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Quadratic Interest Rate Volatility and Inflation Hedge ETF
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Overview Fund Activity

70 hedge funds and large institutions have $107M invested in Quadratic Interest Rate Volatility and Inflation Hedge ETF in 2025 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 23 increasing their positions, 21 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
70
Holders Change
-17
Holders Change %
-19.54%
% of All Funds
0.94%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
13
Increased
23
Reduced
21
Closed
28
Calls
$497K
Puts
$505K
Net Calls
-$8K
Net Calls Change
+$222K

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$4.68M
2
Morgan Stanley
Morgan Stanley
New York
+$3.79M
3
BIG
Brookwood Investment Group
Arizona
+$3.07M
4
FGA
Fortis Group Advisors
New Jersey
+$1.38M
5
BFG
Bleakley Financial Group
New Jersey
+$929K

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$111M
2
RBA
Richard Bernstein Advisors
New York
-$63.8M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$10M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$3.28M
5
SC
Scotia Capital
Ontario, Canada
-$3.23M
Name Holding Trade Value Shares
Change 		Shares
Change %
Stifel Financial
26
Stifel Financial
Missouri
$597K -$998K -50,997 -63%
UBS Group
27
UBS Group
Switzerland
$594K +$594K +30,388 New
Fifth Third Bancorp
28
Fifth Third Bancorp
Ohio
$460K -$29.3K -1,500 -6%
HH
29
Hilltop Holdings
Texas
$426K -$161K -8,218 -27%
IA
30
IFP Advisors
Florida
$404K -$974K -49,800 -71%
MFG
31
Magnus Financial Group
New York
$384K +$274 +14 +0.1%
NA
32
NewEdge Advisors
Louisiana
$371K +$16.5K +843 +5%
SPIA
33
Steward Partners Investment Advisory
New York
$269K +$20 +1 +0%
SPWM
34
Straight Path Wealth Management
Michigan
$263K -$29.6K -1,513 -10%
PG
35
Prostatis Group
Maryland
$247K +$247K +12,637 New
AQR Capital Management
36
AQR Capital Management
Connecticut
$213K +$213K +10,888 New
Comerica Bank
37
Comerica Bank
Texas
$198K -$78.9K -4,036 -29%
EWM
38
EPG Wealth Management
Georgia
$162K +$1.29K +66 +0.8%
MA
39
MCF Advisors
Kentucky
$138K -$1.13K -58 -0.8%
Carson Wealth (CWM LLC)
40
Carson Wealth (CWM LLC)
Nebraska
$138K +$48.9K +2,490 +55%
LWA
41
Lowe Wealth Advisors
Maryland
$127K -$3.91K -200 -3%
William Blair & Company
42
William Blair & Company
Illinois
$68.3K -$11.7K -599 -15%
CIAS
43
Capital Investment Advisory Services
North Carolina
$63.5K – – –
Osaic Holdings
44
Osaic Holdings
Arizona
$55.8K -$2.28M -127,882 -98%
TWC
45
TD Waterhouse Canada
Ontario, Canada
$47.5K – – –
ICM
46
Islay Capital Management
Texas
$46.9K – – –
GRP
47
Global Retirement Partners
California
$39.4K +$39.4K +2,012 New
TH
48
TCTC Holdings
Texas
$31.8K – – –
GSWM
49
Golden State Wealth Management
California
$30.3K – – –
LFG
50
Larson Financial Group
Missouri
$25.3K +$235 +12 +0.9%
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