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Quadratic Interest Rate Volatility and Inflation Hedge ETF
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Overview Fund Activity

69 hedge funds and large institutions have $106M invested in Quadratic Interest Rate Volatility and Inflation Hedge ETF in 2025 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 23 increasing their positions, 21 reducing their positions, and 28 closing their positions.

Holders
69
Holders Change
-18
Holders Change %
-20.69%
% of All Funds
0.93%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
12
Increased
23
Reduced
21
Closed
28
Calls
$497K
Puts
$505K
Net Calls
-$8K
Net Calls Change
+$222K

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$8M
2
Morgan Stanley
2
Morgan Stanley
New York
$6.96M
3
BPWM
3
BCS Private Wealth Management
New Jersey
$3.58M
4
BIG
4
Brookwood Investment Group
Arizona
$3.07M
5
FGA
5
Fortis Group Advisors
New Jersey
$1.98M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$9.55K
2
RBA
2
Richard Bernstein Advisors
New York
$7.95K
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$0
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$4.76M
5
SC
5
Scotia Capital
Ontario, Canada
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of New York Mellon
76
Bank of New York Mellon
New York
– – -20,723 Closed
MML Investors Services
77
MML Investors Services
Massachusetts
– – -18,410 Closed
EFG
78
Ehrlich Financial Group
California
– – -17,801 Closed
Balyasny Asset Management
79
Balyasny Asset Management
Illinois
– – -17,016 Closed
PP
80
Patron Partners
Texas
– – -14,463 Closed
Janney Montgomery Scott
81
Janney Montgomery Scott
Pennsylvania
– – -14,372 Closed
Corient Private Wealth
82
Corient Private Wealth
Florida
– – -12,349 Closed
CBA
83
Coastal Bridge Advisors
Connecticut
– – -12,156 Closed
GAM
84
Griffin Asset Management
New York
– – -11,529 Closed
CIA
85
Concurrent Investment Advisors
Florida
– – -10,957 Closed
VWM
86
Venturi Wealth Management
Texas
– – -10,705 Closed
BTI
87
Blue Trust Inc
Georgia
– – -10,704 Closed
AA
88
Ancora Advisors
Ohio
– – -10,000 Closed
GWM
89
Geneos Wealth Management
Colorado
– – -2,768 Closed
AG
90
AmeriFlex Group
Nevada
– – -795 Closed
BFS
91
Bare Financial Services
Pennsylvania
– – -333 Closed
NS
92
NBC Securities
Alabama
– – -237 Closed
FFL
93
Financial Freedom LLC
Ohio
– – -232 Closed
CA
94
Crewe Advisors
Utah
– – -123 Closed
S
95
SignatureFD
Georgia
– – -100 Closed
BNP Paribas Financial Markets
96
BNP Paribas Financial Markets
France
– – -100 Closed
CSC
97
Caldwell Sutter Capital
California
– – -59 Closed
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