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Quadratic Interest Rate Volatility and Inflation Hedge ETF

78 hedge funds and large institutions have $287M invested in Quadratic Interest Rate Volatility and Inflation Hedge ETF in 2026 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 30 increasing their positions, 26 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 26

6.41% more ownership

Funds ownership: 53.24%59.66% (+6.4%)

3% more capital invested

Capital invested by funds: $279M → $287M (+$7.4M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

12% less call options, than puts

Call options by funds: $189K | Put options by funds: $215K

14% less funds holding

Funds holding: 9178 (-13)

53% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 19

Holders
78
Holders Change
-13
Holders Change %
-14.29%
% of All Funds
0.96%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
9
Increased
30
Reduced
26
Closed
19
Calls
$189K
Puts
$215K
Net Calls
-$26K
Net Calls Change
-$26K
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
26
LPL Financial
California
$1.05M -$1.27M -67,165 -54%
BCA
27
Bay Colony Advisors
Massachusetts
$825K +$1.06K +56 +0.1%
FGA
28
Fortis Group Advisors
New Jersey
$775K -$161K -8,506 -17%
SF
29
Summit Financial
New Jersey
$740K +$6.67K +353 +0.9%
US Bancorp
30
US Bancorp
Minnesota
$636K -$79.9K -4,228 -11%
GSEP
31
Golden State Equity Partners
California
$626K +$632K +33,451 New
Fifth Third Bancorp
32
Fifth Third Bancorp
Ohio
$604K +$168K +8,881 +38%
FA
33
Faithward Advisors
Pennsylvania
$592K +$2.57K +136 +0.4%
MAA
34
Mraz Amerine & Associates
California
$580K
Osaic Holdings
35
Osaic Holdings
Arizona
$499K -$1.64M -86,888 -77%
NA
36
NewEdge Advisors
Louisiana
$433K +$49.2K +2,606 +13%
PG
37
Prostatis Group
Maryland
$329K +$1.28K +68 +0.4%
MFG
38
Magnus Financial Group
New York
$312K -$208 -11 -0.1%
Citadel Advisors
39
Citadel Advisors
Florida
$309K -$949K -50,226 -75%
Stifel Financial
40
Stifel Financial
Missouri
$295K -$2.83K -150 -0.9%
MC
41
Moors & Cabot
Massachusetts
$291K +$294K +15,570 New
Susquehanna International Group
42
Susquehanna International Group
Pennsylvania
$230K -$14.1K -746 -6%
Commonwealth Equity Services
43
Commonwealth Equity Services
Massachusetts
$197K -$460K -24,342 -70%
BEI
44
Benjamin Edwards Inc
Missouri
$192K +$193K +10,236 New
SPIA
45
Steward Partners Investment Advisory
New York
$187K -$74.9K -3,967 -28%
EWM
46
EPG Wealth Management
Georgia
$158K +$1.27K +67 +0.8%
IA
47
IFP Advisors
Florida
$98.7K
MCM
48
MAI Capital Management
Ohio
$93.5K
OC
49
Oakworth Capital
Alabama
$93.5K
Carson Wealth (CWM LLC)
50
Carson Wealth (CWM LLC)
Nebraska
$82.3K +$7.25K +384 +10%

IVOL Hedge Fund Activity: Q1 2026 in Review

78 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Quadratic Interest Rate Volatility and Inflation Hedge ETF (IVOL) for Q1 2026, worth a combined $287M — up 2.6% from $279M a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of IVOL and 9 opened new positions — a net loss of 10 holders — while 26 trimmed existing stakes and 30 added.

The largest buyer was JP Morgan Chase, adding an estimated $10.6M. The largest seller was Fourpath Capital Management, exiting entirely with an estimated $10.9M sold.

  • 78 institutional investors held Quadratic Interest Rate Volatility and Inflation Hedge ETF (IVOL) as of Q1 2026, down from 91 in Q4 2025.
  • Funds reported $287M of Quadratic Interest Rate Volatility and Inflation Hedge ETF stock for Q1 2026, up 2.6% quarter-over-quarter.
  • 9 funds opened new Quadratic Interest Rate Volatility and Inflation Hedge ETF positions in Q1 2026 and 19 closed out, a net change of -10 holders.
  • The largest Quadratic Interest Rate Volatility and Inflation Hedge ETF buyer in Q1 2026 was JP Morgan Chase, an estimated $10.6M added.
  • The largest Quadratic Interest Rate Volatility and Inflation Hedge ETF seller in Q1 2026 was Fourpath Capital Management, an estimated $10.9M sold.

Based on aggregated 13F filings for Q1 2026.