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Quadratic Interest Rate Volatility and Inflation Hedge ETF
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Overview Fund Activity

106 hedge funds and large institutions have $406M invested in Quadratic Interest Rate Volatility and Inflation Hedge ETF in 2020 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 43 increasing their positions, 12 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
106
Holders Change
+34
Holders Change %
+47.22%
% of All Funds
1.88%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.12%
New
45
Increased
43
Reduced
12
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WP
1
WealthPLAN Partners
Nebraska
$27.4M
2
Wells Fargo
2
Wells Fargo
California
$25.8M
3
LPL Financial
3
LPL Financial
California
$17.6M
4
PAG
4
Private Advisor Group
New Jersey
$14.7M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$40.1M

Top Sellers

1
OCPWS
1
One Charles Private Wealth Services
Massachusetts
$0
2
FEG
2
Financial Enhancement Group
Indiana
$5.96M
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$1.13M
4
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$8.17M
5
TCM
5
Tuttle Capital Management
Connecticut
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
IA
26
IFP Advisors
Florida
$5.38M +$3.17M +113,099 +143%
CPIG
27
Chicago Partners Investment Group
Illinois
$4.89M +$383K +13,451 +8%
F
28
F3Logic
Minnesota
$4.52M +$406K +14,550 +10%
SCP
29
Silverleafe Capital Partners
Tennessee
$4.5M +$1.39M +49,685 +45%
MW
30
MBL Wealth
North Carolina
$4.39M +$4.39M +156,940 New
BHTS
31
Bar Harbor Trust Services
Maine
$4.27M +$4.27M +152,485 New
BA
32
Ballew Advisors
Mississippi
$3.93M +$842K +29,905 +27%
BS
33
Boenning & Scattergood
Pennsylvania
$3.4M +$720K +25,752 +27%
LPT
34
Legacy Private Trust
Wisconsin
$3.39M +$3.39M +121,276 New
Osaic Holdings
35
Osaic Holdings
Arizona
$3.39M +$1.57M +56,089 +86%
HighTower Advisors
36
HighTower Advisors
Illinois
$3.39M +$1.98M +70,703 +140%
Stifel Financial
37
Stifel Financial
Missouri
$3.09M +$1.1M +39,180 +55%
CAG
38
Csenge Advisory Group
Florida
$2.8M -$1.1M -39,441 -28%
NA
39
NewEdge Advisors
Louisiana
$2.67M +$2.67M +95,298 New
WCA
40
Windsor Creek Advisors
Vermont
$2.66M +$75.5K +2,700 +3%
FAIM
41
Financial Advocates Investment Management
Washington
$2.64M +$2.64M +94,257 New
GLA
42
Good Life Advisors
Pennsylvania
$2.41M +$2.41M +86,107 New
GWM
43
Geneos Wealth Management
Colorado
$2.16M +$2.02M +122,195 +1,480%
UR
44
USCA RIA
Texas
$2M +$624K +22,312 +45%
TF
45
Trek Financial
Arizona
$1.95M +$1.95M +69,683 New
AWM
46
AE Wealth Management
Kansas
$1.87M +$1.87M +66,722 New
SS
47
Simplicity Solutions
Minnesota
$1.82M +$1.82M +64,988 New
PCM
48
Poehling Capital Management
Wisconsin
$1.81M +$75.7K +2,707 +4%
SWA
49
Stratos Wealth Advisors
Ohio
$1.79M +$1.79M +64,027 New
PFS
50
Prospera Financial Services
Texas
$1.7M +$1.7M +60,898 New
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