Quadratic Interest Rate Volatility and Inflation Hedge ETF
IVOL
194 hedge funds and large institutions have $962M invested in Quadratic Interest Rate Volatility and Inflation Hedge ETF in 2022 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 48 increasing their positions, 101 reducing their positions, and 21 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 14 → 14 (0)
5% less first-time investments, than exits
New positions opened: 20 | Existing positions closed: 21
1.58% less ownership
Funds ownership: 59.33% → 57.75% (-1.6%)
3% less funds holding
Funds holding: 201 → 194 (-7)
5% less capital invested
Capital invested by funds: $1.02B → $962M (-$55.5M)
52% less repeat investments, than reductions
Existing positions increased: 48 | Existing positions reduced: 101
Top Buyers
| 1 |
JP Morgan Chase
New York
|
+$155M |
| 2 |
B
Bellecapital
Zurich,
Switzerland
|
+$17.1M |
| 3 |
OPOWM
One Plus One Wealth Management
Jupiter,
Florida
|
+$2.86M |
| 4 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$2.5M |
| 5 |
SWA
Stratos Wealth Advisors
Beachwood,
Ohio
|
+$2.28M |
Top Sellers
| 1 |
Jane Street
New York
|
-$21.3M |
| 2 |
FWM
Frontier Wealth Management
Kansas City,
Missouri
|
-$19.6M |
| 3 |
SWA
SFMG Wealth Advisors
Plano,
Texas
|
-$19.2M |
| 4 |
AWM
Ameliora Wealth Management
Zurich,
Switzerland
|
-$19M |
| 5 |
FA
Faithward Advisors
Lancaster,
Pennsylvania
|
-$12.8M |
IVOL Hedge Fund Activity: Q2 2022 in Review
194 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Quadratic Interest Rate Volatility and Inflation Hedge ETF (IVOL) for Q2 2022, worth a combined $962M — down 5.5% from $1.02B a quarter earlier.
Sellers outnumbered buyers: 21 funds closed out of IVOL and 20 opened new positions — a net loss of 1 holder — while 101 trimmed existing stakes and 48 added.
The largest buyer was JP Morgan Chase, adding an estimated $155M. The largest seller was Jane Street, cutting an estimated $21.3M.
- 194 institutional investors held Quadratic Interest Rate Volatility and Inflation Hedge ETF (IVOL) as of Q2 2022, down from 201 in Q1 2022.
- Funds reported $962M of Quadratic Interest Rate Volatility and Inflation Hedge ETF stock for Q2 2022, down 5.5% quarter-over-quarter.
- 20 funds opened new Quadratic Interest Rate Volatility and Inflation Hedge ETF positions in Q2 2022 and 21 closed out, a net change of -1 holder.
- The largest Quadratic Interest Rate Volatility and Inflation Hedge ETF buyer in Q2 2022 was JP Morgan Chase, an estimated $155M added.
- The largest Quadratic Interest Rate Volatility and Inflation Hedge ETF seller in Q2 2022 was Jane Street, an estimated $21.3M sold.
Based on aggregated 13F filings for Q2 2022.