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Quadratic Interest Rate Volatility and Inflation Hedge ETF
IVOL

91 hedge funds and large institutions have $279M invested in Quadratic Interest Rate Volatility and Inflation Hedge ETF in 2025 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 21 increasing their positions, 41 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more capital invested

Capital invested by funds: $211M → $279M (+$68.3M)

31% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 13

5.26% more ownership

Funds ownership: 47.98% → 53.24% (+5.3%)

2% more funds holding

Funds holding: 89 → 91 (+2)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

49% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 41

Holders
91
Holders Change
+2
Holders Change %
+2.25%
% of All Funds
1.11%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
17
Increased
21
Reduced
41
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$101M
2
BA
Ballew Advisors
Mississippi
+$2.75M
3
Jane Street
Jane Street
New York
+$1.54M
4
Citadel Advisors
Citadel Advisors
Florida
+$825K
5
BFG
Bleakley Financial Group
New Jersey
+$770K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$7.98M
2
BIG
Brookwood Investment Group
Arizona
-$5.8M
3
Belvedere Trading
Belvedere Trading
Illinois
-$3.43M
4
FCM
Fourpath Capital Management
Oklahoma
-$3.25M
5
OPOWM
One Plus One Wealth Management
Florida
-$3.07M
Name Holding Trade Value Shares
Change 		Change in
Stake
MA
76
MCF Advisors
Kentucky
$14K -$172K -8,932 -92%
IRC
77
Investors Research Corp
Georgia
$12.3K – – –
SIS
78
Sound Income Strategies
Florida
$8.19K +$6.87K +356 +445%
HI
79
Harbour Investments
Wisconsin
$6.04K – – –
RBA
80
Richard Bernstein Advisors
New York
$5.65K -$97 -5 -2%
WBC
81
West Branch Capital
Massachusetts
$4.41K -$5.21K -270 -54%
Bank of Montreal
82
Bank of Montreal
Ontario, Canada
$3.83K – – –
Qube Research & Technologies (QRT)
83
Qube Research & Technologies (QRT)
United Kingdom
$3.64K -$33.4K -1,730 -90%
TCOT
84
Trust Company of Toledo
Ohio
$2.36K – – –
TPBG
85
Turning Point Benefit Group
Maryland
$1.86K +$1.87K +97 New
DF
86
DecisionPoint Financial
Arizona
$1.25K – – –
AF
87
Allworth Financial
California
$958 +$965 +50 New
CIBC Private Wealth Group
88
CIBC Private Wealth Group
Georgia
$422 +$425 +22 New
AAP
89
Arax Advisory Partners
Colorado
$191 +$193 +10 New
HWP
90
Highline Wealth Partners
California
$49 -$8.09K -419 -99%
Northwestern Mutual Wealth Management
91
Northwestern Mutual Wealth Management
Wisconsin
$38 +$39 +2 New
BIG
92
Brookwood Investment Group
Arizona
– -$5.8M -300,673 Closed
Belvedere Trading
93
Belvedere Trading
Illinois
– -$3.43M -177,996 Closed
MA
94
Mutual Advisors
Nebraska
– -$3.05M -156,307 Closed
UBS Group
95
UBS Group
Switzerland
– -$2.68M -138,798 Closed
FTUS
96
Flow Traders U.S.
New York
– -$1.02M -53,030 Closed
CAPTRUST Financial Advisors
97
CAPTRUST Financial Advisors
North Carolina
– -$852K -44,202 Closed
FWM
98
Focused Wealth Management
New York
– -$431K -22,344 Closed
Group One Trading
99
Group One Trading
Illinois
– -$322K -16,692 Closed
IAS
100
Insigneo Advisory Services
Florida
– -$227K -11,764 Closed
1 2 3
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IVOL Hedge Fund Activity: Q4 2025 in Review

91 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Quadratic Interest Rate Volatility and Inflation Hedge ETF (IVOL) for Q4 2025, worth a combined $279M — up 32% from $211M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new IVOL positions and 13 closed out — a net gain of 4 holders — while 21 added to existing stakes and 41 trimmed.

The largest buyer was JP Morgan Chase, opening a new position worth an estimated $101M. The largest seller was Morgan Stanley, cutting an estimated $7.98M.

  • 91 institutional investors held Quadratic Interest Rate Volatility and Inflation Hedge ETF (IVOL) as of Q4 2025, up from 89 in Q3 2025.
  • Funds reported $279M of Quadratic Interest Rate Volatility and Inflation Hedge ETF stock for Q4 2025, up 32% quarter-over-quarter.
  • 17 funds opened new Quadratic Interest Rate Volatility and Inflation Hedge ETF positions in Q4 2025 and 13 closed out, a net change of +4 holders.
  • The largest Quadratic Interest Rate Volatility and Inflation Hedge ETF buyer in Q4 2025 was JP Morgan Chase, an estimated $101M added.
  • The largest Quadratic Interest Rate Volatility and Inflation Hedge ETF seller in Q4 2025 was Morgan Stanley, an estimated $7.98M sold.

Based on aggregated 13F filings for Q4 2025.