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Quadratic Interest Rate Volatility and Inflation Hedge ETF
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Overview Fund Activity

102 hedge funds and large institutions have $284M invested in Quadratic Interest Rate Volatility and Inflation Hedge ETF in 2024 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 26 increasing their positions, 46 reducing their positions, and 31 closing their positions.

Holders
102
Holders Change
-22
Holders Change %
-17.74%
% of All Funds
1.36%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
14
Increased
26
Reduced
46
Closed
31
Calls
$335K
Puts
$66K
Net Calls
+$269K
Net Calls Change
-$226K

Top Buyers

1
AWM
1
Adams Wealth Management
Utah
$9.6M
2
CI
2
CacheTech Inc
Utah
$9.6M
3
Jane Street
3
Jane Street
New York
$10.6M
4
USCWA
4
U.S. Capital Wealth Advisors
Texas
$2.33M
5
Citadel Advisors
5
Citadel Advisors
Florida
$4.14M

Top Sellers

1
SC
1
Schiavi & Co
Delaware
$0
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$0
3
Bank of America
3
Bank of America
North Carolina
$95.2M
4
RBA
4
Richard Bernstein Advisors
New York
$51.8M
5
FCM
5
Fourpath Capital Management
Oklahoma
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CICI
76
Capital Investment Counsel Inc
North Carolina
$28K 1,580 +1,580 New
GSWM
77
Golden State Wealth Management
California
$27.5K 1,549 +1,549 New
LFG
78
Larson Financial Group
Missouri
$22.5K 1,270 +11 +0.9%
TF
79
Tompkins Financial
New York
$20K 1,130 – –
AG
80
AmeriFlex Group
Nevada
$19K 1,062 +1,062 New
CWM
81
Copia Wealth Management
Oregon
$18.3K 1,033 +1,033 New
CFGS
82
Concourse Financial Group Securities
Alabama
$17.2K 976 +817 +514%
PNC Financial Services Group
83
PNC Financial Services Group
Pennsylvania
$16.1K 905 -905 -50%
SFG
84
Stonebridge Financial Group
Pennsylvania
$12.4K 698 +698 New
IRC
85
Investors Research Corp
Georgia
$11.4K 642 – –
PPA
86
Painted Porch Advisors
California
$9.58K 540 – –
WBC
87
West Branch Capital
Massachusetts
$8.87K 500 -420 -46%
AWM
88
Avior Wealth Management
Nebraska
$8.76K 494 +494 New
Jones Financial Companies
89
Jones Financial Companies
Missouri
$8.44K 476 +476 New
HWP
90
Highline Wealth Partners
California
$7.36K 415 -141 -25%
BCMLT
91
Beacon Capital Management LLC (Tennessee)
Tennessee
$6.21K 350 +2 +0.6%
CAS
92
Coppell Advisory Solutions
Texas
$5.71K 322 – –
FFL
93
Financial Freedom LLC
Ohio
$4.08K 230 +2 +0.9%
Bank of Montreal
94
Bank of Montreal
Ontario, Canada
$3.55K 200 -22,599 -99%
Simplex Trading
95
Simplex Trading
Illinois
$3K 194 -1,573 -89%
BNP Paribas Financial Markets
96
BNP Paribas Financial Markets
France
$2.84K 160 +160 New
OC
97
Oarsman Capital
Wisconsin
$2.66K 150 – –
S
98
SignatureFD
Georgia
$1.77K 100 – –
CSC
99
Caldwell Sutter Capital
California
$1.05K 59 – –
TRCT
100
Tower Research Capital (TRC)
New York
$284 16 – –
2 3
4
5 6