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Quadratic Interest Rate Volatility and Inflation Hedge ETF
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Overview Fund Activity

138 hedge funds and large institutions have $575M invested in Quadratic Interest Rate Volatility and Inflation Hedge ETF in 2023 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 36 increasing their positions, 58 reducing their positions, and 16 closing their positions.

Holders
138
Holders Change
+7
Holders Change %
+5.34%
% of All Funds
2.2%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
24
Increased
36
Reduced
58
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$154M
2
RBA
2
Richard Bernstein Advisors
New York
$89.1M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$16.5M
4
CWG
4
Cornerstone Wealth Group
North Carolina
$8.91M
5
EWP
5
Engrave Wealth Partners
Texas
$7.05M

Top Sellers

1
Jane Street
1
Jane Street
New York
$3.9M
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$49.4K
3
Morgan Stanley
3
Morgan Stanley
New York
$18.7M
4
SI
4
SimpliFi Inc
California
$0
5
FEG
5
Financial Enhancement Group
Indiana
$5.48M
Name Holding Trade Value Shares
Change 		Shares
Change %
STA
26
Summit Trail Advisors
New York
$4.02M -$126K -6,140 -3%
Fifth Third Bancorp
27
Fifth Third Bancorp
Ohio
$4.02M -$1.44M -69,905 -26%
Jane Street
28
Jane Street
New York
$3.9M -$94.1M -4,578,512 -96%
SPWM
29
Straight Path Wealth Management
Michigan
$3.8M +$331K +16,078 +10%
Osaic Holdings
30
Osaic Holdings
Arizona
$3.74M +$195K +9,479 +5%
CAPTRUST Financial Advisors
31
CAPTRUST Financial Advisors
North Carolina
$3.58M -$477K -23,188 -12%
LWM
32
Laidlaw Wealth Management
New York
$3.04M -$235K -11,446 -7%
AIP
33
Almanack Investment Partners
Pennsylvania
$3.04M +$309K +15,037 +11%
EFMC
34
Empire Financial Management Company
New York
$2.96M -$106K -5,174 -3%
CPIG
35
Chicago Partners Investment Group
Illinois
$2.57M +$63 +3 +0%
OWM
36
Opes Wealth Management
California
$2.37M +$514K +25,018 +28%
IA
37
IFP Advisors
Florida
$2.06M -$768K -37,361 -27%
Janney Montgomery Scott
38
Janney Montgomery Scott
Pennsylvania
$1.99M +$683K +33,232 +52%
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$1.91M +$30.7K +1,495 +2%
DWA
40
Delos Wealth Advisors
Texas
$1.89M -$60.8K -2,961 -3%
Cetera Investment Advisers
41
Cetera Investment Advisers
Illinois
$1.88M +$1.57M +76,190 +492%
HighTower Advisors
42
HighTower Advisors
Illinois
$1.77M +$268K +13,041 +18%
Stifel Financial
43
Stifel Financial
Missouri
$1.75M +$886K +43,095 +102%
IWC
44
Integrated Wealth Concepts
Massachusetts
$1.68M -$553K -26,900 -25%
EWM
45
Executive Wealth Management
Michigan
$1.65M -$8.64K -420 -0.5%
TCA
46
Transcend Capital Advisors
New Jersey
$1.51M +$1.51M +73,370 New
GC
47
Gratus Capital
Georgia
$1.44M -$103K -5,000 -7%
PCM
48
Poehling Capital Management
Wisconsin
$1.43M -$3.74K -182 -0.3%
SCM
49
SevenOneSeven Capital Management
Pennsylvania
$1.3M -$33.8K -1,649 -3%
OPOWM
50
One Plus One Wealth Management
Florida
$1.18M -$47.7K -2,321 -4%
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