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Quadratic Interest Rate Volatility and Inflation Hedge ETF
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Overview Fund Activity

69 hedge funds and large institutions have $106M invested in Quadratic Interest Rate Volatility and Inflation Hedge ETF in 2025 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 23 increasing their positions, 21 reducing their positions, and 28 closing their positions.

Holders
69
Holders Change
-18
Holders Change %
-20.69%
% of All Funds
0.93%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
12
Increased
23
Reduced
21
Closed
28
Calls
$497K
Puts
$505K
Net Calls
-$8K
Net Calls Change
+$222K

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$8M
2
Morgan Stanley
2
Morgan Stanley
New York
$6.96M
3
BPWM
3
BCS Private Wealth Management
New Jersey
$3.58M
4
BIG
4
Brookwood Investment Group
Arizona
$3.07M
5
FGA
5
Fortis Group Advisors
New Jersey
$1.98M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$9.55K
2
RBA
2
Richard Bernstein Advisors
New York
$7.95K
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$0
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$4.76M
5
SC
5
Scotia Capital
Ontario, Canada
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Raymond James Financial
1
Raymond James Financial
Florida
$15.3M 781,437 -12,950 -2%
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$14.5M 748,854 -10,704 -1%
FA
3
Faithward Advisors
Pennsylvania
$13.5M 689,405 +15,220 +2%
Wells Fargo
4
Wells Fargo
California
$8M 409,251 +239,496 +141%
Morgan Stanley
5
Morgan Stanley
New York
$6.96M 355,688 +193,942 +120%
RIA
6
Regal Investment Advisors
Michigan
$5.43M 277,662 +4,522 +2%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$4.76M 243,738 -167,813 -41%
BPWM
8
BCS Private Wealth Management
New Jersey
$3.58M 183,062 +183,062 New
PHS
9
Pekin Hardy Strauss
Illinois
$3.58M 182,857 +11,890 +7%
OWM
10
Opes Wealth Management
California
$3.15M 161,225 -8,765 -5%
BIG
11
Brookwood Investment Group
Arizona
$3.07M 157,186 +157,186 New
HighTower Advisors
12
HighTower Advisors
Illinois
$2.75M 140,474 -120,850 -46%
LPL Financial
13
LPL Financial
California
$2.58M 131,924 -6,524 -5%
BFG
14
Bleakley Financial Group
New Jersey
$2.48M 126,733 +47,516 +60%
FGA
15
Fortis Group Advisors
New Jersey
$1.98M 103,233 +71,995 +230%
CPIG
16
Chicago Partners Investment Group
Illinois
$1.91M 97,624 +3 +0%
US Bancorp
17
US Bancorp
Minnesota
$1.19M 60,912 +11,729 +24%
Citadel Advisors
18
Citadel Advisors
Florida
$1.02M 52,179 +9,100 +21%
OPOWM
19
One Plus One Wealth Management
Florida
$902K 46,123 +1,600 +4%
BCA
20
Bay Colony Advisors
Massachusetts
$861K 44,006 +29 +0.1%
CAPTRUST Financial Advisors
21
CAPTRUST Financial Advisors
North Carolina
$843K 43,122 -362 -0.8%
OMC
22
Old Mission Capital
Illinois
$689K 35,218 +35,218 New
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$633K 32,352 +7,213 +29%
MAA
24
Mraz Amerine & Associates
California
$606K 30,989 -2,825 -8%
Stifel Financial
25
Stifel Financial
Missouri
$597K 30,497 -50,997 -63%
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