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Quadratic Interest Rate Volatility and Inflation Hedge ETF
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Overview Fund Activity

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.

Holders
220
Holders Change
+114
Holders Change %
+107.55%
% of All Funds
3.87%
Holding in Top 10
23
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+228.57%
% of All Funds
0.41%
New
122
Increased
79
Reduced
11
Closed
8
Calls
$5.63M
Puts
$1.25M
Net Calls
+$4.38M
Net Calls Change
+$4.38M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$97.7M
2
Wells Fargo
2
Wells Fargo
California
$110M
3
HCM
3
Hilton Capital Management
New York
$70.3M
4
US Bancorp
4
US Bancorp
Minnesota
$46.3M
5
LPL Financial
5
LPL Financial
California
$57.5M

Top Sellers

1
FEG
1
Financial Enhancement Group
Indiana
$1.66M
2
WCA
2
Windsor Creek Advisors
Vermont
$0
3
Renaissance Technologies
3
Renaissance Technologies
New York
$3.84M
4
SS
4
Simplicity Solutions
Minnesota
$0
5
F
5
F3Logic
Minnesota
$3.43M
Name Holding Trade Value Shares
Change 		Shares
Change %
GG
51
Gofen & Glossberg
Illinois
$8.13M +$8.13M +284,378 New
NA
52
NewEdge Advisors
Louisiana
$7.95M +$5.23M +182,883 +192%
SPC
53
Sigma Planning Corp
Michigan
$7.78M +$7.78M +272,292 New
SCP
54
Silverleafe Capital Partners
Tennessee
$7.61M +$3.01M +105,383 +66%
LPT
55
Legacy Private Trust
Wisconsin
$7.51M +$4.05M +141,559 +117%
BA
56
Ballew Advisors
Mississippi
$7.47M +$3.5M +123,117 +88%
IIA
57
IPG Investment Advisors
California
$6.72M +$1.15M +40,120 +21%
Stifel Financial
58
Stifel Financial
Missouri
$6.63M +$3.48M +121,635 +110%
GWA
59
GGM Wealth Advisors
Maryland
$6.48M +$6.48M +226,784 New
BHTS
60
Bar Harbor Trust Services
Maine
$6.14M +$1.78M +62,346 +41%
CPIG
61
Chicago Partners Investment Group
Illinois
$6M +$1.11M +38,975 +23%
TFA
62
Trinity Financial Advisors
Ohio
$5.72M +$5.72M +200,004 New
MW
63
MBL Wealth
North Carolina
$5.49M +$1M +35,105 +22%
CAS
64
Cascadia Advisory Services
Oregon
$4.99M +$4.99M +174,702 New
CW
65
CreativeOne Wealth
Kansas
$4.86M +$4.86M +170,183 New
IWA
66
IBEX Wealth Advisors
New Jersey
$4.49M +$4.49M +156,941 New
GM
67
GeoWealth Management
Illinois
$4.44M +$4.44M +155,354 New
BS
68
Boenning & Scattergood
Pennsylvania
$4.04M +$564K +19,748 +16%
ECA
69
Elevated Capital Advisors
Utah
$4.04M +$4.04M +141,389 New
WC
70
Wexford Capital
Florida
$3.86M +$3.86M +135,080 New
Renaissance Technologies
71
Renaissance Technologies
New York
$3.84M -$2.2M -77,126 -37%
UR
72
USCA RIA
Texas
$3.75M +$1.7M +59,409 +83%
GWM
73
Geneos Wealth Management
Colorado
$3.65M -$81.4K -2,851 -2%
CWA
74
Centennial Wealth Advisory
Michigan
$3.6M +$3.6M +125,839 New
Bank of New York Mellon
75
Bank of New York Mellon
New York
$3.43M +$3.43M +120,058 New
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