IVOL icon

Quadratic Interest Rate Volatility and Inflation Hedge ETF

124 hedge funds and large institutions have $407M invested in Quadratic Interest Rate Volatility and Inflation Hedge ETF in 2024 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 45 increasing their positions, 38 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
124
Holders Change
+10
Holders Change %
+8.77%
% of All Funds
1.79%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
23
Increased
45
Reduced
38
Closed
11
Calls
$497K
Puts
$2K
Net Calls
+$495K
Net Calls Change
+$438K
Name Holding Trade Value Shares
Change
Shares
Change %
SCP
26
Silverleafe Capital Partners
Tennessee
$2.15M +$2.15M +111,873 New
EFMC
27
Empire Financial Management Company
New York
$2.01M +$9.74K +506 +0.5%
RIA
28
Regal Investment Advisors
Michigan
$1.92M +$33.6K +1,745 +2%
CF
29
Centaurus Financial
California
$1.82M +$1.82M +94,457 New
WA
30
WESPAC Advisors
California
$1.8M +$15.5K +807 +0.9%
FGA
31
Fortis Group Advisors
New Jersey
$1.66M +$1.14M +59,227 +221%
Stifel Financial
32
Stifel Financial
Missouri
$1.61M +$57.4K +2,982 +4%
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$1.61M +$466K +24,211 +41%
IA
34
IFP Advisors
Florida
$1.56M -$32.2K -1,675 -2%
Jane Street
35
Jane Street
New York
$1.46M -$6.56M -340,912 -82%
Janney Montgomery Scott
36
Janney Montgomery Scott
Pennsylvania
$1.26M +$898K +46,650 +248%
TCA
37
Transcend Capital Advisors
New Jersey
$1.2M -$39K -2,024 -3%
CSPAM
38
Cary Street Partners Asset Management
Virginia
$1.08M +$13.8K +715 +1%
US Bancorp
39
US Bancorp
Minnesota
$1.02M -$322K -16,725 -24%
BFG
40
Bleakley Financial Group
New Jersey
$1.02M -$9.64M -500,990 -90%
OPOWM
41
One Plus One Wealth Management
Florida
$1.01M +$16.7K +869 +2%
CAPTRUST Financial Advisors
42
CAPTRUST Financial Advisors
North Carolina
$912K -$7.01M -364,318 -88%
PA
43
PFG Advisors
Arizona
$861K +$861K +44,718 New
BCA
44
Bay Colony Advisors
Massachusetts
$846K -$1.81K -94 -0.2%
SA
45
Sanctuary Advisors
Indiana
$845K -$116K -6,524 -12%
PWM
46
Perigon Wealth Management
California
$824K +$824K +42,804 New
AA
47
Ancora Advisors
Ohio
$770K
Commonwealth Equity Services
48
Commonwealth Equity Services
Massachusetts
$747K +$274K +14,250 +58%
SC
49
Savant Capital
Illinois
$707K +$26.3K +1,365 +4%
AI
50
Atria Investments
North Carolina
$707K +$27.8K +1,446 +4%