Quadratic Interest Rate Volatility and Inflation Hedge ETF
IVOL
243 hedge funds and large institutions have $2.13B invested in Quadratic Interest Rate Volatility and Inflation Hedge ETF in 2021 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 129 increasing their positions, 45 reducing their positions, and 31 closing their positions.
211% more call options, than puts
Call options by funds: $3.75M | Put options by funds: $1.21M
187% more repeat investments, than reductions
Existing positions increased: 129 | Existing positions reduced: 45
87% more first-time investments, than exits
New positions opened: 58 | Existing positions closed: 31
44% more capital invested
Capital invested by funds: $1.47B → $2.13B (+$653M)
10% more funds holding
Funds holding: 220 → 243 (+23)
4% more funds holding in top 10
Funds holding in top 10: 23 → 24 (+1)
2.48% more ownership
Funds ownership: 57.31% → 59.79% (+2.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$172M |
| 2 |
RBA
Richard Bernstein Advisors
New York
|
+$106M |
| 3 |
Morgan Stanley
New York
|
+$79.4M |
| 4 |
Fifth Third Bancorp
Cincinnati,
Ohio
|
+$47.8M |
| 5 |
US Bancorp
Minneapolis,
Minnesota
|
+$44.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HCM
Hilton Capital Management
Garden City,
New York
|
-$70.3M |
| 2 |
CWG
Cornerstone Wealth Group
Huntersville,
North Carolina
|
-$28.6M |
| 3 |
RWA
Redhawk Wealth Advisors
Minneapolis,
Minnesota
|
-$15.5M |
| 4 |
SAS
SMI Advisory Services
Columbus,
Indiana
|
-$14M |
| 5 |
ACA
Aptus Capital Advisors
Fairhope,
Alabama
|
-$12.8M |
IVOL Hedge Fund Activity: Q2 2021 in Review
243 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Quadratic Interest Rate Volatility and Inflation Hedge ETF (IVOL) for Q2 2021, worth a combined $2.13B — up 44% from $1.47B a quarter earlier.
Buyers outnumbered sellers: 58 funds opened new IVOL positions and 31 closed out — a net gain of 27 holders — while 129 added to existing stakes and 45 trimmed.
The largest buyer was Bank of America, adding an estimated $172M. The largest seller was Hilton Capital Management, exiting entirely with an estimated $70.3M sold.
- 243 institutional investors held Quadratic Interest Rate Volatility and Inflation Hedge ETF (IVOL) as of Q2 2021, up from 220 in Q1 2021.
- Funds reported $2.13B of Quadratic Interest Rate Volatility and Inflation Hedge ETF stock for Q2 2021, up 44% quarter-over-quarter.
- 58 funds opened new Quadratic Interest Rate Volatility and Inflation Hedge ETF positions in Q2 2021 and 31 closed out, a net change of +27 holders.
- The largest Quadratic Interest Rate Volatility and Inflation Hedge ETF buyer in Q2 2021 was Bank of America, an estimated $172M added.
- The largest Quadratic Interest Rate Volatility and Inflation Hedge ETF seller in Q2 2021 was Hilton Capital Management, an estimated $70.3M sold.
Based on aggregated 13F filings for Q2 2021.