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Quadratic Interest Rate Volatility and Inflation Hedge ETF
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Overview Fund Activity

138 hedge funds and large institutions have $575M invested in Quadratic Interest Rate Volatility and Inflation Hedge ETF in 2023 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 36 increasing their positions, 58 reducing their positions, and 16 closing their positions.

Holders
138
Holders Change
+7
Holders Change %
+5.34%
% of All Funds
2.2%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
24
Increased
36
Reduced
58
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$154M
2
RBA
2
Richard Bernstein Advisors
New York
$89.1M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$16.5M
4
CWG
4
Cornerstone Wealth Group
North Carolina
$8.91M
5
EWP
5
Engrave Wealth Partners
Texas
$7.05M

Top Sellers

1
Jane Street
1
Jane Street
New York
$3.9M
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$49.4K
3
Morgan Stanley
3
Morgan Stanley
New York
$18.7M
4
SI
4
SimpliFi Inc
California
$0
5
FEG
5
Financial Enhancement Group
Indiana
$5.48M
Name Holding Trade Value Shares
Change 		Shares
Change %
PP
76
Patron Partners
Texas
$361K +$361K +17,541 New
BCM
77
Brookstone Capital Management
Illinois
$318K +$318K +15,178 New
Corient Private Wealth
78
Corient Private Wealth
Florida
$304K +$304K +14,768 New
TW
79
TrinityPoint Wealth
Connecticut
$303K +$303K +14,729 New
MAG
80
Mayfair Advisory Group
Alabama
$303K +$303K +14,291 New
CP
81
Cumberland Partners
Ontario, Canada
$298K +$432 +21 +0.1%
TA
82
Tiedemann Advisors
New York
$293K – – –
MML Investors Services
83
MML Investors Services
Massachusetts
$292K +$292K +14,205 New
IW
84
Imprint Wealth
South Carolina
$292K -$65.4K -3,182 -18%
KFP
85
KMG Fiduciary Partners
Ohio
$278K – – –
BAM
86
Belpointe Asset Management
Nevada
$272K -$74K -3,599 -21%
CG
87
Colony Group
Massachusetts
$252K -$323K -15,714 -56%
EP
88
Eudaimonia Partners
Tennessee
$242K +$350 +17 +0.1%
WCM
89
WealthBridge Capital Management
Ohio
$242K -$111K -5,380 -31%
Fisher Asset Management
90
Fisher Asset Management
Washington
$236K +$236K +11,500 New
SW
91
SlateStone Wealth
Florida
$232K -$27.9K -1,357 -11%
KAS
92
Kestra Advisory Services
Texas
$226K -$157K -7,654 -41%
SPIA
93
Steward Partners Investment Advisory
New York
$216K +$10.3K +503 +5%
EWM
94
EPG Wealth Management
Georgia
$171K +$1.3K +63 +0.8%
UBS Group
95
UBS Group
Switzerland
$136K +$2.34K +114 +2%
Qube Research & Technologies (QRT)
96
Qube Research & Technologies (QRT)
United Kingdom
$120K +$120K +5,841 New
GWM
97
Geneos Wealth Management
Colorado
$108K -$392K -19,055 -78%
JPMorgan Chase & Co
98
JPMorgan Chase & Co
New York
$108K -$781K -38,010 -88%
FWM
99
Focused Wealth Management
New York
$106K +$164 +8 +0.2%
BCMLT
100
Beacon Capital Management LLC (Tennessee)
Tennessee
$96.3K – – –
2 3
4
5 6