IVOL icon

Quadratic Interest Rate Volatility and Inflation Hedge ETF

114 hedge funds and large institutions have $367M invested in Quadratic Interest Rate Volatility and Inflation Hedge ETF in 2024 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 31 increasing their positions, 50 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
114
Holders Change
-6
Holders Change %
-5%
% of All Funds
1.66%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
12
Increased
31
Reduced
50
Closed
15
Calls
$57K
Puts
Net Calls
+$57K
Net Calls Change
+$206K
Name Holding Trade Value Shares
Change
Shares
Change %
Bank of Montreal
51
Bank of Montreal
Ontario, Canada
$478K +$276K +14,819 +137%
Commonwealth Equity Services
52
Commonwealth Equity Services
Massachusetts
$454K -$997K -53,897 -69%
LA
53
LexAurum Advisors
Kansas
$435K -$907 -49 -0.2%
OC
54
Oppenheimer & Co
New York
$367K -$11.7K -631 -3%
Janney Montgomery Scott
55
Janney Montgomery Scott
Pennsylvania
$348K -$186K -10,057 -35%
EFG
56
Ehrlich Financial Group
California
$331K -$37.3K -2,015 -10%
Citadel Advisors
57
Citadel Advisors
Florida
$311K -$50.4K -2,724 -14%
PP
58
Patron Partners
Texas
$301K +$1.17K +63 +0.4%
Comerica Bank
59
Comerica Bank
Texas
$298K -$4.63K -250 -2%
MML Investors Services
60
MML Investors Services
Massachusetts
$283K +$2.41K +130 +0.9%
TW
61
TrinityPoint Wealth
Connecticut
$260K +$5K +270 +2%
VWM
62
Venturi Wealth Management
Texas
$243K -$21.5K -1,159 -8%
Corient Private Wealth
63
Corient Private Wealth
Florida
$241K +$16.7K +901 +7%
OMC
64
Old Mission Capital
Illinois
$236K -$598K -32,299 -72%
BAM
65
Belpointe Asset Management
Nevada
$228K -$12.4K -669 -5%
CIA
66
Concurrent Investment Advisors
Florida
$213K +$213K +11,528 New
SPIA
67
Steward Partners Investment Advisory
New York
$200K +$4.13K +223 +2%
SW
68
SlateStone Wealth
Florida
$192K
KAS
69
Kestra Advisory Services
Texas
$189K -$89.3K -4,826 -32%
AC
70
ASB Consultores
Florida
$188K +$188K +10,181 New
EWM
71
EPG Wealth Management
Georgia
$157K -$160K -8,440 Closed
LWA
72
Lowe Wealth Advisors
Maryland
$152K
MA
73
MCF Advisors
Kentucky
$145K +$145K +7,824 New
William Blair & Company
74
William Blair & Company
Illinois
$81.8K -$12K -646 -13%
ICM
75
Islay Capital Management
Texas
$81.4K -$68.5K -3,700 -46%