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Quadratic Interest Rate Volatility and Inflation Hedge ETF

88 hedge funds and large institutions have $299M invested in Quadratic Interest Rate Volatility and Inflation Hedge ETF in 2025 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 24 increasing their positions, 35 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3% less capital invested

Capital invested by funds: $307M → $299M (-$8.51M)

3.56% less ownership

Funds ownership: 67.29%63.73% (-3.6%)

15% less funds holding

Funds holding: 10388 (-15)

31% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 35

48% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 25

59% less call options, than puts

Call options by funds: $157K | Put options by funds: $387K

Holders
88
Holders Change
-15
Holders Change %
-14.56%
% of All Funds
1.18%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
13
Increased
24
Reduced
35
Closed
25
Calls
$157K
Puts
$387K
Net Calls
-$230K
Net Calls Change
-$499K
Name Holding Trade Value Shares
Change
Change in
Stake
GAM
51
Griffin Asset Management
New York
$215K +$208K +11,529 New
CIA
52
Concurrent Investment Advisors
Florida
$205K -$4.95K -275 -2%
VWM
53
Venturi Wealth Management
Texas
$200K -$1.93K -107 -1%
BTI
54
Blue Trust Inc
Georgia
$200K +$129K +7,164 +202%
AA
55
Ancora Advisors
Ohio
$187K -$1.08M -60,000 -86%
EWM
56
EPG Wealth Management
Georgia
$153K -$7.83K -435 -5%
MA
57
MCF Advisors
Kentucky
$133K -$6.86K -381 -5%
LWA
58
Lowe Wealth Advisors
Maryland
$125K
Carson Wealth (CWM LLC)
59
Carson Wealth (CWM LLC)
Nebraska
$85K +$558 +31 +0.7%
William Blair & Company
60
William Blair & Company
Illinois
$76.4K +$73.6K +4,089 New
CIAS
61
Capital Investment Advisory Services
North Carolina
$60.6K -$3.96K -220 -6%
GWM
62
Geneos Wealth Management
Colorado
$51.7K +$49.9K +2,768 New
TWC
63
TD Waterhouse Canada
Ontario, Canada
$45.7K
ICM
64
Islay Capital Management
Texas
$44.8K
TH
65
TCTC Holdings
Texas
$30.3K
GSWM
66
Golden State Wealth Management
California
$28.9K
LFG
67
Larson Financial Group
Missouri
$23.9K +$198 +11 +0.9%
CWM
68
Copia Wealth Management
Oregon
$21.9K +$2.56K +142 +14%
TF
69
Tompkins Financial
New York
$21.1K
AG
70
AmeriFlex Group
Nevada
$14.9K -$4.81K -267 -25%
IRC
71
Investors Research Corp
Georgia
$12K
PPA
72
Painted Porch Advisors
California
$10.1K
WBC
73
West Branch Capital
Massachusetts
$9.34K
HWP
74
Highline Wealth Partners
California
$7.81K +$54 +3 +0.7%
BCMLT
75
Beacon Capital Management LLC (Tennessee)
Tennessee
$6.6K +$54 +3 +0.9%

IVOL Hedge Fund Activity: Q1 2025 in Review

88 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Quadratic Interest Rate Volatility and Inflation Hedge ETF (IVOL) for Q1 2025, worth a combined $299M — down 2.8% from $307M a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of IVOL and 13 opened new positions — a net loss of 12 holders — while 35 trimmed existing stakes and 24 added.

The largest buyer was Wealth Enhancement Advisory Services, opening a new position worth an estimated $13.7M. The largest seller was Jane Street, exiting entirely with an estimated $10.6M sold.

  • 88 institutional investors held Quadratic Interest Rate Volatility and Inflation Hedge ETF (IVOL) as of Q1 2025, down from 103 in Q4 2024.
  • Funds reported $299M of Quadratic Interest Rate Volatility and Inflation Hedge ETF stock for Q1 2025, down 2.8% quarter-over-quarter.
  • 13 funds opened new Quadratic Interest Rate Volatility and Inflation Hedge ETF positions in Q1 2025 and 25 closed out, a net change of -12 holders.
  • The largest Quadratic Interest Rate Volatility and Inflation Hedge ETF buyer in Q1 2025 was Wealth Enhancement Advisory Services, an estimated $13.7M added.
  • The largest Quadratic Interest Rate Volatility and Inflation Hedge ETF seller in Q1 2025 was Jane Street, an estimated $10.6M sold.

Based on aggregated 13F filings for Q1 2025.