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Quadratic Interest Rate Volatility and Inflation Hedge ETF
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Overview Fund Activity

201 hedge funds and large institutions have $1.02B invested in Quadratic Interest Rate Volatility and Inflation Hedge ETF in 2022 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 44 increasing their positions, 104 reducing their positions, and 52 closing their positions.

Holders
201
Holders Change
-21
Holders Change %
-9.46%
% of All Funds
3.18%
Holding in Top 10
14
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-30%
% of All Funds
0.22%
New
34
Increased
44
Reduced
104
Closed
52
Calls
$428K
Puts
–
Net Calls
+$428K
Net Calls Change
+$7K

Top Buyers

1
AWM
1
Ameliora Wealth Management
Switzerland
$35.6M
2
WIM
2
WealthPlan Investment Management
Nebraska
$30.3M
3
Jane Street
3
Jane Street
New York
$24.3M
4
ASFA
4
All Season Financial Advisors
Colorado
$6.34M
5
JCM
5
Janney Capital Management
Pennsylvania
$24.7M

Top Sellers

1
CP
1
Castleview Partners
Texas
$967K
2
Wells Fargo
2
Wells Fargo
California
$32.6M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$5.26M
4
US Bancorp
4
US Bancorp
Minnesota
$33.5M
5
AIM
5
Astor Investment Management
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
APA
26
American Portfolios Advisors
New York
$10.1M 392,770 +85,894 +28%
EC
27
Estate Counselors
Wisconsin
$9.24M 360,645 -90 -0%
SI
28
SimpliFi Inc
California
$8.8M 343,377 +3,168 +0.9%
CAN
29
Cetera Advisor Networks
California
$8.72M 340,527 -65,065 -16%
PHS
30
Pekin Hardy Strauss
Illinois
$8.69M 339,140 -25,441 -7%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$8.56M 333,945 -113,305 -25%
Stifel Financial
32
Stifel Financial
Missouri
$7.93M 309,311 -209,022 -40%
William Blair & Company
33
William Blair & Company
Illinois
$7.9M 308,337 +620 +0.2%
PPA
34
Parametric Portfolio Associates
Washington
$7.55M 294,651 +25,206 +9%
SC
35
Schiavi & Co
Delaware
$7.54M 294,437 +69,145 +31%
LIM
36
Leavell Investment Management
Alabama
$7.51M 293,130 +1,000 +0.3%
Janney Montgomery Scott
37
Janney Montgomery Scott
Pennsylvania
$7.4M 288,739 -102,768 -26%
Truist Financial
38
Truist Financial
North Carolina
$7.03M 274,423 -150,035 -35%
CA
39
Cetera Advisors
Colorado
$6.35M 247,724 +37,217 +18%
ASFA
40
All Season Financial Advisors
Colorado
$6.34M 247,276 +247,276 New
EL
41
Essex LLC
Illinois
$6.05M 236,007 -184,670 -44%
CG
42
Colony Group
Massachusetts
$6M 234,138 -30,900 -12%
CW
43
CreativeOne Wealth
Kansas
$5.49M 214,404 -23,388 -10%
Envestnet Asset Management
44
Envestnet Asset Management
Illinois
$5.26M 205,178 -1,935,502 -90%
BAM
45
Belpointe Asset Management
Nevada
$4.56M 177,958 -676,347 -79%
DWA
46
Delos Wealth Advisors
Texas
$4.46M 174,165 -240,338 -58%
AWM
47
AE Wealth Management
Kansas
$4.41M 171,965 -786,546 -82%
TFCP
48
Twin Focus Capital Partners
Massachusetts
$4.36M 170,000 – –
SPWM
49
Straight Path Wealth Management
Michigan
$3.96M 154,719 +7,615 +5%
IWC
50
Integrated Wealth Concepts
Massachusetts
$3.93M 153,456 -44,542 -22%
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