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Quadratic Interest Rate Volatility and Inflation Hedge ETF

78 hedge funds and large institutions have $287M invested in Quadratic Interest Rate Volatility and Inflation Hedge ETF in 2026 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 30 increasing their positions, 26 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 26

6.41% more ownership

Funds ownership: 53.24%59.66% (+6.4%)

3% more capital invested

Capital invested by funds: $279M → $287M (+$7.4M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

12% less call options, than puts

Call options by funds: $189K | Put options by funds: $215K

14% less funds holding

Funds holding: 9178 (-13)

53% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 19

Holders
78
Holders Change
-13
Holders Change %
-14.29%
% of All Funds
0.96%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
9
Increased
30
Reduced
26
Closed
19
Calls
$189K
Puts
$215K
Net Calls
-$26K
Net Calls Change
-$26K
Name Holding Trade Value Shares
Change
Change in
Stake
William Blair & Company
51
William Blair & Company
Illinois
$59.4K -$3.31K -175 -5%
WETS
52
Wealth Enhancement Trust Services
South Dakota
$58.6K -$94 -5 -0.2%
Rockefeller Capital Management
53
Rockefeller Capital Management
New York
$55.3K -$3.5K -185 -6%
TWC
54
TD Waterhouse Canada
Ontario, Canada
$45.5K
FFA
55
Farther Finance Advisors
California
$37K +$37.6K +1,990 New
ASN
56
Advisory Services Network
Georgia
$27.5K +$27.8K +1,471 New
MA
57
MCF Advisors
Kentucky
$20K +$6.37K +337 +46%
CWM
58
Copia Wealth Management
Oregon
$19.3K
CIAS
59
Capital Investment Advisory Services
North Carolina
$17.5K -$39.7K -2,100 -69%
GSWM
60
Golden State Wealth Management
California
$17K -$12.1K -643 -42%
IRC
61
Investors Research Corp
Georgia
$12K
TF
62
Tompkins Financial
New York
$11.8K -$9.45K -500 -44%
LFG
63
Larson Financial Group
Missouri
$4.75K -$20.1K -1,063 -81%
WBC
64
West Branch Capital
Massachusetts
$4.3K
RBA
65
Richard Bernstein Advisors
New York
$4.16K -$1.36K -72 -24%
Bank of Montreal
66
Bank of Montreal
Ontario, Canada
$3.74K
UBS Group
67
UBS Group
Switzerland
$3.74K +$3.78K +200 New
Qube Research & Technologies (QRT)
68
Qube Research & Technologies (QRT)
United Kingdom
$3.71K +$151 +8 +4%
HNB
69
Huntington National Bank
Ohio
$2.66K
TCOT
70
Trust Company of Toledo
Ohio
$2.3K
AF
71
Allworth Financial
California
$2.17K +$1.25K +66 +132%
Jones Financial Companies
72
Jones Financial Companies
Missouri
$1.96K +$1.98K +105 New
Northwestern Mutual Wealth Management
73
Northwestern Mutual Wealth Management
Wisconsin
$1.67K +$1.64K +87 +4,350%
SIS
74
Sound Income Strategies
Florida
$1.49K -$6.73K -356 -82%
DF
75
DecisionPoint Financial
Arizona
$1.22K

IVOL Hedge Fund Activity: Q1 2026 in Review

78 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Quadratic Interest Rate Volatility and Inflation Hedge ETF (IVOL) for Q1 2026, worth a combined $287M — up 2.6% from $279M a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of IVOL and 9 opened new positions — a net loss of 10 holders — while 26 trimmed existing stakes and 30 added.

The largest buyer was JP Morgan Chase, adding an estimated $10.6M. The largest seller was Fourpath Capital Management, exiting entirely with an estimated $10.9M sold.

  • 78 institutional investors held Quadratic Interest Rate Volatility and Inflation Hedge ETF (IVOL) as of Q1 2026, down from 91 in Q4 2025.
  • Funds reported $287M of Quadratic Interest Rate Volatility and Inflation Hedge ETF stock for Q1 2026, up 2.6% quarter-over-quarter.
  • 9 funds opened new Quadratic Interest Rate Volatility and Inflation Hedge ETF positions in Q1 2026 and 19 closed out, a net change of -10 holders.
  • The largest Quadratic Interest Rate Volatility and Inflation Hedge ETF buyer in Q1 2026 was JP Morgan Chase, an estimated $10.6M added.
  • The largest Quadratic Interest Rate Volatility and Inflation Hedge ETF seller in Q1 2026 was Fourpath Capital Management, an estimated $10.9M sold.

Based on aggregated 13F filings for Q1 2026.