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Quadratic Interest Rate Volatility and Inflation Hedge ETF
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Overview Fund Activity

194 hedge funds and large institutions have $962M invested in Quadratic Interest Rate Volatility and Inflation Hedge ETF in 2022 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 48 increasing their positions, 101 reducing their positions, and 21 closing their positions.

Holders
194
Holders Change
-7
Holders Change %
-3.48%
% of All Funds
3.28%
Holding in Top 10
14
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.24%
New
20
Increased
48
Reduced
101
Closed
21
Calls
$507K
Puts
–
Net Calls
+$507K
Net Calls Change
+$79K

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$154M
2
B
2
Bellecapital
Switzerland
$17M
3
OPOWM
3
One Plus One Wealth Management
Florida
$3.97M
4
SFS
4
Sowell Financial Services
Arkansas
$2.84M
5
AWM
5
AE Wealth Management
Kansas
$6.84M

Top Sellers

1
Jane Street
1
Jane Street
New York
$2.84M
2
FWM
2
Frontier Wealth Management
Missouri
$8.23M
3
SWA
3
SFMG Wealth Advisors
Texas
$0
4
AWM
4
Ameliora Wealth Management
Switzerland
$19.4M
5
FA
5
Faithward Advisors
Pennsylvania
$16M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIP
51
Almanack Investment Partners
Pennsylvania
$2.89M +$822K +32,451 +40%
Jane Street
52
Jane Street
New York
$2.84M -$21.2M -834,713 -88%
SFS
53
Sowell Financial Services
Arkansas
$2.84M +$2.84M +85,692 New
DADC
54
D.A. Davidson & Co
Montana
$2.65M +$168K +6,633 +7%
EWM
55
Executive Wealth Management
Michigan
$2.63M +$684K +26,992 +35%
RIA
56
Regal Investment Advisors
Michigan
$2.56M +$18.2K +717 +0.7%
Envestnet Asset Management
57
Envestnet Asset Management
Illinois
$2.45M -$2.75M -108,367 -53%
GLA
58
Good Life Advisors
Pennsylvania
$2.32M -$102K -4,010 -4%
CHJWM
59
Carlton Hofferkamp & Jenks Wealth Management
Texas
$2.31M +$30.8K +1,200 +1%
SWA
60
Stratos Wealth Advisors
Ohio
$2.27M +$2.27M +89,451 New
PCM
61
Poehling Capital Management
Wisconsin
$2.22M +$120K +4,748 +6%
CIBC World Market
62
CIBC World Market
Ontario, Canada
$2.13M +$94.1K +3,712 +5%
WSTAM
63
Wilbanks Smith & Thomas Asset Management
Virginia
$1.91M +$148K +5,843 +8%
GWM
64
Geneos Wealth Management
Colorado
$1.86M -$60.7K -2,308 -3%
USCWA
65
U.S. Capital Wealth Advisors
Texas
$1.84M -$609K -24,016 -25%
Truist Financial
66
Truist Financial
North Carolina
$1.79M -$5.16M -203,747 -74%
BHWM
67
Bar Harbor Wealth Management
New Hampshire
$1.79M +$1.79M +70,560 New
SCM
68
SevenOneSeven Capital Management
Pennsylvania
$1.73M -$1.49M -58,803 -46%
AWM
69
Adams Wealth Management
Utah
$1.71M -$108K -4,279 -6%
MAA
70
Mraz Amerine & Associates
California
$1.64M -$16.9K -665 -1%
OWM
71
Opes Wealth Management
California
$1.63M -$31.2K -1,229 -2%
Creative Planning
72
Creative Planning
Kansas
$1.63M -$509K -20,076 -24%
HighTower Advisors
73
HighTower Advisors
Illinois
$1.6M -$439K -17,326 -22%
TGAM
74
TBH Global Asset Management
Tennessee
$1.55M -$37.5K -1,480 -2%
SEA
75
Stegent Equity Advisors
Texas
$1.53M -$639K -25,240 -29%
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