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Quadratic Interest Rate Volatility and Inflation Hedge ETF
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Overview Fund Activity

69 hedge funds and large institutions have $106M invested in Quadratic Interest Rate Volatility and Inflation Hedge ETF in 2025 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 23 increasing their positions, 21 reducing their positions, and 28 closing their positions.

Holders
69
Holders Change
-18
Holders Change %
-20.69%
% of All Funds
0.93%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
12
Increased
23
Reduced
21
Closed
28
Calls
$497K
Puts
$505K
Net Calls
-$8K
Net Calls Change
+$222K

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$8M
2
Morgan Stanley
2
Morgan Stanley
New York
$6.96M
3
BPWM
3
BCS Private Wealth Management
New Jersey
$3.58M
4
BIG
4
Brookwood Investment Group
Arizona
$3.07M
5
FGA
5
Fortis Group Advisors
New Jersey
$1.98M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$9.55K
2
RBA
2
Richard Bernstein Advisors
New York
$7.95K
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$0
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$4.76M
5
SC
5
Scotia Capital
Ontario, Canada
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CWM
51
Copia Wealth Management
Oregon
$20.2K 1,033 -142 -12%
BWAM
52
Boyd Watterson Asset Management
Ohio
$18K 919 +919 New
IRC
53
Investors Research Corp
Georgia
$12.6K 642 – –
PPA
54
Painted Porch Advisors
California
$10.6K 540 – –
WBC
55
West Branch Capital
Massachusetts
$9.78K 500 – –
Bank of America
56
Bank of America
North Carolina
$9.55K 488 -5,681,327 -100%
HWP
57
Highline Wealth Partners
California
$8.25K 422 +4 +1%
RBA
58
Richard Bernstein Advisors
New York
$7.95K 406 -3,260,243 -100%
BCMLT
59
Beacon Capital Management LLC (Tennessee)
Tennessee
$6.97K 356 +3 +0.8%
HI
60
Harbour Investments
Wisconsin
$6.16K 315 – –
Simplex Trading
61
Simplex Trading
Illinois
$4K 250 +156 +166%
Bank of Montreal
62
Bank of Montreal
Ontario, Canada
$3.91K 200 – –
Qube Research & Technologies (QRT)
63
Qube Research & Technologies (QRT)
United Kingdom
$2.99K 153 +153 New
TCOT
64
Trust Company of Toledo
Ohio
$2.41K 123 +123 New
JPMorgan Chase & Co
65
JPMorgan Chase & Co
New York
$2.3K 117 +100 +588%
SIS
66
Sound Income Strategies
Florida
$1.57K 80 +80 New
DF
67
DecisionPoint Financial
Arizona
$1.27K 65 +65 New
KWM
68
Kiker Wealth Management
Georgia
$1.02K 52 – –
AAP
69
Arax Advisory Partners
Colorado
$191 10 – –
Envestnet Asset Management
70
Envestnet Asset Management
Illinois
– – -536,783 Closed
SC
71
Scotia Capital
Ontario, Canada
– – -173,130 Closed
TCA
72
Transcend Capital Advisors
New Jersey
– – -59,060 Closed
Cambridge Investment Research Advisors
73
Cambridge Investment Research Advisors
Iowa
– – -32,192 Closed
AI
74
Atria Investments
North Carolina
– – -31,633 Closed
TF
75
Trek Financial
Arizona
– – -26,394 Closed
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