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Quadratic Interest Rate Volatility and Inflation Hedge ETF
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Overview Fund Activity

201 hedge funds and large institutions have $1.02B invested in Quadratic Interest Rate Volatility and Inflation Hedge ETF in 2022 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 44 increasing their positions, 104 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
201
Holders Change
-21
Holders Change %
-9.46%
% of All Funds
3.18%
Holding in Top 10
14
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-30%
% of All Funds
0.22%
New
34
Increased
44
Reduced
104
Closed
52
Calls
$428K
Puts
–
Net Calls
+$428K
Net Calls Change
+$7K

Top Buyers

1
AWM
1
Ameliora Wealth Management
Switzerland
$35.6M
2
Jane Street
2
Jane Street
New York
$24.3M
3
ASFA
3
All Season Financial Advisors
Colorado
$6.34M
4
JCM
4
Janney Capital Management
Pennsylvania
$24.7M
5
IA
5
IFP Advisors
Florida
$17.3M

Top Sellers

1
CP
1
Castleview Partners
Texas
$967K
2
Wells Fargo
2
Wells Fargo
California
$32.6M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$5.26M
4
US Bancorp
4
US Bancorp
Minnesota
$33.5M
5
AIM
5
Astor Investment Management
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
HAS
126
HBW Advisory Services
California
$507K +$30.2K +1,178 +6%
FFG
127
Ford Financial Group
California
$499K -$588K -22,939 -54%
MA
128
Mutual Advisors
Nebraska
$472K +$472K +18,417 New
PPW
129
Pinnacle Private Wealth
Massachusetts
$469K -$226K -8,840 -33%
IAN
130
Integrated Advisors Network
Texas
$450K -$459K -17,929 -51%
NA
131
NewEdge Advisors
Louisiana
$438K +$62.1K +2,427 +17%
WAP
132
Wealthcare Advisory Partners
Pennsylvania
$429K -$398K -15,556 -48%
DSN
133
D. Scott Neal
Kentucky
$404K – – –
VWM
134
Venturi Wealth Management
Texas
$397K -$171K -6,680 -30%
PWM
135
Perigon Wealth Management
California
$393K -$17.7K -690 -4%
ARC
136
Advisor Resource Council
Texas
$391K +$28.3K +1,106 +8%
FHA
137
Flagship Harbor Advisors
Massachusetts
$383K -$26.9K -1,050 -7%
TA
138
Tiedemann Advisors
New York
$365K – – –
Cetera Investment Advisers
139
Cetera Investment Advisers
Illinois
$358K -$150K -5,869 -30%
BPWM
140
Badgley Phelps Wealth Managers
Washington
$355K -$17.3M -676,687 -98%
KIA
141
Kraematon Investment Advisors
Massachusetts
$354K -$436 -17 -0.1%
FAIM
142
Financial Advocates Investment Management
Washington
$344K +$344K +13,410 New
PNC Financial Services Group
143
PNC Financial Services Group
Pennsylvania
$338K -$5.8K -226 -2%
SPIA
144
Steward Partners Investment Advisory
New York
$337K – – –
MCA
145
MSH Capital Advisors
Arizona
$302K +$302K +11,775 New
F
146
F3Logic
Minnesota
$301K -$4.47M -173,358 -94%
KAS
147
Kestra Advisory Services
Texas
$298K -$2.47M -96,497 -89%
SWM
148
SeaCrest Wealth Management
New York
$279K +$279K +10,900 New
WP
149
WMS Partners
Maryland
$274K -$256K -10,000 -48%
NFSG
150
Newbridge Financial Services Group
Florida
$264K +$227K +8,865 +618%
4 5
6
7 8