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Quadratic Interest Rate Volatility and Inflation Hedge ETF

174 hedge funds and large institutions have $594M invested in Quadratic Interest Rate Volatility and Inflation Hedge ETF in 2022 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 44 increasing their positions, 89 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
174
Holders Change
-20
Holders Change %
-10.31%
% of All Funds
3.01%
Holding in Top 10
9
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-35.71%
% of All Funds
0.16%
New
17
Increased
44
Reduced
89
Closed
34
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SJIC
76
St. James Investment Company
Texas
$948K -$18.4K -830 -2%
Creative Planning
77
Creative Planning
Kansas
$813K -$612K -27,621 -43%
ETIA
78
Epic Trust Investment Advisors
Washington
$798K +$15.3K +690 +2%
OC
79
Oppenheimer & Co
New York
$787K -$88.9K -4,010 -10%
CA
80
Cambridge Advisors
Nebraska
$755K -$15.8K -711 -2%
GIA
81
Gladstone Institutional Advisory
Florida
$694K +$149K +6,717 +27%
B
82
Bellecapital
Switzerland
$684K -$14.2M -639,082 -95%
Truist Financial
83
Truist Financial
North Carolina
$669K -$898K -40,507 -57%
LWA
84
Lowe Wealth Advisors
Maryland
$646K -$445K -20,097 -41%
RJFSA
85
Raymond James Financial Services Advisors
Florida
$642K -$17.7K -798 -3%
LA
86
LexAurum Advisors
Kansas
$640K -$43.9K -1,981 -6%
ICM
87
Islay Capital Management
Texas
$637K -$519K -23,396 -45%
PWA
88
Pillar Wealth Advisors
Pennsylvania
$631K +$908 +41 +0.1%
GWM
89
Geneos Wealth Management
Colorado
$568K -$995K -44,913 -64%
GLA
90
Good Life Advisors
Pennsylvania
$553K -$1.48M -66,770 -73%
GG
91
Gofen & Glossberg
Illinois
$539K +$5.57K +251 +1%
AWM
92
Accurate Wealth Management
Florida
$523K -$4.25K -156 -0.8%
PA
93
PFG Advisors
Arizona
$516K -$2.22K -100 -0.4%
AWE
94
Avidian Wealth Enterprises
Texas
$443K
HAS
95
HBW Advisory Services
California
$439K +$2.08K +94 +0.5%
SWM
96
Spire Wealth Management
Virginia
$438K -$222 -10 -0.1%
KAS
97
Kestra Advisory Services
Texas
$408K +$150K +6,743 +58%
Jane Street
98
Jane Street
New York
$407K -$2.08M -93,771 -84%
KFP
99
KMG Fiduciary Partners
Ohio
$399K -$91.1K -4,108 -19%
FANJ
100
Financial Architects (New Jersey)
New Jersey
$399K +$399K +18,003 New