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Quadratic Interest Rate Volatility and Inflation Hedge ETF
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Overview Fund Activity

102 hedge funds and large institutions have $284M invested in Quadratic Interest Rate Volatility and Inflation Hedge ETF in 2024 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 26 increasing their positions, 46 reducing their positions, and 31 closing their positions.

Holders
102
Holders Change
-22
Holders Change %
-17.74%
% of All Funds
1.36%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
14
Increased
26
Reduced
46
Closed
31
Calls
$335K
Puts
$66K
Net Calls
+$269K
Net Calls Change
-$226K

Top Buyers

1
Raymond James Financial
1
Raymond James Financial
Florida
$14.1M
2
CI
2
CacheTech Inc
Utah
$9.6M
3
AWM
3
Adams Wealth Management
Utah
$9.6M
4
Jane Street
4
Jane Street
New York
$10.6M
5
USCWA
5
U.S. Capital Wealth Advisors
Texas
$2.33M

Top Sellers

1
SC
1
Schiavi & Co
Delaware
$0
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$0
3
Bank of America
3
Bank of America
North Carolina
$95.2M
4
RBA
4
Richard Bernstein Advisors
New York
$51.8M
5
FCM
5
Fourpath Capital Management
Oklahoma
$0
Name Market Value Shares Shares
Change 		Shares
Change %
AA
26
Ancora Advisors
Ohio
$1.24M 70,000 +30,000 +75%
BFG
27
Bleakley Financial Group
New Jersey
$1.06M 59,886 +6,945 +13%
TCA
28
Transcend Capital Advisors
New Jersey
$1.05M 59,048 -3,140 -5%
Susquehanna International Group
29
Susquehanna International Group
Pennsylvania
$1.05M 58,940 +45,913 +352%
US Bancorp
30
US Bancorp
Minnesota
$958K 53,986 +882 +2%
SA
31
Sanctuary Advisors
Indiana
$809K 45,473 -1,973 -4%
CAPTRUST Financial Advisors
32
CAPTRUST Financial Advisors
North Carolina
$785K 44,269 -3,118 -7%
BCA
33
Bay Colony Advisors
Massachusetts
$780K 43,962 +15 +0%
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$759K 42,803 +4,020 +10%
MAA
35
Mraz Amerine & Associates
California
$603K 34,001 – –
AI
36
Atria Investments
North Carolina
$587K 33,110 -3,616 -10%
Osaic Holdings
37
Osaic Holdings
Arizona
$552K 31,095 -90,533 -74%
FGA
38
Fortis Group Advisors
New Jersey
$550K 31,017 -55,035 -64%
Fifth Third Bancorp
39
Fifth Third Bancorp
Ohio
$542K 30,541 -1,000 -3%
UAG
40
United Advisor Group
Ohio
$532K 30,000 -862 -3%
HH
41
Hilltop Holdings
Texas
$532K 29,996 -124 -0.4%
OPOWM
42
One Plus One Wealth Management
Florida
$524K 29,538 -23,022 -44%
CF
43
Centaurus Financial
California
$424K 23,898 -70,559 -75%
Bank of New York Mellon
44
Bank of New York Mellon
New York
$404K 22,797 -2,539 -10%
CSP
45
Cary Street Partners
Virginia
$373K 21,024 +21,024 New
LA
46
LexAurum Advisors
Kansas
$370K 20,883 -2,618 -11%
MFG
47
Magnus Financial Group
New York
$354K 19,982 -5,702 -22%
Cambridge Investment Research Advisors
48
Cambridge Investment Research Advisors
Iowa
$328K 18,476 -65,221 -78%
NA
49
NewEdge Advisors
Louisiana
$319K 17,992 +2,129 +13%
EFG
50
Ehrlich Financial Group
California
$318K 17,943 +63 +0.4%
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