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Quadratic Interest Rate Volatility and Inflation Hedge ETF

222 hedge funds and large institutions have $1.45B invested in Quadratic Interest Rate Volatility and Inflation Hedge ETF in 2021 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 70 increasing their positions, 96 reducing their positions, and 54 closing their positions.

Holders
222
Holders Change
-22
Holders Change %
-9.02%
% of All Funds
3.43%
Holding in Top 10
20
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-20%
% of All Funds
0.31%
New
39
Increased
70
Reduced
96
Closed
54
Calls
$433K
Puts
$12K
Net Calls
+$421K
Net Calls Change
-$1.55M
Name Market Value Shares Shares
Change
Shares
Change %
LSPW
76
Lake Street Private Wealth
Illinois
$3.2M 119,206 +13,951 +13%
PFS
77
Prospera Financial Services
Texas
$3.08M 114,672 +18,167 +19%
CWM
78
Cordatus Wealth Management
Pennsylvania
$2.97M 110,725 +110,725 New
Bank of New York Mellon
79
Bank of New York Mellon
New York
$2.95M 109,914 +14,300 +15%
KAS
80
Kestra Advisory Services
Texas
$2.9M 108,138 -70,749 -40%
OWA
81
Outlook Wealth Advisors
Texas
$2.8M 104,294 +604 +0.6%
IIA
82
IPG Investment Advisors
California
$2.63M 97,778 +97,778 New
GLA
83
Good Life Advisors
Pennsylvania
$2.6M 96,782 +205 +0.2%
MP
84
McDonald Partners
Ohio
$2.54M 94,417 +94,417 New
ACM
85
Absolute Capital Management
Pennsylvania
$2.54M 94,417 +94,417 New
Creative Planning
86
Creative Planning
Kansas
$2.47M 91,800 -13,753 -13%
CHJWM
87
Carlton Hofferkamp & Jenks Wealth Management
Texas
$2.37M 89,625 -17,900 -17%
RJFSA
88
Raymond James Financial Services Advisors
Florida
$2.29M 85,142 -17,596 -17%
OC
89
Oppenheimer & Co
New York
$2.24M 83,455 +6,401 +8%
PCM
90
Poehling Capital Management
Wisconsin
$2.21M 82,163 -6,159 -7%
GWM
91
Geneos Wealth Management
Colorado
$2.19M 81,673 -1,539 -2%
SWM
92
Spire Wealth Management
Virginia
$2.03M 75,712 +10,306 +16%
AWM
93
Adams Wealth Management
Utah
$2.02M 75,055 +6,518 +10%
CAG
94
Csenge Advisory Group
Florida
$2.01M 72,815 -2,417 -3%
PWS
95
Precision Wealth Strategies
Missouri
$1.95M 72,526 -24,182 -25%
AWA
96
Acorn Wealth Advisors
Michigan
$1.91M 71,157 +2,432 +4%
WSTAM
97
Wilbanks Smith & Thomas Asset Management
Virginia
$1.82M 67,867 +67,867 New
MAA
98
Mraz Amerine & Associates
California
$1.78M 66,297 +2,021 +3%
OWM
99
Opes Wealth Management
California
$1.76M 65,684 +19,780 +43%
EWM
100
Executive Wealth Management
Michigan
$1.76M 65,423 +13,987 +27%