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Quadratic Interest Rate Volatility and Inflation Hedge ETF
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Overview Fund Activity

194 hedge funds and large institutions have $962M invested in Quadratic Interest Rate Volatility and Inflation Hedge ETF in 2022 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 48 increasing their positions, 101 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
194
Holders Change
-7
Holders Change %
-3.48%
% of All Funds
3.28%
Holding in Top 10
14
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.24%
New
20
Increased
48
Reduced
101
Closed
21
Calls
$507K
Puts
–
Net Calls
+$507K
Net Calls Change
+$79K

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$154M
2
B
2
Bellecapital
Switzerland
$17M
3
OPOWM
3
One Plus One Wealth Management
Florida
$3.97M
4
SFS
4
Sowell Financial Services
Arkansas
$2.84M
5
AWM
5
AE Wealth Management
Kansas
$6.84M

Top Sellers

1
Jane Street
1
Jane Street
New York
$2.84M
2
FWM
2
Frontier Wealth Management
Missouri
$8.23M
3
SWA
3
SFMG Wealth Advisors
Texas
$0
4
AWM
4
Ameliora Wealth Management
Switzerland
$19.4M
5
FA
5
Faithward Advisors
Pennsylvania
$16M
Name Holding Trade Value Shares
Change 		Shares
Change %
EC
26
Estate Counselors
Wisconsin
$9.14M +$253 +10 +0%
SC
27
Schiavi & Co
Delaware
$9M +$1.54M +60,892 +21%
SI
28
SimpliFi Inc
California
$8.74M +$34.2K +1,348 +0.4%
PHS
29
Pekin Hardy Strauss
Illinois
$8.67M +$75.6K +2,982 +0.9%
FWM
30
Frontier Wealth Management
Missouri
$8.23M -$19.5M -769,036 -70%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$7.93M -$528K -20,853 -6%
William Blair & Company
32
William Blair & Company
Illinois
$7.81M -$5.42K -214 -0.1%
LIM
33
Leavell Investment Management
Alabama
$7.32M -$109K -4,300 -1%
Janney Montgomery Scott
34
Janney Montgomery Scott
Pennsylvania
$6.86M -$415K -16,462 -6%
AWM
35
AE Wealth Management
Kansas
$6.84M +$2.48M +97,899 +57%
CG
36
Colony Group
Massachusetts
$6.55M +$620K +24,456 +10%
CW
37
CreativeOne Wealth
Kansas
$5.33M -$107K -4,238 -2%
Stifel Financial
38
Stifel Financial
Missouri
$5.28M -$2.55M -100,782 -33%
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$4.34M +$1.15M +45,536 +36%
CA
40
Cetera Advisors
Colorado
$4.1M -$2.17M -85,761 -35%
SPWM
41
Straight Path Wealth Management
Michigan
$3.99M +$71.3K +2,815 +2%
OPOWM
42
One Plus One Wealth Management
Florida
$3.97M +$2.84M +112,205 +252%
LSPW
43
Lake Street Private Wealth
Illinois
$3.92M +$217K +8,552 +6%
BAM
44
Belpointe Asset Management
Nevada
$3.78M -$732K -28,904 -16%
Koshinski Asset Management
45
Koshinski Asset Management
Illinois
$3.75M +$43.5K +1,716 +1%
CPIG
46
Chicago Partners Investment Group
Illinois
$3.73M -$48.5K -1,894 -1%
BS
47
Boenning & Scattergood
Pennsylvania
$3.6M -$55.5K -2,192 -2%
LWM
48
Laidlaw Wealth Management
New York
$3.24M +$745K +29,413 +30%
ASFA
49
All Season Financial Advisors
Colorado
$3.13M -$3.14M -123,946 -50%
DWA
50
Delos Wealth Advisors
Texas
$2.99M -$1.42M -56,103 -32%
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