IVOL icon

Quadratic Interest Rate Volatility and Inflation Hedge ETF

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.

New
Increased
Maintained
Reduced
Closed
Holders
243
Holders Change
+23
Holders Change %
+10.45%
% of All Funds
4.24%
Holding in Top 10
24
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.35%
% of All Funds
0.42%
New
58
Increased
129
Reduced
45
Closed
31
Calls
$3.75M
Puts
$1.21M
Net Calls
+$2.54M
Net Calls Change
-$1.84M
Name Holding Trade Value Shares
Change
Shares
Change %
TB
26
Terril Brothers
Missouri
$20.3M +$11.8M +428,460 +139%
BAM
27
Belpointe Asset Management
Nevada
$19.7M -$3.88M -140,606 -16%
Jane Street
28
Jane Street
New York
$19.6M +$19.6M +709,596 New
BCI
29
Brinker Capital Investments
Pennsylvania
$17.9M -$11.1M -402,633 -38%
SI
30
SimpliFi Inc
California
$17.9M +$5.59M +202,422 +46%
Stifel Financial
31
Stifel Financial
Missouri
$17.6M +$11.2M +406,652 +175%
BPB
32
Badgley, Phelps & Bell
Washington
$17.1M +$17.1M +620,386 New
JG
33
Jefferies Group
New York
$16.6M +$5.64M +204,028 +52%
SWA
34
SFMG Wealth Advisors
Texas
$15.6M +$266K +9,636 +2%
JCM
35
Janney Capital Management
Pennsylvania
$15.1M -$92.5K -3,349 -0.6%
IA
36
IFP Advisors
Florida
$14.7M +$1.6M +58,016 +12%
HI
37
Harbour Investments
Wisconsin
$13M +$10.4M +376,350 +399%
SW
38
SlateStone Wealth
Florida
$12.6M +$258K +9,334 +2%
AA
39
ACT Advisors
North Carolina
$12.4M +$547K +19,734 +5%
AI
40
Atria Investments
North Carolina
$12.3M +$1.14M +41,360 +10%
IWC
41
Integrated Wealth Concepts
Massachusetts
$11.9M -$284K -10,273 -2%
FANJ
42
Financial Architects (New Jersey)
New Jersey
$11.9M +$1.18M +42,668 +11%
Janney Montgomery Scott
43
Janney Montgomery Scott
Pennsylvania
$11.5M -$760K -27,504 -6%
HighTower Advisors
44
HighTower Advisors
Illinois
$11.1M +$1.05M +38,161 +11%
VIM
45
VCU Investment Management
Virginia
$10.9M
CG
46
Colony Group
Massachusetts
$10.9M +$2.47M +89,475 +29%
CAN
47
Cetera Advisor Networks
California
$10.7M +$1.77M +64,171 +20%
GG
48
Gofen & Glossberg
Illinois
$10.7M +$2.83M +102,370 +36%
MWM
49
Moulton Wealth Management
Washington
$10.7M +$2.33M +84,212 +28%
Commonwealth Equity Services
50
Commonwealth Equity Services
Massachusetts
$10.6M +$1.42M +51,425 +15%