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Quadratic Interest Rate Volatility and Inflation Hedge ETF
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Overview Fund Activity

201 hedge funds and large institutions have $1.02B invested in Quadratic Interest Rate Volatility and Inflation Hedge ETF in 2022 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 44 increasing their positions, 104 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
201
Holders Change
-21
Holders Change %
-9.46%
% of All Funds
3.18%
Holding in Top 10
14
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-30%
% of All Funds
0.22%
New
34
Increased
44
Reduced
104
Closed
52
Calls
$428K
Puts
–
Net Calls
+$428K
Net Calls Change
+$7K

Top Buyers

1
AWM
1
Ameliora Wealth Management
Switzerland
$35.6M
2
Jane Street
2
Jane Street
New York
$24.3M
3
ASFA
3
All Season Financial Advisors
Colorado
$6.34M
4
JCM
4
Janney Capital Management
Pennsylvania
$24.7M
5
IA
5
IFP Advisors
Florida
$17.3M

Top Sellers

1
CP
1
Castleview Partners
Texas
$967K
2
Wells Fargo
2
Wells Fargo
California
$32.6M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$5.26M
4
US Bancorp
4
US Bancorp
Minnesota
$33.5M
5
AIM
5
Astor Investment Management
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
DC
226
Davenport & Co
Virginia
– -$469K -17,462 Closed
MTWM
227
Masso Torrence Wealth Management
New Jersey
– -$454K -16,910 Closed
CS
228
Credit Suisse
Switzerland
– -$402K -14,986 Closed
P
229
&Partners
Tennessee
– -$387K -14,405 Closed
LAS
230
Lloyd Advisory Services
Georgia
– -$376K -13,998 Closed
HAM
231
Hedges Asset Management
Nevada
– -$317K -11,800 Closed
RIA
232
Realta Investment Advisors
Delaware
– -$301K -11,228 Closed
IP
233
Intellectus Partners
California
– -$269K -10,000 Closed
EH
234
Equitable Holdings
New York
– -$268K -9,977 Closed
BWM
235
BlackDiamond Wealth Management
New York
– -$220K -8,205 Closed
BRWA
236
B. Riley Wealth Advisors
Florida
– -$221K -8,200 Closed
SWA
237
Stratos Wealth Advisors
Ohio
– -$214K -7,963 Closed
BRWM
238
B. Riley Wealth Management
Tennessee
– -$203K -7,543 Closed
SFM
239
Signet Financial Management
New Jersey
– -$160K -5,955 Closed
CWS
240
Confluence Wealth Services
Pennsylvania
– -$124K -4,652 Closed
BHWM
241
Bay Harbor Wealth Management
Maryland
– -$102K -3,942 Closed
DWP
242
Destiny Wealth Partners
Florida
– -$103K -3,846 Closed
NL
243
NVWM LLC
Pennsylvania
– -$84K -3,124 Closed
PFGIA
244
Patriot Financial Group Insurance Agency
Massachusetts
– -$52K -1,933 Closed
FHA
245
First Horizon Advisors
Tennessee
– -$30K -1,147 Closed
Simplex Trading
246
Simplex Trading
Illinois
– -$21K -815 Closed
MCC
247
Money Concepts Capital
Florida
– -$14K -514 Closed
BWA
248
BDO Wealth Advisors
Florida
– -$8K -289 Closed
S
249
SignatureFD
Georgia
– -$7K -253 Closed
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