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Quadratic Interest Rate Volatility and Inflation Hedge ETF
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Overview Fund Activity

201 hedge funds and large institutions have $1.02B invested in Quadratic Interest Rate Volatility and Inflation Hedge ETF in 2022 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 44 increasing their positions, 104 reducing their positions, and 52 closing their positions.

Holders
201
Holders Change
-21
Holders Change %
-9.46%
% of All Funds
3.18%
Holding in Top 10
14
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-30%
% of All Funds
0.22%
New
34
Increased
44
Reduced
104
Closed
52
Calls
$428K
Puts
–
Net Calls
+$428K
Net Calls Change
+$7K

Top Buyers

1
AWM
1
Ameliora Wealth Management
Switzerland
$35.6M
2
Jane Street
2
Jane Street
New York
$24.3M
3
ASFA
3
All Season Financial Advisors
Colorado
$6.34M
4
JCM
4
Janney Capital Management
Pennsylvania
$24.7M
5
IA
5
IFP Advisors
Florida
$17.3M

Top Sellers

1
CP
1
Castleview Partners
Texas
$967K
2
Wells Fargo
2
Wells Fargo
California
$32.6M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$5.26M
4
US Bancorp
4
US Bancorp
Minnesota
$33.5M
5
AIM
5
Astor Investment Management
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CPIG
51
Chicago Partners Investment Group
Illinois
$3.8M 147,816 -4,714 -3%
Koshinski Asset Management
52
Koshinski Asset Management
Illinois
$3.75M 146,414 +146,414 New
LSPW
53
Lake Street Private Wealth
Illinois
$3.75M 146,245 +27,039 +23%
BS
54
Boenning & Scattergood
Pennsylvania
$3.69M 144,194 -3,836 -3%
ECA
55
Elevated Capital Advisors
Utah
$3.52M 137,496 +137,496 New
SCM
56
SevenOneSeven Capital Management
Pennsylvania
$3.25M 126,913 +1,665 +1%
Cambridge Investment Research Advisors
57
Cambridge Investment Research Advisors
Iowa
$3.22M 125,724 -235,499 -65%
National Bank of Canada
58
National Bank of Canada
Quebec, Canada
$3.07M 120,086 -3,576 -3%
Citadel Advisors
59
Citadel Advisors
Florida
$2.93M 114,438 -49,284 -30%
RIA
60
Regal Investment Advisors
Michigan
$2.57M 100,166 +45,988 +85%
LWM
61
Laidlaw Wealth Management
New York
$2.52M 98,441 +98,441 New
DADC
62
D.A. Davidson & Co
Montana
$2.51M 97,954 +97,954 New
USCWA
63
U.S. Capital Wealth Advisors
Texas
$2.47M 96,515 -31,362 -25%
GLA
64
Good Life Advisors
Pennsylvania
$2.45M 95,741 -1,041 -1%
CHJWM
65
Carlton Hofferkamp & Jenks Wealth Management
Texas
$2.26M 88,850 -775 -0.9%
SEA
66
Stegent Equity Advisors
Texas
$2.19M 85,606 -55,587 -39%
Creative Planning
67
Creative Planning
Kansas
$2.16M 84,386 -7,414 -8%
PCM
68
Poehling Capital Management
Wisconsin
$2.13M 82,971 +808 +1%
AIP
69
Almanack Investment Partners
Pennsylvania
$2.09M 81,449 -106,988 -57%
HighTower Advisors
70
HighTower Advisors
Illinois
$2.06M 80,532 -496,867 -86%
CIBC World Market
71
CIBC World Market
Ontario, Canada
$2.06M 80,334 +54,240 +208%
EWM
72
Executive Wealth Management
Michigan
$1.97M 76,981 +11,558 +18%
GWM
73
Geneos Wealth Management
Colorado
$1.87M 72,857 -8,816 -11%
AWM
74
Adams Wealth Management
Utah
$1.84M 71,616 -3,439 -5%
WSTAM
75
Wilbanks Smith & Thomas Asset Management
Virginia
$1.76M 69,379 +1,512 +2%
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