IVOL icon

Quadratic Interest Rate Volatility and Inflation Hedge ETF

174 hedge funds and large institutions have $594M invested in Quadratic Interest Rate Volatility and Inflation Hedge ETF in 2022 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 44 increasing their positions, 89 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
174
Holders Change
-20
Holders Change %
-10.31%
% of All Funds
3.01%
Holding in Top 10
9
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-35.71%
% of All Funds
0.16%
New
17
Increased
44
Reduced
89
Closed
34
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$6.8M -$142K -6,410 -2%
LIM
27
Leavell Investment Management
Alabama
$6.38M -$21.7K -980 -0.3%
CAPTRUST Financial Advisors
28
CAPTRUST Financial Advisors
North Carolina
$5.89M +$5.88M +265,455 +56,965%
CG
29
Colony Group
Massachusetts
$5.18M -$550K -24,803 -10%
William Blair & Company
30
William Blair & Company
Illinois
$5.02M -$1.8M -81,422 -26%
WIM
31
WealthPlan Investment Management
Nebraska
$4.92M +$4.92M +213,233 New
MFG
32
Magnus Financial Group
New York
$4.17M +$3.4M +153,371 +439%
APA
33
American Portfolios Advisors
New York
$4.11M -$4.61M -208,055 -53%
Janney Montgomery Scott
34
Janney Montgomery Scott
Pennsylvania
$3.94M -$2.1M -94,587 -35%
AIP
35
Almanack Investment Partners
Pennsylvania
$3.86M +$1.28M +56,864 +50%
LSPW
36
Lake Street Private Wealth
Illinois
$3.85M +$418K +18,846 +12%
SPWM
37
Straight Path Wealth Management
Michigan
$3.6M +$107K +4,807 +3%
Stifel Financial
38
Stifel Financial
Missouri
$3.4M -$1.22M -55,251 -26%
Koshinski Asset Management
39
Koshinski Asset Management
Illinois
$3.34M +$56.7K +2,558 +2%
OPOWM
40
One Plus One Wealth Management
Florida
$3.09M -$382K -17,225 -11%
AWM
41
AE Wealth Management
Kansas
$3.07M -$2.91M -131,185 -49%
BAM
42
Belpointe Asset Management
Nevada
$3.07M -$235K -10,618 -7%
Cambridge Investment Research Advisors
43
Cambridge Investment Research Advisors
Iowa
$3.02M -$773K -34,859 -20%
CPIG
44
Chicago Partners Investment Group
Illinois
$3.01M -$236K -10,612 -7%
CW
45
CreativeOne Wealth
Kansas
$3M -$1.66M -74,933 -36%
BS
46
Boenning & Scattergood
Pennsylvania
$2.99M -$157K -7,077 -5%
LWM
47
Laidlaw Wealth Management
New York
$2.95M +$118K +5,329 +4%
ECA
48
Elevated Capital Advisors
Utah
$2.75M +$2.75M +124,218 New
QA
49
Quantitative Advantage
Minnesota
$2.71M +$2.71M +122,126 New
DWA
50
Delos Wealth Advisors
Texas
$2.69M +$76.9K +3,469 +3%