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Quadratic Interest Rate Volatility and Inflation Hedge ETF
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Overview Fund Activity

194 hedge funds and large institutions have $962M invested in Quadratic Interest Rate Volatility and Inflation Hedge ETF in 2022 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 48 increasing their positions, 101 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
194
Holders Change
-7
Holders Change %
-3.48%
% of All Funds
3.28%
Holding in Top 10
14
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.24%
New
20
Increased
48
Reduced
101
Closed
21
Calls
$507K
Puts
–
Net Calls
+$507K
Net Calls Change
+$79K

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$154M
2
B
2
Bellecapital
Switzerland
$17M
3
OPOWM
3
One Plus One Wealth Management
Florida
$3.97M
4
SFS
4
Sowell Financial Services
Arkansas
$2.84M
5
AWM
5
AE Wealth Management
Kansas
$6.84M

Top Sellers

1
Jane Street
1
Jane Street
New York
$2.84M
2
FWM
2
Frontier Wealth Management
Missouri
$8.23M
3
SWA
3
SFMG Wealth Advisors
Texas
$0
4
AWM
4
Ameliora Wealth Management
Switzerland
$19.4M
5
FA
5
Faithward Advisors
Pennsylvania
$16M
Name Holding Trade Value Shares
Change 		Shares
Change %
SPC
76
Sigma Planning Corp
Michigan
$1.35M +$253K +9,994 +23%
ICM
77
Islay Capital Management
Texas
$1.32M -$173K -6,845 -12%
TFCP
78
Twin Focus Capital Partners
Massachusetts
$1.32M -$2.99M -118,000 -69%
CP
79
Cumberland Partners
Ontario, Canada
$1.3M -$2.69K -106 -0.2%
BCA
80
Bay Colony Advisors
Massachusetts
$1.27M +$91K +3,556 +8%
LWA
81
Lowe Wealth Advisors
Maryland
$1.25M -$46.9K -1,850 -4%
BA
82
Ballew Advisors
Mississippi
$1.22M -$199K -7,766 -14%
MA
83
Mutual Advisors
Nebraska
$1.21M +$744K +29,390 +160%
Susquehanna International Group
84
Susquehanna International Group
Pennsylvania
$1.15M -$553K -21,818 -32%
SB
85
Strategic Blueprint
Georgia
$1.13M +$76.1K +3,003 +7%
SJIC
86
St. James Investment Company
Texas
$1.11M +$29.5K +1,165 +3%
EP
87
Eudaimonia Partners
Tennessee
$1.09M -$605K -23,871 -36%
Natixis Advisors
88
Natixis Advisors
Massachusetts
$1.09M -$19.3K -762 -2%
WCM
89
WealthBridge Capital Management
Ohio
$1.05M -$70.5K -2,783 -6%
OC
90
Oppenheimer & Co
New York
$1M -$102K -4,015 -9%
DIA
91
Dana Investment Advisors
Wisconsin
$991K +$991K +39,090 New
ETIA
92
Epic Trust Investment Advisors
Washington
$895K +$157K +6,185 +21%
MFG
93
Magnus Financial Group
New York
$886K +$16.4K +645 +2%
CA
94
Cambridge Advisors
Nebraska
$882K -$81.1K -3,197 -8%
LA
95
LexAurum Advisors
Kansas
$782K +$782K +30,878 New
RJFSA
96
Raymond James Financial Services Advisors
Florida
$755K -$314K -12,368 -29%
PWA
97
Pillar Wealth Advisors
Pennsylvania
$721K +$1.07K +42 +0.1%
OMC
98
Old Mission Capital
Illinois
$644K -$779K -30,756 -55%
ACA
99
Aptus Capital Advisors
Alabama
$641K -$204K -8,046 -24%
ASN
100
Advisory Services Network
Georgia
$628K -$22.3K -881 -3%
2 3
4
5 6