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Quadratic Interest Rate Volatility and Inflation Hedge ETF
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Overview Fund Activity

244 hedge funds and large institutions have $2.16B invested in Quadratic Interest Rate Volatility and Inflation Hedge ETF in 2021 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 113 increasing their positions, 69 reducing their positions, and 33 closing their positions.

Holders
244
Holders Change
+1
Holders Change %
+0.41%
% of All Funds
4.29%
Holding in Top 10
25
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.17%
% of All Funds
0.44%
New
39
Increased
113
Reduced
69
Closed
33
Calls
$1.97M
Puts
$1K
Net Calls
+$1.97M
Net Calls Change
-$576K

Top Buyers

1
FWM
1
Frontier Wealth Management
Missouri
$24.2M
2
STA
2
Summit Trail Advisors
New York
$22.8M
3
CCMG
3
Clark Capital Management Group
Pennsylvania
$14.6M
4
NA
4
NewEdge Advisors
Louisiana
$14.1M
5
CWG
5
Cornerstone Wealth Group
North Carolina
$14M

Top Sellers

1
PCP
1
Proficio Capital Partners
Massachusetts
$407K
2
Citadel Advisors
2
Citadel Advisors
Florida
$277K
3
Truist Financial
3
Truist Financial
North Carolina
$12.9M
4
Jane Street
4
Jane Street
New York
$621K
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$9.75M
Name Holding Trade Value Shares
Change 		Shares
Change %
OC
101
Oppenheimer & Co
New York
$2.15M -$348K -12,484 -14%
WA
102
WESPAC Advisors
California
$2.11M +$1.28M +46,026 +156%
CAG
103
Csenge Advisory Group
Florida
$2.1M +$67.6K +2,417 +3%
TCA
104
Transcend Capital Advisors
New Jersey
$2.1M -$1.36K -49 -0.1%
VWM
105
Venturi Wealth Management
Texas
$2.08M +$224K +8,053 +12%
EP
106
Eudaimonia Partners
Tennessee
$2.04M +$10.6K +381 +0.5%
WCM
107
WealthBridge Capital Management
Ohio
$1.94M +$176K +6,298 +10%
AWA
108
Acorn Wealth Advisors
Michigan
$1.92M +$1.27M +45,666 +198%
AWM
109
Adams Wealth Management
Utah
$1.91M +$126K +4,538 +7%
SWM
110
Spire Wealth Management
Virginia
$1.82M +$1.23M +44,167 +208%
BA
111
Ballew Advisors
Mississippi
$1.8M -$873K -31,221 -33%
SPC
112
Sigma Planning Corp
Michigan
$1.8M -$3.83M -137,371 -68%
MAA
113
Mraz Amerine & Associates
California
$1.79M +$243K +8,714 +16%
SWA
114
Stratos Wealth Advisors
Ohio
$1.75M +$622K +22,300 +55%
RIA
115
Regal Investment Advisors
Michigan
$1.75M +$537K +19,261 +44%
ICM
116
Islay Capital Management
Texas
$1.67M – – –
AssetMark Inc
117
AssetMark Inc
California
$1.59M -$82.5K -2,960 -5%
ACA
118
Aptus Capital Advisors
Alabama
$1.59M -$8.66M -310,575 -85%
JIR
119
James Investment Research
Ohio
$1.57M +$1.57M +56,176 New
CP
120
Cumberland Partners
Ontario, Canada
$1.54M +$582K +20,880 +61%
CIBC World Market
121
CIBC World Market
Ontario, Canada
$1.51M -$33K -1,185 -2%
LWA
122
Lowe Wealth Advisors
Maryland
$1.51M +$684K +24,555 +83%
DIM
123
Delta Investment Management
California
$1.47M +$161K +5,769 +12%
EWM
124
Executive Wealth Management
Michigan
$1.43M +$63K +2,262 +5%
CA
125
Cambridge Advisors
Nebraska
$1.38M +$59.1K +2,120 +4%
3 4
5
6 7