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Quadratic Interest Rate Volatility and Inflation Hedge ETF
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Overview Fund Activity

244 hedge funds and large institutions have $2.16B invested in Quadratic Interest Rate Volatility and Inflation Hedge ETF in 2021 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 113 increasing their positions, 69 reducing their positions, and 33 closing their positions.

Holders
244
Holders Change
+1
Holders Change %
+0.41%
% of All Funds
4.29%
Holding in Top 10
25
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.17%
% of All Funds
0.44%
New
39
Increased
113
Reduced
69
Closed
33
Calls
$1.97M
Puts
$1K
Net Calls
+$1.97M
Net Calls Change
-$576K

Top Buyers

1
FWM
1
Frontier Wealth Management
Missouri
$24.2M
2
STA
2
Summit Trail Advisors
New York
$22.8M
3
CCMG
3
Clark Capital Management Group
Pennsylvania
$14.6M
4
NA
4
NewEdge Advisors
Louisiana
$14.1M
5
CWG
5
Cornerstone Wealth Group
North Carolina
$14M

Top Sellers

1
PCP
1
Proficio Capital Partners
Massachusetts
$407K
2
Citadel Advisors
2
Citadel Advisors
Florida
$277K
3
Truist Financial
3
Truist Financial
North Carolina
$12.9M
4
Jane Street
4
Jane Street
New York
$621K
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$9.75M
Name Holding Trade Value Shares
Change 		Shares
Change %
ASFA
76
All Season Financial Advisors
Colorado
$4.44M +$4.44M +159,130 New
IWA
77
IBEX Wealth Advisors
New Jersey
$4.43M -$256K -9,168 -5%
BS
78
Boenning & Scattergood
Pennsylvania
$4.29M +$9.73K +349 +0.2%
TI
79
Tidal Investments
Wisconsin
$4.04M +$46.7K +1,677 +1%
Koshinski Asset Management
80
Koshinski Asset Management
Illinois
$3.6M +$1.74M +62,330 +93%
USCWA
81
U.S. Capital Wealth Advisors
Texas
$3.22M +$3.22M +115,637 New
WP
82
WealthSource Partners
California
$3.22M +$3.22M +115,398 New
TFCP
83
Twin Focus Capital Partners
Massachusetts
$3.07M – – –
CHJWM
84
Carlton Hofferkamp & Jenks Wealth Management
Texas
$2.96M +$285K +10,345 +11%
SC
85
Solstein Capital
California
$2.95M +$2.95M +105,771 New
IAN
86
Integrated Advisors Network
Texas
$2.94M -$293K -10,524 -9%
Creative Planning
87
Creative Planning
Kansas
$2.94M +$132K +4,745 +5%
LSPW
88
Lake Street Private Wealth
Illinois
$2.93M +$195K +7,007 +7%
OWA
89
Outlook Wealth Advisors
Texas
$2.89M -$62.4K -2,238 -2%
BTWM
90
Baker Tilly Wealth Management
Wisconsin
$2.87M +$139K +5,000 +5%
RJFSA
91
Raymond James Financial Services Advisors
Florida
$2.86M +$845K +30,328 +42%
PWS
92
Precision Wealth Strategies
Missouri
$2.7M -$3.36M -120,745 -56%
GLA
93
Good Life Advisors
Pennsylvania
$2.69M +$185K +6,629 +7%
PFS
94
Prospera Financial Services
Texas
$2.69M +$92.3K +3,311 +4%
Bank of New York Mellon
95
Bank of New York Mellon
New York
$2.66M -$253K -9,077 -9%
TGAM
96
TBH Global Asset Management
Tennessee
$2.59M -$136K -4,876 -5%
NL
97
NVWM LLC
Pennsylvania
$2.47M +$185K +6,640 +8%
PCM
98
Poehling Capital Management
Wisconsin
$2.46M +$177K +6,332 +8%
GWM
99
Geneos Wealth Management
Colorado
$2.33M +$123K +4,408 +6%
SCM
100
SevenOneSeven Capital Management
Pennsylvania
$2.32M +$81.1K +2,908 +4%
2 3
4
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