IVOL icon

Quadratic Interest Rate Volatility and Inflation Hedge ETF
IVOL

Overview Fund Activity

70 hedge funds and large institutions have $107M invested in Quadratic Interest Rate Volatility and Inflation Hedge ETF in 2025 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 23 increasing their positions, 21 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
70
Holders Change
-17
Holders Change %
-19.54%
% of All Funds
0.94%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
13
Increased
23
Reduced
21
Closed
28
Calls
$497K
Puts
$505K
Net Calls
-$8K
Net Calls Change
+$222K

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$4.68M
2
Morgan Stanley
Morgan Stanley
New York
+$3.79M
3
BIG
Brookwood Investment Group
Arizona
+$3.07M
4
FGA
Fortis Group Advisors
New Jersey
+$1.38M
5
BFG
Bleakley Financial Group
New Jersey
+$929K

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$111M
2
RBA
Richard Bernstein Advisors
New York
-$63.8M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$10M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$3.28M
5
SC
Scotia Capital
Ontario, Canada
-$3.23M
Name Holding Trade Value Shares
Change 		Shares
Change %
TF
76
Trek Financial
Arizona
– -$493K -26,394 Closed
Bank of New York Mellon
77
Bank of New York Mellon
New York
– -$387K -20,723 Closed
MML Investors Services
78
MML Investors Services
Massachusetts
– -$344K -18,410 Closed
EFG
79
Ehrlich Financial Group
California
– -$333K -17,801 Closed
Balyasny Asset Management
80
Balyasny Asset Management
Illinois
– -$318K -17,016 Closed
PP
81
Patron Partners
Texas
– -$270K -14,463 Closed
Janney Montgomery Scott
82
Janney Montgomery Scott
Pennsylvania
– -$268K -14,372 Closed
Corient Private Wealth
83
Corient Private Wealth
Florida
– -$231K -12,349 Closed
CBA
84
Coastal Bridge Advisors
Connecticut
– -$227K -12,156 Closed
GAM
85
Griffin Asset Management
New York
– -$215K -11,529 Closed
CIA
86
Concurrent Investment Advisors
Florida
– -$205K -10,957 Closed
VWM
87
Venturi Wealth Management
Texas
– -$200K -10,705 Closed
BTI
88
Blue Trust Inc
Georgia
– -$200K -10,704 Closed
AA
89
Ancora Advisors
Ohio
– -$187K -10,000 Closed
GWM
90
Geneos Wealth Management
Colorado
– -$51.7K -2,768 Closed
AG
91
AmeriFlex Group
Nevada
– -$14.9K -795 Closed
BFS
92
Bare Financial Services
Pennsylvania
– -$6.22K -333 Closed
NS
93
NBC Securities
Alabama
– -$4K -237 Closed
FFL
94
Financial Freedom LLC
Ohio
– -$4.34K -232 Closed
CA
95
Crewe Advisors
Utah
– -$2.3K -123 Closed
S
96
SignatureFD
Georgia
– -$1.87K -100 Closed
BNP Paribas Financial Markets
97
BNP Paribas Financial Markets
France
– -$1.87K -100 Closed
CSC
98
Caldwell Sutter Capital
California
– -$1.1K -59 Closed
1 2 3
4