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Quadratic Interest Rate Volatility and Inflation Hedge ETF
IVOL

78 hedge funds and large institutions have $287M invested in Quadratic Interest Rate Volatility and Inflation Hedge ETF in 2026 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 30 increasing their positions, 26 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 26

6.41% more ownership

Funds ownership: 53.24% → 59.66% (+6.4%)

3% more capital invested

Capital invested by funds: $279M → $287M (+$7.4M)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

12% less call options, than puts

Call options by funds: $189K | Put options by funds: $215K

14% less funds holding

Funds holding: 91 → 78 (-13)

53% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 19

Holders
78
Holders Change
-13
Holders Change %
-14.29%
% of All Funds
0.96%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
9
Increased
30
Reduced
26
Closed
19
Calls
$189K
Puts
$215K
Net Calls
-$26K
Net Calls Change
-$26K

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$10.6M
2
OPOWM
One Plus One Wealth Management
Florida
+$7.07M
3
HH
Hilltop Holdings
Texas
+$5.6M
4
Morgan Stanley
Morgan Stanley
New York
+$5.53M
5
BIG
Brookwood Investment Group
Arizona
+$4.23M

Top Sellers

Rank Fund Capital Flow
1
FCM
Fourpath Capital Management
Oklahoma
-$10.9M
2
Wells Fargo
Wells Fargo
California
-$3.38M
3
DAM
DLD Asset Management
New York
-$1.78M
4
Osaic Holdings
Osaic Holdings
Arizona
-$1.64M
5
Jane Street
Jane Street
New York
-$1.53M
Name Holding Trade Value Shares
Change 		Change in
Stake
BA
76
Ballast Advisors
Minnesota
$917 +$926 +49 New
Simplex Trading
77
Simplex Trading
Illinois
$486 -$194K -10,261 -100%
AAP
78
Arax Advisory Partners
Colorado
$188 +$76 +4 +40%
HWP
79
Highline Wealth Partners
California
$48 – – –
MWA
80
Merkkuri Wealth Advisors
New York
$1 – – –
FCM
81
Fourpath Capital Management
Oklahoma
– -$10.9M -567,991 Closed
DAM
82
DLD Asset Management
New York
– -$1.78M -93,000 Closed
Jane Street
83
Jane Street
New York
– -$1.53M -80,001 Closed
HF
84
HRT Financial
New York
– -$508K -26,533 Closed
QL
85
Quarry LP
New York
– -$484K -25,240 Closed
QC
86
Quadrature Capital
United Kingdom
– -$472K -24,619 Closed
KA
87
Kovack Advisors
Florida
– -$261K -13,606 Closed
OMC
88
Old Mission Capital
Illinois
– -$250K -13,032 Closed
TSS
89
Two Sigma Securities
New York
– -$227K -11,849 Closed
AQR Capital Management
90
AQR Capital Management
Connecticut
– -$209K -10,888 Closed
SPWM
91
Straight Path Wealth Management
Michigan
– -$203K -10,579 Closed
Cetera Investment Advisers
92
Cetera Investment Advisers
Illinois
– -$198K -10,346 Closed
RF
93
Rossby Financial
Florida
– -$192K -10,000 Closed
KAS
94
Kestra Advisory Services
Texas
– -$88.2K -4,602 Closed
TH
95
TCTC Holdings
Texas
– -$31.1K -1,624 Closed
SA
96
Strategic Advocates
Utah
– -$22.5K -1,175 Closed
ICM
97
Islay Capital Management
Texas
– -$19.2K -1,000 Closed
HI
98
Harbour Investments
Wisconsin
– -$6.04K -315 Closed
TPBG
99
Turning Point Benefit Group
Maryland
– -$1.86K -97 Closed
1 2 3
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IVOL Hedge Fund Activity: Q1 2026 in Review

78 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Quadratic Interest Rate Volatility and Inflation Hedge ETF (IVOL) for Q1 2026, worth a combined $287M — up 2.6% from $279M a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of IVOL and 9 opened new positions — a net loss of 10 holders — while 26 trimmed existing stakes and 30 added.

The largest buyer was JP Morgan Chase, adding an estimated $10.6M. The largest seller was Fourpath Capital Management, exiting entirely with an estimated $10.9M sold.

  • 78 institutional investors held Quadratic Interest Rate Volatility and Inflation Hedge ETF (IVOL) as of Q1 2026, down from 91 in Q4 2025.
  • Funds reported $287M of Quadratic Interest Rate Volatility and Inflation Hedge ETF stock for Q1 2026, up 2.6% quarter-over-quarter.
  • 9 funds opened new Quadratic Interest Rate Volatility and Inflation Hedge ETF positions in Q1 2026 and 19 closed out, a net change of -10 holders.
  • The largest Quadratic Interest Rate Volatility and Inflation Hedge ETF buyer in Q1 2026 was JP Morgan Chase, an estimated $10.6M added.
  • The largest Quadratic Interest Rate Volatility and Inflation Hedge ETF seller in Q1 2026 was Fourpath Capital Management, an estimated $10.9M sold.

Based on aggregated 13F filings for Q1 2026.