IVOL icon

Quadratic Interest Rate Volatility and Inflation Hedge ETF

72 hedge funds and large institutions have $125M 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, 23 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less call options, than puts

Call options by funds: $ | Put options by funds: $

less funds holding

Funds holding:

27.99% less ownership

Funds ownership: 63.56%35.57% (-28%)

54% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 28

58% less capital invested

Capital invested by funds: $298M → $125M (-$173M)

Holders
72
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$497K
Puts
$505K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GSWM
51
Golden State Wealth Management
California
$30.3K
LFG
52
Larson Financial Group
Missouri
$25.3K
TF
53
Tompkins Financial
New York
$22.1K
CWM
54
Copia Wealth Management
Oregon
$20.2K
BWAM
55
Boyd Watterson Asset Management
Ohio
$18K
IRC
56
Investors Research Corp
Georgia
$12.6K
PPA
57
Painted Porch Advisors
California
$10.6K
WBC
58
West Branch Capital
Massachusetts
$9.78K
Bank of America
59
Bank of America
North Carolina
$9.54K
HWP
60
Highline Wealth Partners
California
$8.25K
RBA
61
Richard Bernstein Advisors
New York
$7.95K
BCMLT
62
Beacon Capital Management LLC (Tennessee)
Tennessee
$6.97K
HI
63
Harbour Investments
Wisconsin
$6.16K
Simplex Trading
64
Simplex Trading
Illinois
$4K
Bank of Montreal
65
Bank of Montreal
Ontario, Canada
$3.91K
Qube Research & Technologies (QRT)
66
Qube Research & Technologies (QRT)
United Kingdom
$2.99K
TCOT
67
Trust Company of Toledo
Ohio
$2.41K
JPMorgan Chase & Co
68
JPMorgan Chase & Co
New York
$2.3K
SIS
69
Sound Income Strategies
Florida
$1.56K
DF
70
DecisionPoint Financial
Arizona
$1.27K
KWM
71
Kiker Wealth Management
Georgia
$1.02K
AAP
72
Arax Advisory Partners
Colorado
$191
Envestnet Asset Management
73
Envestnet Asset Management
Illinois
SC
74
Scotia Capital
Ontario, Canada
TCA
75
Transcend Capital Advisors
New Jersey