Quadratic Interest Rate Volatility and Inflation Hedge ETF
IVOL
244 hedge funds and large institutions have $2.16B invested in Quadratic Interest Rate Volatility and Inflation Hedge ETF in 2021 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 113 increasing their positions, 69 reducing their positions, and 33 closing their positions.
196,800% more call options, than puts
Call options by funds: $1.97M | Put options by funds: $1K
64% more repeat investments, than reductions
Existing positions increased: 113 | Existing positions reduced: 69
18% more first-time investments, than exits
New positions opened: 39 | Existing positions closed: 33
5.28% more ownership
Funds ownership: 59.79% → 65.07% (+5.3%)
4% more funds holding in top 10
Funds holding in top 10: 24 → 25 (+1)
2% more capital invested
Capital invested by funds: $2.13B → $2.16B (+$37.7M)
0% more funds holding
Funds holding: 243 → 244 (+1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FWM
Frontier Wealth Management
Kansas City,
Missouri
|
+$24.2M |
| 2 |
STA
Summit Trail Advisors
New York
|
+$17.3M |
| 3 |
CCMG
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
+$14.6M |
| 4 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$14.2M |
| 5 |
CWG
Cornerstone Wealth Group
Huntersville,
North Carolina
|
+$13.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PCP
Proficio Capital Partners
Newton,
Massachusetts
|
-$27.8M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$27M |
| 3 |
Truist Financial
Charlotte,
North Carolina
|
-$22.2M |
| 4 |
Jane Street
New York
|
-$19.2M |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$19M |
IVOL Hedge Fund Activity: Q3 2021 in Review
244 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Quadratic Interest Rate Volatility and Inflation Hedge ETF (IVOL) for Q3 2021, worth a combined $2.16B — up 1.8% from $2.13B a quarter earlier.
Buyers outnumbered sellers: 39 funds opened new IVOL positions and 33 closed out — a net gain of 6 holders — while 113 added to existing stakes and 69 trimmed.
The largest buyer was Frontier Wealth Management, opening a new position worth an estimated $24.2M. The largest seller was Proficio Capital Partners, cutting an estimated $27.8M.
- 244 institutional investors held Quadratic Interest Rate Volatility and Inflation Hedge ETF (IVOL) as of Q3 2021, up from 243 in Q2 2021.
- Funds reported $2.16B of Quadratic Interest Rate Volatility and Inflation Hedge ETF stock for Q3 2021, up 1.8% quarter-over-quarter.
- 39 funds opened new Quadratic Interest Rate Volatility and Inflation Hedge ETF positions in Q3 2021 and 33 closed out, a net change of +6 holders.
- The largest Quadratic Interest Rate Volatility and Inflation Hedge ETF buyer in Q3 2021 was Frontier Wealth Management, an estimated $24.2M added.
- The largest Quadratic Interest Rate Volatility and Inflation Hedge ETF seller in Q3 2021 was Proficio Capital Partners, an estimated $27.8M sold.
Based on aggregated 13F filings for Q3 2021.