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Quadratic Interest Rate Volatility and Inflation Hedge ETF
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Overview Fund Activity

87 hedge funds and large institutions have $298M invested in Quadratic Interest Rate Volatility and Inflation Hedge ETF in 2025 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 24 increasing their positions, 34 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
87
Holders Change
-15
Holders Change %
-14.71%
% of All Funds
1.18%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
13
Increased
24
Reduced
34
Closed
25
Calls
$157K
Puts
$387K
Net Calls
-$230K
Net Calls Change
-$499K

Top Buyers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$14.2M
2
RBA
Richard Bernstein Advisors
New York
$60.9M
3
Bank of America
Bank of America
North Carolina
$106M
4
RIA
Regal Investment Advisors
Michigan
$5.1M
5
SC
Scotia Capital
Ontario, Canada
$3.23M

Top Sellers

1
Jane Street
Jane Street
New York
$0
2
SPWM
Straight Path Wealth Management
Michigan
$279K
3
Citadel Advisors
Citadel Advisors
Florida
$805K
4
LWM
Laidlaw Wealth Management
New York
$0
5
USCWA
U.S. Capital Wealth Advisors
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BCA
26
Bay Colony Advisors
Massachusetts
$822K +$281 +15 +0%
CAPTRUST Financial Advisors
27
CAPTRUST Financial Advisors
North Carolina
$812K -$14.7K -785 -2%
Citadel Advisors
28
Citadel Advisors
Florida
$805K -$3.55M -190,091 -82%
MAA
29
Mraz Amerine & Associates
California
$632K -$3.5K -187 -0.5%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$601K +$256K +13,716 +74%
AI
31
Atria Investments
North Carolina
$591K -$27.6K -1,477 -4%
FGA
32
Fortis Group Advisors
New Jersey
$584K +$4.13K +221 +0.7%
HH
33
Hilltop Holdings
Texas
$560K – – –
TF
34
Trek Financial
Arizona
$493K +$493K +26,394 New
Commonwealth Equity Services
35
Commonwealth Equity Services
Massachusetts
$470K -$330K -17,664 -41%
Fifth Third Bancorp
36
Fifth Third Bancorp
Ohio
$467K -$104K -5,546 -18%
Bank of New York Mellon
37
Bank of New York Mellon
New York
$387K -$38.7K -2,074 -9%
MFG
38
Magnus Financial Group
New York
$367K -$6.33K -339 -2%
MML Investors Services
39
MML Investors Services
Massachusetts
$344K +$118K +6,318 +52%
NA
40
NewEdge Advisors
Louisiana
$339K +$2.91K +156 +0.9%
EFG
41
Ehrlich Financial Group
California
$333K -$2.65K -142 -0.8%
Balyasny Asset Management
42
Balyasny Asset Management
Illinois
$318K – – –
SPWM
43
Straight Path Wealth Management
Michigan
$279K -$4.89M -261,996 -95%
PP
44
Patron Partners
Texas
$270K -$26K -1,391 -9%
Janney Montgomery Scott
45
Janney Montgomery Scott
Pennsylvania
$268K -$39.3K -2,107 -13%
Comerica Bank
46
Comerica Bank
Texas
$264K +$1.49K +80 +0.6%
SPIA
47
Steward Partners Investment Advisory
New York
$257K – – –
Corient Private Wealth
48
Corient Private Wealth
Florida
$231K +$3.01K +161 +1%
CBA
49
Coastal Bridge Advisors
Connecticut
$227K +$227K +12,156 New
GAM
50
Griffin Asset Management
New York
$215K +$215K +11,529 New
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