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Quadratic Interest Rate Volatility and Inflation Hedge ETF

222 hedge funds and large institutions have $1.45B invested in Quadratic Interest Rate Volatility and Inflation Hedge ETF in 2021 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 70 increasing their positions, 96 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
222
Holders Change
-22
Holders Change %
-9.02%
% of All Funds
3.43%
Holding in Top 10
20
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-20%
% of All Funds
0.31%
New
39
Increased
70
Reduced
96
Closed
54
Calls
$433K
Puts
$12K
Net Calls
+$421K
Net Calls Change
-$1.55M
Name Holding Trade Value Shares
Change
Shares
Change %
AWA
251
Arkadios Wealth Advisors
Georgia
-$380K -13,644 Closed
CWM
252
Centric Wealth Management
Illinois
-$367K -13,155 Closed
OFA
253
Oak Family Advisors
Illinois
-$358K -12,850 Closed
VAS
254
Vestmark Advisory Solutions
Massachusetts
-$343K -12,315 Closed
SEP
255
Southland Equity Partners
Missouri
-$332K -11,913 Closed
JWA
256
JFS Wealth Advisors
Pennsylvania
-$323K -11,600 Closed
LGWM
257
Litman Gregory Wealth Management
California
-$321K -11,510 Closed
YIA
258
YHB Investment Advisors
Connecticut
-$298K -10,698 Closed
SS
259
Simplicity Solutions
Minnesota
-$278K -9,989 Closed
LWAC
260
Laurel Wealth Advisors (California)
California
-$266K -9,546 Closed
MC
261
Moors & Cabot
Massachusetts
-$204K -7,300 Closed
SWP
262
Stratos Wealth Partners
Ohio
-$200K -7,179 Closed
DTIM
263
Danda Trouve Investment Management
Kansas
-$192K -6,899 Closed
WWM
264
Wolff Wiese Magana
California
-$163K -5,852 Closed
SW
265
SVB Wealth
Massachusetts
-$41K -1,500 Closed
KFS
266
Kelly Financial Services
Massachusetts
-$20.4K -732 Closed
CCM
267
Covington Capital Management
California
-$16K -560 Closed
IFAM
268
Institutional & Family Asset Management
Colorado
-$14K -504 Closed
CFGS
269
Concourse Financial Group Securities
Alabama
-$8K -280 Closed
TWA
270
TCI Wealth Advisors
Arizona
-$2K -86 Closed
GRP
271
Global Retirement Partners
California
-$1K -25 Closed