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Quadratic Interest Rate Volatility and Inflation Hedge ETF

220 hedge funds and large institutions have $1.47B invested in Quadratic Interest Rate Volatility and Inflation Hedge ETF in 2021 Q1 according to their latest regulatory filings, with 122 funds opening new positions, 79 increasing their positions, 11 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
220
Holders Change
+114
Holders Change %
+107.55%
% of All Funds
3.87%
Holding in Top 10
23
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+228.57%
% of All Funds
0.41%
New
122
Increased
79
Reduced
11
Closed
8
Calls
$5.63M
Puts
$1.25M
Net Calls
+$4.38M
Net Calls Change
+$4.38M
Name Holding Trade Value Shares
Change
Shares
Change %
RWA
26
Redhawk Wealth Advisors
Minnesota
$15.5M +$15.5M +542,345 New
Osaic Holdings
27
Osaic Holdings
Arizona
$15.5M +$12M +420,958 +347%
PFA
28
Peak Financial Advisors
Colorado
$14.5M +$4.38M +153,337 +43%
SAS
29
SMI Advisory Services
Indiana
$14M +$14M +490,632 New
RJA
30
Raymond James & Associates
Florida
$13.9M +$6.75M +236,307 +94%
IA
31
IFP Advisors
Florida
$13.6M +$8.09M +283,065 +147%
SW
32
SlateStone Wealth
Florida
$12.8M +$2M +69,939 +19%
Janney Montgomery Scott
33
Janney Montgomery Scott
Pennsylvania
$12.7M +$4.35M +152,165 +52%
SI
34
SimpliFi Inc
California
$12.7M +$4.92M +172,281 +63%
IWC
35
Integrated Wealth Concepts
Massachusetts
$12.7M +$456K +15,960 +4%
AA
36
ACT Advisors
North Carolina
$12.2M +$12.2M +429,196 New
AI
37
Atria Investments
North Carolina
$11.5M +$5.65M +197,713 +96%
VIM
38
VCU Investment Management
Virginia
$11.3M
JG
39
Jefferies Group
New York
$11.3M +$11.3M +395,540 New
FANJ
40
Financial Architects (New Jersey)
New Jersey
$11.1M +$3.36M +117,449 +44%
HighTower Advisors
41
HighTower Advisors
Illinois
$10.4M +$6.92M +241,909 +200%
Commonwealth Equity Services
42
Commonwealth Equity Services
Massachusetts
$9.49M +$2.66M +93,042 +39%
PWS
43
Precision Wealth Strategies
Missouri
$9.44M +$9.44M +330,446 New
OFW
44
Omnia Family Wealth
Florida
$9.39M +$9.39M +328,704 New
CAN
45
Cetera Advisor Networks
California
$9.25M +$8.63M +301,982 +1,392%
PHS
46
Pekin Hardy Strauss
Illinois
$9.1M +$2.94M +102,880 +48%
TB
47
Terril Brothers
Missouri
$8.81M +$8.81M +308,080 New
CG
48
Colony Group
Massachusetts
$8.7M +$1.51M +52,847 +21%
MWM
49
Moulton Wealth Management
Washington
$8.59M +$8.59M +302,210 New
APA
50
American Portfolios Advisors
New York
$8.22M +$6.66M +233,187 +430%