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Quadratic Interest Rate Volatility and Inflation Hedge ETF

136 hedge funds and large institutions have $395M invested in Quadratic Interest Rate Volatility and Inflation Hedge ETF in 2023 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 33 increasing their positions, 68 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
136
Holders Change
-21
Holders Change %
-13.38%
% of All Funds
2.18%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.08%
New
12
Increased
33
Reduced
68
Closed
30
Calls
$427K
Puts
$41K
Net Calls
+$386K
Net Calls Change
+$1.1M
Name Holding Trade Value Shares
Change
Shares
Change %
EWM
101
EPG Wealth Management
Georgia
$186K -$154K -6,763 -45%
UBS Group
102
UBS Group
Switzerland
$162K -$13.6K -597 -8%
NFSG
103
Newbridge Financial Services Group
Florida
$133K
WBC
104
West Branch Capital
Massachusetts
$127K -$3.41K -150 -3%
FWM
105
Focused Wealth Management
New York
$116K +$318 +14 +0.3%
BCMLT
106
Beacon Capital Management LLC (Tennessee)
Tennessee
$106K
CIAS
107
Capital Investment Advisory Services
North Carolina
$72.5K -$5.54K -244 -7%
Bank of Montreal
108
Bank of Montreal
Ontario, Canada
$72K -$38.2K -1,628 -35%
TWC
109
TD Waterhouse Canada
Ontario, Canada
$56.1K
PNC Financial Services Group
110
PNC Financial Services Group
Pennsylvania
$52.5K
BFEC
111
Benjamin F. Edwards & Company
Missouri
$49K
WT
112
Whittier Trust
California
$44.4K
AA
113
AlphaMark Advisors
Kentucky
$36K -$88.9K -3,950 -71%
NA
114
NewEdge Advisors
Louisiana
$34.2K -$34.4K -1,516 -50%
ASN
115
Advisory Services Network
Georgia
$32.8K
Bank of America
116
Bank of America
North Carolina
$31.5K +$15.5K +682 +97%
TF
117
Tompkins Financial
New York
$25.7K
LFG
118
Larson Financial Group
Missouri
$23.7K +$5.34K +235 +29%
HWP
119
Highline Wealth Partners
California
$17.8K -$23 -1 -0.1%
BC
120
Belmont Capital
California
$16.7K
IRC
121
Investors Research Corp
Georgia
$14.6K
WTC
122
WhitTier Trust Company
Nevada
$10.1K
Carson Wealth (CWM LLC)
123
Carson Wealth (CWM LLC)
Nebraska
$9K
TAM
124
Tucker Asset Management
Colorado
$8.75K
CFD
125
Creative Financial Designs
Indiana
$8.63K -$25.1K -1,103 -74%