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Quadratic Interest Rate Volatility and Inflation Hedge ETF

87 hedge funds and large institutions have $298M 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, 34 reducing their positions, and 25 closing their positions.

Holders
87
Holders Change
-15
Holders Change %
-14.71%
% of All Funds
1.18%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
13
Increased
24
Reduced
34
Closed
25
Calls
$157K
Puts
$387K
Net Calls
-$230K
Net Calls Change
-$499K
Name Market Value Shares Shares
Change
Shares
Change %
CIA
51
Concurrent Investment Advisors
Florida
$205K 10,957 -275 -2%
VWM
52
Venturi Wealth Management
Texas
$200K 10,705 -107 -1%
BTI
53
Blue Trust Inc
Georgia
$200K 10,704 +7,164 +202%
AA
54
Ancora Advisors
Ohio
$187K 10,000 -60,000 -86%
EWM
55
EPG Wealth Management
Georgia
$153K 8,197 -435 -5%
MA
56
MCF Advisors
Kentucky
$133K 7,128 -381 -5%
LWA
57
Lowe Wealth Advisors
Maryland
$125K 6,700
Carson Wealth (CWM LLC)
58
Carson Wealth (CWM LLC)
Nebraska
$85K 4,543 +31 +0.7%
William Blair & Company
59
William Blair & Company
Illinois
$76.4K 4,089 +4,089 New
CIAS
60
Capital Investment Advisory Services
North Carolina
$60.6K 3,245 -220 -6%
GWM
61
Geneos Wealth Management
Colorado
$51.7K 2,768 +2,768 New
TWC
62
TD Waterhouse Canada
Ontario, Canada
$45.7K 2,450
ICM
63
Islay Capital Management
Texas
$44.8K 2,400
TH
64
TCTC Holdings
Texas
$30.3K 1,624
GSWM
65
Golden State Wealth Management
California
$28.9K 1,549
LFG
66
Larson Financial Group
Missouri
$23.9K 1,281 +11 +0.9%
CWM
67
Copia Wealth Management
Oregon
$21.9K 1,175 +142 +14%
TF
68
Tompkins Financial
New York
$21.1K 1,130
AG
69
AmeriFlex Group
Nevada
$14.9K 795 -267 -25%
IRC
70
Investors Research Corp
Georgia
$12K 642
PPA
71
Painted Porch Advisors
California
$10.1K 540
WBC
72
West Branch Capital
Massachusetts
$9.34K 500
HWP
73
Highline Wealth Partners
California
$7.81K 418 +3 +0.7%
BCMLT
74
Beacon Capital Management LLC (Tennessee)
Tennessee
$6.6K 353 +3 +0.9%
BFS
75
Bare Financial Services
Pennsylvania
$6.22K 333 +333 New