IVOL icon

Quadratic Interest Rate Volatility and Inflation Hedge ETF

157 hedge funds and large institutions have $567M invested in Quadratic Interest Rate Volatility and Inflation Hedge ETF in 2022 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 31 increasing their positions, 91 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
157
Holders Change
-17
Holders Change %
-9.77%
% of All Funds
2.53%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.13%
New
19
Increased
31
Reduced
91
Closed
35
Calls
$320K
Puts
$1.03M
Net Calls
-$713K
Net Calls Change
-$713K
Name Holding Trade Value Shares
Change
Shares
Change %
Cetera Investment Advisers
101
Cetera Investment Advisers
Illinois
$264K -$47.3K -2,092 -15%
RJFSA
102
Raymond James Financial Services Advisors
Florida
$256K -$399K -17,653 -61%
MCA
103
MSH Capital Advisors
Arizona
$253K +$2.26K +100 +0.9%
RFWA
104
RPg Family Wealth Advisory
Massachusetts
$248K +$2.37K +105 +1%
IWC
105
Integrated Wealth Concepts
Massachusetts
$236K +$408 +18 +0.2%
AWS
106
Atria Wealth Solutions
New York
$232K +$23 +1 +0%
SPIA
107
Steward Partners Investment Advisory
New York
$227K -$30.8K -1,362 -12%
JSW
108
Journey Strategic Wealth
New Jersey
$226K +$226K +9,990 New
SWP
109
Stratos Wealth Partners
Ohio
$215K -$2.8K -124 -1%
IAN
110
Integrated Advisors Network
Texas
$214K -$87.4K -3,866 -29%
MML Investors Services
111
MML Investors Services
Massachusetts
$205K -$67.3K -2,977 -25%
UBS Group
112
UBS Group
Switzerland
$175K +$2.37K +105 +1%
NFSG
113
Newbridge Financial Services Group
Florida
$132K -$13.1K -578 -9%
WBC
114
West Branch Capital
Massachusetts
$129K -$7.91K -350 -6%
AA
115
AlphaMark Advisors
Kentucky
$125K -$5.63K -250 -4%
SC
116
Solstein Capital
California
$116K
FWM
117
Focused Wealth Management
New York
$115K -$18.9K -836 -14%
Bank of Montreal
118
Bank of Montreal
Ontario, Canada
$109K
AWM
119
Accurate Wealth Management
Florida
$109K -$325K -14,382 -75%
BCMLT
120
Beacon Capital Management LLC (Tennessee)
Tennessee
$106K -$30.8K -1,361 -23%
CIAS
121
Capital Investment Advisory Services
North Carolina
$77.6K -$3.17K -140 -4%
CG
122
Cutler Group
California
$60K +$15.4K +691 +34%
Qube Research & Technologies (QRT)
123
Qube Research & Technologies (QRT)
United Kingdom
$59.6K -$57.2K -2,530 -49%
TWC
124
TD Waterhouse Canada
Ontario, Canada
$55.1K
PNC Financial Services Group
125
PNC Financial Services Group
Pennsylvania
$52.2K -$178K -7,860 -77%