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Quadratic Interest Rate Volatility and Inflation Hedge ETF
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Overview Fund Activity

120 hedge funds and large institutions have $506M invested in Quadratic Interest Rate Volatility and Inflation Hedge ETF in 2024 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 36 increasing their positions, 51 reducing their positions, and 27 closing their positions.

Holders
120
Holders Change
-20
Holders Change %
-14.29%
% of All Funds
1.74%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
9
Increased
36
Reduced
51
Closed
27
Calls
$6K
Puts
$155K
Net Calls
-$149K
Net Calls Change
-$137K

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$103M
2
SW
2
Simplicity Wealth
New Jersey
$9.84M
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$10M
4
FEG
4
Financial Enhancement Group
Indiana
$7.94M
5
Jane Street
5
Jane Street
New York
$9.86M

Top Sellers

1
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$0
2
Bank of America
2
Bank of America
North Carolina
$123M
3
TB
3
Terril Brothers
Missouri
$0
4
Morgan Stanley
4
Morgan Stanley
New York
$12.4M
5
GFP
5
Guardian Financial Partners
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
101
Carson Wealth (CWM LLC)
Nebraska
$8K – – –
NA
102
NewEdge Advisors
Louisiana
$7.42K -$6.96K -368 -48%
TAM
103
Tucker Asset Management
Colorado
$7.29K – – –
PS
104
Principal Securities
Iowa
$4.98K +$4.13K +218 +484%
FFL
105
Financial Freedom LLC
Ohio
$4.24K +$38 +2 +0.9%
MG
106
Mather Group
Illinois
$3.78K +$3.78K +183 New
PNC Financial Services Group
107
PNC Financial Services Group
Pennsylvania
$3.52K +$3.52K +186 New
SWS
108
SYSTM Wealth Solutions
Illinois
$3.23K -$32K -1,695 -91%
S
109
SignatureFD
Georgia
$1.91K – – –
CFD
110
Creative Financial Designs
Indiana
$1.89K – – –
OLVIG
111
Oliver Lagore Vanvalin Investment Group
Michigan
$1.33K – – –
CSC
112
Caldwell Sutter Capital
California
$1.12K – – –
NS
113
NBC Securities
Alabama
$1K – – –
JWM
114
Janiczek Wealth Management
Colorado
$1K +$19 +1 +2%
GRP
115
Global Retirement Partners
California
$568 – – –
TRCT
116
Tower Research Capital (TRC)
New York
$303 – – –
SWM
117
Sugarloaf Wealth Management
Georgia
$189 – – –
AAP
118
Arax Advisory Partners
Colorado
$177 – – –
BFA
119
BBJS Financial Advisors
Washington
$39 -$3.92K -201 -99%
Fidelity Investments
120
Fidelity Investments
Massachusetts
$38 +$19 +1 +100%
AF
121
Allworth Financial
California
$6 -$7 – –
Wealth Enhancement Advisory Services
122
Wealth Enhancement Advisory Services
Minnesota
– -$15.3M -741,417 Closed
TB
123
Terril Brothers
Missouri
– -$9.47M -457,955 Closed
GFP
124
Guardian Financial Partners
California
– -$6.45M -312,004 Closed
GC
125
Gratus Capital
Georgia
– -$1.45M -70,000 Closed
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5
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