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Quadratic Interest Rate Volatility and Inflation Hedge ETF
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Overview Fund Activity

120 hedge funds and large institutions have $506M invested in Quadratic Interest Rate Volatility and Inflation Hedge ETF in 2024 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 36 increasing their positions, 51 reducing their positions, and 27 closing their positions.

Holders
120
Holders Change
-20
Holders Change %
-14.29%
% of All Funds
1.74%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
9
Increased
36
Reduced
51
Closed
27
Calls
$6K
Puts
$155K
Net Calls
-$149K
Net Calls Change
-$137K

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$103M
2
SW
2
Simplicity Wealth
New Jersey
$9.84M
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$10M
4
FEG
4
Financial Enhancement Group
Indiana
$7.94M
5
Jane Street
5
Jane Street
New York
$9.86M

Top Sellers

1
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$0
2
Bank of America
2
Bank of America
North Carolina
$123M
3
TB
3
Terril Brothers
Missouri
$0
4
Morgan Stanley
4
Morgan Stanley
New York
$12.4M
5
GFP
5
Guardian Financial Partners
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CSPAM
51
Cary Street Partners Asset Management
Virginia
$460K -$603K -31,872 -57%
FGA
52
Fortis Group Advisors
New Jersey
$458K +$119K +6,266 +35%
LA
53
LexAurum Advisors
Kansas
$446K – – –
SCA
54
Snowden Capital Advisors
New York
$438K +$438K +23,135 New
OC
55
Oppenheimer & Co
New York
$387K -$54.4K -2,876 -12%
EFG
56
Ehrlich Financial Group
California
$377K +$35.1K +1,855 +10%
Citadel Advisors
57
Citadel Advisors
Florida
$370K -$295K -15,571 -44%
IWC
58
Integrated Wealth Concepts
Massachusetts
$365K -$162K -8,555 -31%
CA
59
Cetera Advisors
Colorado
$343K +$343K +18,097 New
Comerica Bank
60
Comerica Bank
Texas
$310K -$41.7K -2,205 -12%
PP
61
Patron Partners
Texas
$306K -$25.5K -1,349 -8%
MML Investors Services
62
MML Investors Services
Massachusetts
$287K -$11K -581 -4%
KAS
63
Kestra Advisory Services
Texas
$284K +$41.6K +2,195 +17%
VWM
64
Venturi Wealth Management
Texas
$270K -$187K -9,903 -41%
TW
65
TrinityPoint Wealth
Connecticut
$260K -$15.3K -809 -6%
AA
66
Ancora Advisors
Ohio
$246K +$56.8K +3,000 +30%
BAM
67
Belpointe Asset Management
Nevada
$246K +$7.76K +410 +3%
KFP
68
KMG Fiduciary Partners
Ohio
$244K – – –
LNC
69
Lincoln National Corp
Pennsylvania
$239K +$239K +12,623 New
Corient Private Wealth
70
Corient Private Wealth
Florida
$230K +$3.52K +186 +2%
Focus Partners Wealth
71
Focus Partners Wealth
Massachusetts
$227K – – –
IW
72
Imprint Wealth
South Carolina
$218K -$33.1K -1,751 -13%
Bank of Montreal
73
Bank of Montreal
Ontario, Canada
$209K +$180K +9,347 +623%
SPIA
74
Steward Partners Investment Advisory
New York
$200K +$1.12K +59 +0.6%
SW
75
SlateStone Wealth
Florida
$196K -$17.7K -934 -8%
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