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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.

New
Increased
Maintained
Reduced
Closed

more ownership

Funds ownership:

more capital invested

Capital invested by funds: $ → $

less funds holding

Funds holding:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

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
87
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$157K
Puts
$387K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CIA
51
Concurrent Investment Advisors
Florida
$205K
VWM
52
Venturi Wealth Management
Texas
$200K
BTI
53
Blue Trust Inc
Georgia
$200K
AA
54
Ancora Advisors
Ohio
$187K
EWM
55
EPG Wealth Management
Georgia
$153K
MA
56
MCF Advisors
Kentucky
$133K
LWA
57
Lowe Wealth Advisors
Maryland
$125K
Carson Wealth (CWM LLC)
58
Carson Wealth (CWM LLC)
Nebraska
$85K
William Blair & Company
59
William Blair & Company
Illinois
$76.4K
CIAS
60
Capital Investment Advisory Services
North Carolina
$60.6K
GWM
61
Geneos Wealth Management
Colorado
$51.7K
TWC
62
TD Waterhouse Canada
Ontario, Canada
$45.7K
ICM
63
Islay Capital Management
Texas
$44.8K
TH
64
TCTC Holdings
Texas
$30.3K
GSWM
65
Golden State Wealth Management
California
$28.9K
LFG
66
Larson Financial Group
Missouri
$23.9K
CWM
67
Copia Wealth Management
Oregon
$21.9K
TF
68
Tompkins Financial
New York
$21.1K
AG
69
AmeriFlex Group
Nevada
$14.9K
IRC
70
Investors Research Corp
Georgia
$12K
PPA
71
Painted Porch Advisors
California
$10.1K
WBC
72
West Branch Capital
Massachusetts
$9.34K
HWP
73
Highline Wealth Partners
California
$7.81K
BCMLT
74
Beacon Capital Management LLC (Tennessee)
Tennessee
$6.6K
BFS
75
Bare Financial Services
Pennsylvania
$6.22K