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Quadratic Interest Rate Volatility and Inflation Hedge ETF
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Overview Fund Activity

70 hedge funds and large institutions have $107M invested in Quadratic Interest Rate Volatility and Inflation Hedge ETF in 2025 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 23 increasing their positions, 21 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
70
Holders Change
-17
Holders Change %
-19.54%
% of All Funds
0.94%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
13
Increased
23
Reduced
21
Closed
28
Calls
$497K
Puts
$505K
Net Calls
-$8K
Net Calls Change
+$222K

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$4.68M
2
Morgan Stanley
Morgan Stanley
New York
+$3.79M
3
BIG
Brookwood Investment Group
Arizona
+$3.07M
4
FGA
Fortis Group Advisors
New Jersey
+$1.38M
5
BFG
Bleakley Financial Group
New Jersey
+$929K

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$111M
2
RBA
Richard Bernstein Advisors
New York
-$63.8M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$10M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$3.28M
5
SC
Scotia Capital
Ontario, Canada
-$3.23M
Name Holding Trade Value Shares
Change 		Shares
Change %
TF
51
Tompkins Financial
New York
$22.1K – – –
CWM
52
Copia Wealth Management
Oregon
$20.2K -$2.78K -142 -12%
BWAM
53
Boyd Watterson Asset Management
Ohio
$18K +$18K +919 New
IRC
54
Investors Research Corp
Georgia
$12.6K – – –
PPA
55
Painted Porch Advisors
California
$10.6K – – –
WBC
56
West Branch Capital
Massachusetts
$9.78K – – –
Bank of America
57
Bank of America
North Carolina
$9.55K -$111M -5,681,327 -100%
HWP
58
Highline Wealth Partners
California
$8.25K +$78 +4 +1%
RBA
59
Richard Bernstein Advisors
New York
$7.95K -$63.8M -3,260,243 -100%
BCMLT
60
Beacon Capital Management LLC (Tennessee)
Tennessee
$6.97K +$59 +3 +0.8%
HI
61
Harbour Investments
Wisconsin
$6.16K – – –
Simplex Trading
62
Simplex Trading
Illinois
$4K +$2.5K +156 +166%
Bank of Montreal
63
Bank of Montreal
Ontario, Canada
$3.91K – – –
Qube Research & Technologies (QRT)
64
Qube Research & Technologies (QRT)
United Kingdom
$2.99K +$2.99K +153 New
TCOT
65
Trust Company of Toledo
Ohio
$2.41K +$2.41K +123 New
JPMorgan Chase & Co
66
JPMorgan Chase & Co
New York
$2.3K +$1.96K +100 +588%
SIS
67
Sound Income Strategies
Florida
$1.57K +$1.57K +80 New
DF
68
DecisionPoint Financial
Arizona
$1.27K +$1.27K +65 New
KWM
69
Kiker Wealth Management
Georgia
$1.02K – – –
AAP
70
Arax Advisory Partners
Colorado
$191 – – –
Envestnet Asset Management
71
Envestnet Asset Management
Illinois
– -$10M -536,783 Closed
SC
72
Scotia Capital
Ontario, Canada
– -$3.23M -173,130 Closed
TCA
73
Transcend Capital Advisors
New Jersey
– -$1.1M -59,060 Closed
Cambridge Investment Research Advisors
74
Cambridge Investment Research Advisors
Iowa
– -$601K -32,192 Closed
AI
75
Atria Investments
North Carolina
– -$591K -31,633 Closed
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