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Quadratic Interest Rate Volatility and Inflation Hedge ETF

124 hedge funds and large institutions have $407M invested in Quadratic Interest Rate Volatility and Inflation Hedge ETF in 2024 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 45 increasing their positions, 38 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
124
Holders Change
+10
Holders Change %
+8.77%
% of All Funds
1.79%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
23
Increased
45
Reduced
38
Closed
11
Calls
$497K
Puts
$2K
Net Calls
+$495K
Net Calls Change
+$438K
Name Holding Trade Value Shares
Change
Shares
Change %
Susquehanna International Group
76
Susquehanna International Group
Pennsylvania
$251K -$2.4M -124,457 -91%
BAM
77
Belpointe Asset Management
Nevada
$245K +$8.03K +417 +3%
PTC
78
Private Trust Company
Ohio
$240K +$240K +12,451 New
Corient Private Wealth
79
Corient Private Wealth
Florida
$237K -$14.1K -734 -6%
TSS
80
Two Sigma Securities
New York
$229K +$229K +11,890 New
VWM
81
Venturi Wealth Management
Texas
$220K -$32.6K -1,695 -13%
CIA
82
Concurrent Investment Advisors
Florida
$216K -$5.7K -296 -3%
SPIA
83
Steward Partners Investment Advisory
New York
$212K +$4.14K +215 +2%
SW
84
SlateStone Wealth
Florida
$199K
WIM
85
WealthPlan Investment Management
Nebraska
$199K +$199K +10,315 New
Carson Wealth (CWM LLC)
86
Carson Wealth (CWM LLC)
Nebraska
$193K +$185K +9,601 +2,202%
EWM
87
EPG Wealth Management
Georgia
$165K +$165K +8,567 New
LWA
88
Lowe Wealth Advisors
Maryland
$163K +$4.81K +250 +3%
MA
89
MCF Advisors
Kentucky
$159K +$8.66K +450 +6%
BTI
90
Blue Trust Inc
Georgia
$90.1K +$51.6K +2,785 +134%
William Blair & Company
91
William Blair & Company
Illinois
$83.2K -$1.89K -98 -2%
CIAS
92
Capital Investment Advisory Services
North Carolina
$68.7K
VAG
93
VisionPoint Advisory Group
Texas
$53.1K +$53.1K +2,757 New
TWC
94
TD Waterhouse Canada
Ontario, Canada
$47.3K
ICM
95
Islay Capital Management
Texas
$46.2K -$38.5K -2,000 -45%
FDCDDQ
96
Federation des caisses Desjardins du Quebec
Quebec, Canada
$46.1K -$16.3K -849 -26%
OA
97
Operose Advisors
Wisconsin
$40.7K -$8.55K -444 -17%
Qube Research & Technologies (QRT)
98
Qube Research & Technologies (QRT)
United Kingdom
$39K -$1.98K -103 -5%
PNC Financial Services Group
99
PNC Financial Services Group
Pennsylvania
$34.8K
Simplex Trading
100
Simplex Trading
Illinois
$34K +$21.6K +1,123 +174%