IVOL icon

Quadratic Interest Rate Volatility and Inflation Hedge ETF

136 hedge funds and large institutions have $395M invested in Quadratic Interest Rate Volatility and Inflation Hedge ETF in 2023 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 33 increasing their positions, 68 reducing their positions, and 30 closing their positions.

Holders
136
Holders Change
-21
Holders Change %
-13.38%
% of All Funds
2.18%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.08%
New
12
Increased
33
Reduced
68
Closed
30
Calls
$427K
Puts
$41K
Net Calls
+$386K
Net Calls Change
+$1.1M
Name Holding Trade Value Shares
Change
Shares
Change %
OPOWM
51
One Plus One Wealth Management
Florida
$1.12M +$478K +21,057 +74%
BCA
52
Bay Colony Advisors
Massachusetts
$1.04M -$26.4K -1,168 -2%
MFG
53
Magnus Financial Group
New York
$955K -$58.2K -2,560 -6%
SJIC
54
St. James Investment Company
Texas
$934K +$682 +30 +0.1%
OPS
55
Orion Portfolio Solutions
Nebraska
$922K +$922K +40,587 New
BCI
56
Brinker Capital Investments
Pennsylvania
$922K +$922K +40,587 New
SC
57
Savant Capital
Illinois
$883K +$883K +38,859 New
HighTower Advisors
58
HighTower Advisors
Illinois
$876K -$102K -4,498 -10%
WIM
59
WealthPlan Investment Management
Nebraska
$835K -$3.93M -173,011 -82%
BA
60
Ballew Advisors
Mississippi
$825K -$65.8K -3,162 -7%
Envestnet Asset Management
61
Envestnet Asset Management
Illinois
$806K -$209K -9,219 -21%
CHJWM
62
Carlton Hofferkamp & Jenks Wealth Management
Texas
$742K -$213K -8,899 -22%
PA
63
PFG Advisors
Arizona
$700K
ICM
64
Islay Capital Management
Texas
$630K
Natixis Advisors
65
Natixis Advisors
Massachusetts
$621K +$277K +12,216 +81%
OC
66
Oppenheimer & Co
New York
$617K -$118K -5,182 -16%
LA
67
LexAurum Advisors
Kansas
$536K -$43.6K -1,918 -8%
CA
68
Cambridge Advisors
Nebraska
$532K -$188K -8,292 -26%
SOS
69
Silver Oak Securities
Tennessee
$520K +$520K +21,968 New
LWA
70
Lowe Wealth Advisors
Maryland
$504K -$83.8K -3,690 -14%
Creative Planning
71
Creative Planning
Kansas
$488K -$13.9K -612 -3%
GWM
72
Geneos Wealth Management
Colorado
$484K -$28.9K -1,272 -6%
Citadel Advisors
73
Citadel Advisors
Florida
$465K +$150K +6,586 +47%
WCM
74
WealthBridge Capital Management
Ohio
$455K -$302K -13,279 -40%
IW
75
Imprint Wealth
South Carolina
$438K +$438K +19,260 New