Quadratic Interest Rate Volatility and Inflation Hedge ETF
IVOL
IVOL
138 hedge funds and large institutions have $575M invested in Quadratic Interest Rate Volatility and Inflation Hedge ETF in 2023 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 36 increasing their positions, 58 reducing their positions, and 16 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more capital invested
Capital invested by funds: $ → $
more funds holding in top 10
Funds holding in top 10: →
more funds holding
Funds holding: →
0.3% more ownership
Funds ownership: 59.8% → 60.1% (+0.3%)
38% less repeat investments, than reductions
Existing positions increased: 36 | Existing positions reduced: 58
Holders
138
Holding in Top 10
5
Calls
–
Puts
–
Top Buyers
| 1 | +$154M | |
| 2 | +$89.1M | |
| 3 | +$15.9M | |
| 4 |
CWG
Cornerstone Wealth Group
Huntersville,
North Carolina
|
+$8.91M |
| 5 |
EWP
Engrave Wealth Partners
The Woodlands,
Texas
|
+$7.05M |
Top Sellers
| 1 | -$94.1M | |
| 2 | -$14.9M | |
| 3 | -$7.27M | |
| 4 |
SI
SimpliFi Inc
San Diego,
California
|
-$6.83M |
| 5 |
FEG
Financial Enhancement Group
Anderson,
Indiana
|
-$5.42M |