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Quadratic Interest Rate Volatility and Inflation Hedge ETF
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Overview Fund Activity

87 hedge funds and large institutions have $298M invested in Quadratic Interest Rate Volatility and Inflation Hedge ETF in 2025 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 24 increasing their positions, 34 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
87
Holders Change
-15
Holders Change %
-14.71%
% of All Funds
1.18%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
13
Increased
24
Reduced
34
Closed
25
Calls
$157K
Puts
$387K
Net Calls
-$230K
Net Calls Change
-$499K

Top Buyers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$14.2M
2
RBA
Richard Bernstein Advisors
New York
$60.9M
3
Bank of America
Bank of America
North Carolina
$106M
4
RIA
Regal Investment Advisors
Michigan
$5.1M
5
SC
Scotia Capital
Ontario, Canada
$3.23M

Top Sellers

1
Jane Street
Jane Street
New York
$0
2
SPWM
Straight Path Wealth Management
Michigan
$279K
3
Citadel Advisors
Citadel Advisors
Florida
$805K
4
LWM
Laidlaw Wealth Management
New York
$0
5
USCWA
U.S. Capital Wealth Advisors
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
HI
76
Harbour Investments
Wisconsin
$5.88K +$5.88K +315 New
FFL
77
Financial Freedom LLC
Ohio
$4.34K +$37 +2 +0.9%
NS
78
NBC Securities
Alabama
$4K +$4K +237 New
Bank of Montreal
79
Bank of Montreal
Ontario, Canada
$3.74K – – –
CA
80
Crewe Advisors
Utah
$2.3K +$2.3K +123 New
BNP Paribas Financial Markets
81
BNP Paribas Financial Markets
France
$1.87K -$1.12K -60 -38%
S
82
SignatureFD
Georgia
$1.87K – – –
CSC
83
Caldwell Sutter Capital
California
$1.1K – – –
Simplex Trading
84
Simplex Trading
Illinois
$1K -$1.06K -100 -52%
KWM
85
Kiker Wealth Management
Georgia
$971 +$971 +52 New
JPMorgan Chase & Co
86
JPMorgan Chase & Co
New York
$329 +$329 +17 New
AAP
87
Arax Advisory Partners
Colorado
$181 – – –
Jane Street
88
Jane Street
New York
– -$10.6M -598,828 Closed
LWM
89
Laidlaw Wealth Management
New York
– -$2.47M -139,135 Closed
USCWA
90
U.S. Capital Wealth Advisors
Texas
– -$2.33M -131,108 Closed
FTUS
91
Flow Traders U.S.
New York
– -$2.11M -118,782 Closed
WA
92
WESPAC Advisors
California
– -$1.79M -101,034 Closed
Susquehanna International Group
93
Susquehanna International Group
Pennsylvania
– -$1.05M -58,940 Closed
UAG
94
United Advisor Group
Ohio
– -$532K -30,000 Closed
CF
95
Centaurus Financial
California
– -$424K -23,898 Closed
CSP
96
Cary Street Partners
Virginia
– -$373K -21,024 Closed
LA
97
LexAurum Advisors
Kansas
– -$370K -20,883 Closed
TSS
98
Two Sigma Securities
New York
– -$314K -17,710 Closed
AC
99
ASB Consultores
Florida
– -$276K -15,541 Closed
BAM
100
Belpointe Asset Management
Nevada
– -$234K -12,102 Closed
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4
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