatility & Inflation Hedge ETF (IRVH) as of Q2 2024, down from 2 in Q1 2024.
- Funds reported $672K of Global X Interest Rate Volatility & Inflation Hedge ETF stock for Q2 2024, down 74% quarter-over-quarter.
- 1 fund opened new Global X Interest Rate Volatility & Inflation Hedge ETF positions in Q2 2024 and 2 closed out, a net change of -1 holder.
- The largest Global X Interest Rate Volatility & Inflation Hedge ETF buyer in Q2 2024 was Napa Wealth Management, an estimated $672K added.
- The largest Global X Interest Rate Volatility & Inflation Hedge ETF seller in Q2 2024 was Heck Capital Advisors, an estimated $2M sold.
Based on aggregated 13F filings for Q2 2024.