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Quadratic Interest Rate Volatility and Inflation Hedge ETF

140 hedge funds and large institutions have $600M invested in Quadratic Interest Rate Volatility and Inflation Hedge ETF in 2023 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 26 increasing their positions, 64 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
140
Holders Change
+2
Holders Change %
+1.45%
% of All Funds
2.05%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
24
Increased
26
Reduced
64
Closed
20
Calls
$122K
Puts
$134K
Net Calls
-$12K
Net Calls Change
-$12K
Name Holding Trade Value Shares
Change
Shares
Change %
KFP
76
KMG Fiduciary Partners
Ohio
$267K -$12.4K -600 -4%
KAS
77
Kestra Advisory Services
Texas
$265K +$37.5K +1,814 +16%
BAM
78
Belpointe Asset Management
Nevada
$260K -$13.2K -640 -5%
Focus Partners Wealth
79
Focus Partners Wealth
Massachusetts
$248K +$248K +12,006 New
Corient Private Wealth
80
Corient Private Wealth
Florida
$247K -$58.3K -2,817 -19%
CHJWM
81
Carlton Hofferkamp & Jenks Wealth Management
Texas
$245K -$120K -5,855 -33%
OMC
82
Old Mission Capital
Illinois
$245K -$283K -13,673 -54%
WIM
83
WealthPlan Investment Management
Nebraska
$243K -$243K -11,758 -50%
SW
84
SlateStone Wealth
Florida
$234K
WCM
85
WealthBridge Capital Management
Ohio
$226K -$16.7K -807 -7%
VPP
86
Vertex Planning Partners
Illinois
$219K +$219K +10,604 New
SPIA
87
Steward Partners Investment Advisory
New York
$218K
AA
88
Ancora Advisors
Ohio
$207K +$207K +10,000 New
AC
89
ASB Consultores
Florida
$202K +$202K +9,776 New
ICM
90
Islay Capital Management
Texas
$188K -$385K -18,635 -67%
EWM
91
EPG Wealth Management
Georgia
$165K +$2.04K +104 +1%
UBS Group
92
UBS Group
Switzerland
$155K +$18.8K +909 +14%
William Blair & Company
93
William Blair & Company
Illinois
$134K +$98K +4,738 +273%
FDCDDQ
94
Federation des caisses Desjardins du Quebec
Quebec, Canada
$116K -$13.1M -635,144 -99%
FWM
95
Focused Wealth Management
New York
$85.8K -$20.6K -996 -19%
Qube Research & Technologies (QRT)
96
Qube Research & Technologies (QRT)
United Kingdom
$73.8K -$46.9K -2,270 -39%
OA
97
Operose Advisors
Wisconsin
$72.4K +$72.4K +3,500 New
Northwestern Mutual Wealth Management
98
Northwestern Mutual Wealth Management
Wisconsin
$61K +$61K +2,950 New
BFEC
99
Benjamin F. Edwards & Company
Missouri
$60K +$24.7K +1,195 +70%
TWC
100
TD Waterhouse Canada
Ontario, Canada
$50.1K