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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 %
UBS Group
26
UBS Group
Switzerland
$594K 30,388 +30,388 New
Fifth Third Bancorp
27
Fifth Third Bancorp
Ohio
$460K 23,495 -1,500 -6%
HH
28
Hilltop Holdings
Texas
$426K 21,778 -8,218 -27%
IA
29
IFP Advisors
Florida
$404K 20,655 -49,800 -71%
MFG
30
Magnus Financial Group
New York
$384K 19,657 +14 +0.1%
NA
31
NewEdge Advisors
Louisiana
$371K 18,991 +843 +5%
SPIA
32
Steward Partners Investment Advisory
New York
$269K 13,736 +1 +0%
SPWM
33
Straight Path Wealth Management
Michigan
$263K 13,439 -1,513 -10%
PG
34
Prostatis Group
Maryland
$247K 12,637 +12,637 New
AQR Capital Management
35
AQR Capital Management
Connecticut
$213K 10,888 +10,888 New
Comerica Bank
36
Comerica Bank
Texas
$198K 10,112 -4,036 -29%
EWM
37
EPG Wealth Management
Georgia
$162K 8,263 +66 +0.8%
MA
38
MCF Advisors
Kentucky
$138K 7,070 -58 -0.8%
Carson Wealth (CWM LLC)
39
Carson Wealth (CWM LLC)
Nebraska
$138K 7,033 +2,490 +55%
LWA
40
Lowe Wealth Advisors
Maryland
$127K 6,500 -200 -3%
William Blair & Company
41
William Blair & Company
Illinois
$68.3K 3,490 -599 -15%
CIAS
42
Capital Investment Advisory Services
North Carolina
$63.5K 3,245 – –
Osaic Holdings
43
Osaic Holdings
Arizona
$55.8K 3,137 -127,882 -98%
TWC
44
TD Waterhouse Canada
Ontario, Canada
$47.5K 2,450 – –
ICM
45
Islay Capital Management
Texas
$46.9K 2,400 – –
GRP
46
Global Retirement Partners
California
$39.4K 2,012 +2,012 New
TH
47
TCTC Holdings
Texas
$31.8K 1,624 – –
GSWM
48
Golden State Wealth Management
California
$30.3K 1,549 – –
LFG
49
Larson Financial Group
Missouri
$25.3K 1,293 +12 +0.9%
TF
50
Tompkins Financial
New York
$22.1K 1,130 – –
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