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Quadratic Interest Rate Volatility and Inflation Hedge ETF
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Overview Fund Activity

102 hedge funds and large institutions have $284M invested in Quadratic Interest Rate Volatility and Inflation Hedge ETF in 2024 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 26 increasing their positions, 46 reducing their positions, and 31 closing their positions.

Holders
102
Holders Change
-22
Holders Change %
-17.74%
% of All Funds
1.36%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
14
Increased
26
Reduced
46
Closed
31
Calls
$335K
Puts
$66K
Net Calls
+$269K
Net Calls Change
-$226K

Top Buyers

1
AWM
1
Adams Wealth Management
Utah
$9.6M
2
CI
2
CacheTech Inc
Utah
$9.6M
3
Jane Street
3
Jane Street
New York
$10.6M
4
USCWA
4
U.S. Capital Wealth Advisors
Texas
$2.33M
5
Citadel Advisors
5
Citadel Advisors
Florida
$4.14M

Top Sellers

1
SC
1
Schiavi & Co
Delaware
$0
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$0
3
Bank of America
3
Bank of America
North Carolina
$95.2M
4
RBA
4
Richard Bernstein Advisors
New York
$51.8M
5
FCM
5
Fourpath Capital Management
Oklahoma
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SWM
101
Sugarloaf Wealth Management
Georgia
$177 10 – –
AAP
102
Arax Advisory Partners
Colorado
$170 10 +1 +11%
JPMorgan Chase & Co
103
JPMorgan Chase & Co
New York
– – -13,712 Closed
Wealth Enhancement Advisory Services
104
Wealth Enhancement Advisory Services
Minnesota
– – -713,540 Closed
SC
105
Schiavi & Co
Delaware
– – -687,488 Closed
FCM
106
Fourpath Capital Management
Oklahoma
– – -504,179 Closed
DADC
107
D.A. Davidson & Co
Montana
– – -278,789 Closed
B
108
Bellecapital
Switzerland
– – -254,359 Closed
FEG
109
Financial Enhancement Group
Indiana
– – -253,623 Closed
EPW
110
Evergreen Private Wealth
Colorado
– – -151,489 Closed
SCP
111
Silverleafe Capital Partners
Tennessee
– – -111,873 Closed
EFMC
112
Empire Financial Management Company
New York
– – -104,173 Closed
IAIM
113
International Assets Investment Management
Florida
– – -68,443 Closed
PA
114
PFG Advisors
Arizona
– – -44,718 Closed
PWM
115
Perigon Wealth Management
California
– – -42,804 Closed
SC
116
Savant Capital
Illinois
– – -36,747 Closed
OMC
117
Old Mission Capital
Illinois
– – -34,367 Closed
STA
118
Summit Trail Advisors
New York
– – -27,299 Closed
CWMGP
119
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
– – -21,097 Closed
BCM
120
Brookstone Capital Management
Illinois
– – -19,653 Closed
LMKC
121
L.M. Kohn & Company
Ohio
– – -19,279 Closed
AFP
122
Alpha Financial Partners
Kentucky
– – -17,880 Closed
OC
123
Oppenheimer & Co
New York
– – -15,280 Closed
PTC
124
Private Trust Company
Ohio
– – -12,451 Closed
WIM
125
WealthPlan Investment Management
Nebraska
– – -10,315 Closed
2 3 4
5
6