IVOL icon

Quadratic Interest Rate Volatility and Inflation Hedge ETF

131 hedge funds and large institutions have $437M invested in Quadratic Interest Rate Volatility and Inflation Hedge ETF in 2023 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 45 increasing their positions, 53 reducing their positions, and 13 closing their positions.

Holders
131
Holders Change
-5
Holders Change %
-3.68%
% of All Funds
2.07%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
9
Increased
45
Reduced
53
Closed
13
Calls
$66K
Puts
$2K
Net Calls
+$64K
Net Calls Change
-$322K
Name Holding Trade Value Shares
Change
Shares
Change %
CAPTRUST Financial Advisors
26
CAPTRUST Financial Advisors
North Carolina
$4.06M -$158K -7,686 -4%
Osaic Holdings
27
Osaic Holdings
Arizona
$3.57M -$542K -26,215 -13%
SPWM
28
Straight Path Wealth Management
Michigan
$3.47M +$214K +10,375 +7%
LWM
29
Laidlaw Wealth Management
New York
$3.28M +$201K +9,747 +7%
EFMC
30
Empire Financial Management Company
New York
$3.07M +$135K +6,578 +5%
IA
31
IFP Advisors
Florida
$2.84M -$1.77M -86,141 -38%
AIP
32
Almanack Investment Partners
Pennsylvania
$2.73M +$321K +15,591 +13%
Susquehanna International Group
33
Susquehanna International Group
Pennsylvania
$2.72M +$2.47M +119,933 +964%
CPIG
34
Chicago Partners Investment Group
Illinois
$2.53M -$6.94K -335 -0.3%
IWC
35
Integrated Wealth Concepts
Massachusetts
$2.23M +$2M +97,046 +850%
DWA
36
Delos Wealth Advisors
Texas
$1.95M -$71.7K -3,483 -4%
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$1.88M -$107K -5,186 -5%
OWM
38
Opes Wealth Management
California
$1.86M +$337K +16,377 +22%
EWM
39
Executive Wealth Management
Michigan
$1.66M -$251K -12,193 -13%
GC
40
Gratus Capital
Georgia
$1.54M +$1.54M +75,000 New
HighTower Advisors
41
HighTower Advisors
Illinois
$1.5M +$707K +34,381 +89%
PCM
42
Poehling Capital Management
Wisconsin
$1.43M +$23.7K +1,150 +2%
SCM
43
SevenOneSeven Capital Management
Pennsylvania
$1.34M -$16.4K -794 -1%
Janney Montgomery Scott
44
Janney Montgomery Scott
Pennsylvania
$1.31M -$371K -18,019 -22%
OPOWM
45
One Plus One Wealth Management
Florida
$1.23M +$216K +10,489 +21%
DWP
46
Daymark Wealth Partners
Ohio
$1.21M -$479K -23,273 -28%
SWM
47
Sugarloaf Wealth Management
Georgia
$986K -$773K -37,550 -44%
MAA
48
Mraz Amerine & Associates
California
$972K -$179K -8,705 -16%
BCA
49
Bay Colony Advisors
Massachusetts
$946K +$309 +15 +0%
JPMorgan Chase & Co
50
JPMorgan Chase & Co
New York
$891K +$888K +43,171 +39,246%