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Quadratic Interest Rate Volatility and Inflation Hedge ETF

157 hedge funds and large institutions have $567M invested in Quadratic Interest Rate Volatility and Inflation Hedge ETF in 2022 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 31 increasing their positions, 91 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
157
Holders Change
-17
Holders Change %
-9.77%
% of All Funds
2.53%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.13%
New
19
Increased
31
Reduced
91
Closed
35
Calls
$320K
Puts
$1.03M
Net Calls
-$713K
Net Calls Change
-$713K
Name Holding Trade Value Shares
Change
Shares
Change %
LWA
76
Lowe Wealth Advisors
Maryland
$585K -$74.8K -3,310 -11%
LA
77
LexAurum Advisors
Kansas
$577K -$76.4K -3,380 -12%
ETIA
78
Epic Trust Investment Advisors
Washington
$536K -$279K -12,327 -34%
GWM
79
Geneos Wealth Management
Colorado
$510K -$69.6K -3,080 -12%
Belvedere Trading
80
Belvedere Trading
Illinois
$506K +$506K +22,400 New
Creative Planning
81
Creative Planning
Kansas
$499K -$330K -14,616 -40%
Renaissance Technologies
82
Renaissance Technologies
New York
$468K -$1.26M -55,900 -73%
VAS
83
Vestmark Advisory Solutions
Massachusetts
$466K +$466K +20,612 New
Truist Financial
84
Truist Financial
North Carolina
$451K -$231K -10,203 -34%
SWM
85
Spire Wealth Management
Virginia
$447K
HAS
86
HBW Advisory Services
California
$437K -$11.4K -502 -3%
KAS
87
Kestra Advisory Services
Texas
$416K -$249 -11 -0.1%
FANJ
88
Financial Architects (New Jersey)
New Jersey
$376K -$30.9K -1,365 -8%
VWM
89
Venturi Wealth Management
Texas
$363K +$79.1K +3,500 +28%
DSN
90
D. Scott Neal
Kentucky
$357K
Natixis Advisors
91
Natixis Advisors
Massachusetts
$342K +$93.7K +4,149 +38%
EWM
92
EPG Wealth Management
Georgia
$338K +$2.46K +109 +0.7%
EP
93
Eudaimonia Partners
Tennessee
$332K -$15.5K -686 -4%
TA
94
Tiedemann Advisors
New York
$323K
PWA
95
Pillar Wealth Advisors
Pennsylvania
$322K -$322K -14,238 -50%
Citadel Advisors
96
Citadel Advisors
Florida
$314K +$314K +13,895 New
KFP
97
KMG Fiduciary Partners
Ohio
$305K -$101K -4,482 -25%
SW
98
SlateStone Wealth
Florida
$303K -$101K -4,481 -25%
KIA
99
Kraematon Investment Advisors
Massachusetts
$299K +$1.83K +81 +0.6%
LHWM
100
Lake Hills Wealth Management
Texas
$283K +$283K +12,499 New