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Quadratic Interest Rate Volatility and Inflation Hedge ETF
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Overview Fund Activity

201 hedge funds and large institutions have $1.02B invested in Quadratic Interest Rate Volatility and Inflation Hedge ETF in 2022 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 44 increasing their positions, 104 reducing their positions, and 52 closing their positions.

Holders
201
Holders Change
-21
Holders Change %
-9.46%
% of All Funds
3.18%
Holding in Top 10
14
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-30%
% of All Funds
0.22%
New
34
Increased
44
Reduced
104
Closed
52
Calls
$428K
Puts
–
Net Calls
+$428K
Net Calls Change
+$7K

Top Buyers

1
AWM
1
Ameliora Wealth Management
Switzerland
$35.6M
2
Jane Street
2
Jane Street
New York
$24.3M
3
ASFA
3
All Season Financial Advisors
Colorado
$6.34M
4
JCM
4
Janney Capital Management
Pennsylvania
$24.7M
5
IA
5
IFP Advisors
Florida
$17.3M

Top Sellers

1
CP
1
Castleview Partners
Texas
$967K
2
Wells Fargo
2
Wells Fargo
California
$32.6M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$5.26M
4
US Bancorp
4
US Bancorp
Minnesota
$33.5M
5
AIM
5
Astor Investment Management
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
PWMG
101
Prestige Wealth Management Group
New Jersey
$873K 34,057 +1,239 +4%
ACA
102
Aptus Capital Advisors
Alabama
$853K 33,311 -1,925 -5%
SWM
103
Spire Wealth Management
Virginia
$826K 32,222 -43,490 -57%
AWS
104
Atria Wealth Solutions
New York
$779K 30,408 +30,408 New
FANJ
105
Financial Architects (New Jersey)
New Jersey
$769K 30,000 -97,967 -77%
ETIA
106
Epic Trust Investment Advisors
Washington
$747K 29,152 +4,391 +18%
GM
107
GeoWealth Management
Illinois
$737K 28,759 -245,043 -89%
PWA
108
Pillar Wealth Advisors
Pennsylvania
$728K 28,399 -1,496 -5%
BPA
109
Beacon Pointe Advisors
California
$728K 28,412 +28,412 New
SW
110
SlateStone Wealth
Florida
$684K 26,682 -159,179 -86%
EWM
111
EPG Wealth Management
Georgia
$672K 26,230 -13,237 -34%
ASN
112
Advisory Services Network
Georgia
$658K 25,672 -22,010 -46%
Rockefeller Capital Management
113
Rockefeller Capital Management
New York
$619K 24,169 -6,958 -22%
MML Investors Services
114
MML Investors Services
Massachusetts
$608K 23,736 -6,869 -22%
Mariner
115
Mariner
Kansas
$604K 23,567 -17,727 -43%
AWM
116
Accurate Wealth Management
Florida
$597K 23,316 +23,316 New
PCWA
117
Pacific Capital Wealth Advisors
California
$585K 22,836 – –
GA
118
GFS Advisors
Texas
$566K 22,080 -6,440 -23%
KFP
119
KMG Fiduciary Partners
Ohio
$566K 22,100 – –
PA
120
PFG Advisors
Arizona
$562K 21,955 +21,955 New
LFAS
121
Level Four Advisory Services
Texas
$555K 21,677 -1,895 -8%
HH
122
Hilltop Holdings
Texas
$535K 20,899 +2,488 +14%
GIA
123
Gladstone Institutional Advisory
Florida
$517K 20,169 +20,169 New
AWE
124
Avidian Wealth Enterprises
Texas
$512K 20,000 – –
AA
125
AlphaMark Advisors
Kentucky
$509K 19,870 -179 -0.9%
3 4
5
6 7