Quadratic Interest Rate Volatility and Inflation Hedge ETF
IVOL
220 hedge funds and large institutions have $1.47B invested in Quadratic Interest Rate Volatility and Inflation Hedge ETF in 2021 Q1 according to their latest regulatory filings, with 122 funds opening new positions, 79 increasing their positions, 11 reducing their positions, and 8 closing their positions.
1,425% more first-time investments, than exits
New positions opened: 122 | Existing positions closed: 8
618% more repeat investments, than reductions
Existing positions increased: 79 | Existing positions reduced: 11
350% more call options, than puts
Call options by funds: $5.63M | Put options by funds: $1.25M
263% more capital invested
Capital invested by funds: $406M → $1.47B (+$1.07B)
229% more funds holding in top 10
Funds holding in top 10: 7 → 23 (+16)
108% more funds holding
Funds holding: 106 → 220 (+114)
9.85% more ownership
Funds ownership: 47.46% → 57.31% (+9.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$97.4M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$83.3M |
| 3 |
HCM
Hilton Capital Management
Garden City,
New York
|
+$70.1M |
| 4 |
US Bancorp
Minneapolis,
Minnesota
|
+$46.1M |
| 5 |
LPL Financial
San Diego,
California
|
+$39.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FEG
Financial Enhancement Group
Anderson,
Indiana
|
-$4.42M |
| 2 |
WCA
Windsor Creek Advisors
Bethel,
Vermont
|
-$2.66M |
| 3 |
Renaissance Technologies
New York
|
-$2.2M |
| 4 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
-$1.82M |
| 5 |
F
F3Logic
Burnsville,
Minnesota
|
-$1.2M |
IVOL Hedge Fund Activity: Q1 2021 in Review
220 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Quadratic Interest Rate Volatility and Inflation Hedge ETF (IVOL) for Q1 2021, worth a combined $1.47B — up 263% from $406M a quarter earlier.
Buyers outnumbered sellers: 122 funds opened new IVOL positions and 8 closed out — a net gain of 114 holders — while 79 added to existing stakes and 11 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $97.4M. The largest seller was Financial Enhancement Group, cutting an estimated $4.42M.
- 220 institutional investors held Quadratic Interest Rate Volatility and Inflation Hedge ETF (IVOL) as of Q1 2021, up from 106 in Q4 2020.
- Funds reported $1.47B of Quadratic Interest Rate Volatility and Inflation Hedge ETF stock for Q1 2021, up 263% quarter-over-quarter.
- 122 funds opened new Quadratic Interest Rate Volatility and Inflation Hedge ETF positions in Q1 2021 and 8 closed out, a net change of +114 holders.
- The largest Quadratic Interest Rate Volatility and Inflation Hedge ETF buyer in Q1 2021 was Morgan Stanley, an estimated $97.4M added.
- The largest Quadratic Interest Rate Volatility and Inflation Hedge ETF seller in Q1 2021 was Financial Enhancement Group, an estimated $4.42M sold.
Based on aggregated 13F filings for Q1 2021.