IVOL icon

Quadratic Interest Rate Volatility and Inflation Hedge ETF

86 hedge funds and large institutions have $186M invested in Quadratic Interest Rate Volatility and Inflation Hedge ETF in 2025 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 27 increasing their positions, 22 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

6.07% more ownership

Funds ownership: 36.25%42.31% (+6.1%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

74% less call options, than puts

Call options by funds: $322K | Put options by funds: $1.22M

Holders
86
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$322K
Puts
$1.22M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
51
Steward Partners Investment Advisory
New York
$274K
Susquehanna International Group
52
Susquehanna International Group
Pennsylvania
$263K
AQR Capital Management
53
AQR Capital Management
Connecticut
$262K
SPWM
54
Straight Path Wealth Management
Michigan
$259K
Cetera Investment Advisers
55
Cetera Investment Advisers
Illinois
$259K
IAS
56
Insigneo Advisory Services
Florida
$227K
MA
57
MCF Advisors
Kentucky
$186K
Comerica Bank
58
Comerica Bank
Texas
$175K
EWM
59
EPG Wealth Management
Georgia
$161K
LWA
60
Lowe Wealth Advisors
Maryland
$125K
CWM
61
Copia Wealth Management
Oregon
$91.6K
Carson Wealth (CWM LLC)
62
Carson Wealth (CWM LLC)
Nebraska
$68K
William Blair & Company
63
William Blair & Company
Illinois
$67.3K
Rockefeller Capital Management
64
Rockefeller Capital Management
New York
$64.4K
CIAS
65
Capital Investment Advisory Services
North Carolina
$59.9K
TWC
66
TD Waterhouse Canada
Ontario, Canada
$47.6K
ICM
67
Islay Capital Management
Texas
$46.3K
GRP
68
Global Retirement Partners
California
$39.1K
Qube Research & Technologies (QRT)
69
Qube Research & Technologies (QRT)
United Kingdom
$37K
TH
70
TCTC Holdings
Texas
$31.3K
GSWM
71
Golden State Wealth Management
California
$29.9K
LFG
72
Larson Financial Group
Missouri
$25.2K
ASN
73
Advisory Services Network
Georgia
$22.1K
TF
74
Tompkins Financial
New York
$21.8K
IRC
75
Investors Research Corp
Georgia
$12.4K