IVOL icon

Quadratic Interest Rate Volatility and Inflation Hedge ETF

244 hedge funds and large institutions have $2.16B invested in Quadratic Interest Rate Volatility and Inflation Hedge ETF in 2021 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 113 increasing their positions, 69 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
244
Holders Change
+1
Holders Change %
+0.41%
% of All Funds
4.29%
Holding in Top 10
25
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.17%
% of All Funds
0.44%
New
39
Increased
113
Reduced
69
Closed
33
Calls
$1.97M
Puts
$1K
Net Calls
+$1.97M
Net Calls Change
-$576K
Name Holding Trade Value Shares
Change
Shares
Change %
TB
26
Terril Brothers
Missouri
$20.4M -$133K -4,760 -0.6%
SI
27
SimpliFi Inc
California
$18.6M +$563K +20,214 +3%
Stifel Financial
28
Stifel Financial
Missouri
$18.4M +$636K +22,835 +4%
SWA
29
SFMG Wealth Advisors
Texas
$17.6M +$1.88M +67,408 +12%
JG
30
Jefferies Group
New York
$17.2M +$451K +16,179 +3%
RJA
31
Raymond James & Associates
Florida
$15.8M -$5.59M -200,432 -26%
HI
32
Harbour Investments
Wisconsin
$15.7M +$2.56M +91,968 +20%
CCMG
33
Clark Capital Management Group
Pennsylvania
$14.6M +$14.6M +524,535 New
NA
34
NewEdge Advisors
Louisiana
$14.1M +$14.1M +507,325 New
CWG
35
Cornerstone Wealth Group
North Carolina
$14M +$13.7M +492,287 +5,120%
EL
36
Essex LLC
Illinois
$13.8M +$13.8M +496,852 New
IA
37
IFP Advisors
Florida
$13.7M -$1.23M -43,990 -8%
SW
38
SlateStone Wealth
Florida
$13M +$288K +10,323 +2%
Truist Financial
39
Truist Financial
North Carolina
$12.9M -$22.1M -794,505 -63%
AI
40
Atria Investments
North Carolina
$12.7M +$286K +10,261 +2%
AA
41
ACT Advisors
North Carolina
$12.4M -$100K -3,588 -0.8%
Commonwealth Equity Services
42
Commonwealth Equity Services
Massachusetts
$12.4M +$1.7M +61,112 +16%
HighTower Advisors
43
HighTower Advisors
Illinois
$11.9M +$739K +26,504 +7%
DWA
44
Delos Wealth Advisors
Texas
$11.1M +$1.94M +69,720 +21%
VIM
45
VCU Investment Management
Virginia
$11M
Janney Montgomery Scott
46
Janney Montgomery Scott
Pennsylvania
$11M -$636K -22,833 -5%
F
47
F3Logic
Minnesota
$10.8M +$313K +11,232 +3%
PHS
48
Pekin Hardy Strauss
Illinois
$10.5M +$20.9K +751 +0.2%
CG
49
Colony Group
Massachusetts
$10.4M -$558K -20,038 -5%
Cambridge Investment Research Advisors
50
Cambridge Investment Research Advisors
Iowa
$9.75M -$18.9M -679,745 -66%