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Quadratic Interest Rate Volatility and Inflation Hedge ETF

194 hedge funds and large institutions have $962M invested in Quadratic Interest Rate Volatility and Inflation Hedge ETF in 2022 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 48 increasing their positions, 101 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
194
Holders Change
-7
Holders Change %
-3.48%
% of All Funds
3.28%
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.24%
New
20
Increased
48
Reduced
101
Closed
21
Calls
$507K
Puts
Net Calls
+$507K
Net Calls Change
+$79K
Name Holding Trade Value Shares
Change
Shares
Change %
KIA
126
Kraematon Investment Advisors
Massachusetts
$352K +$1.6K +63 +0.5%
FAIM
127
Financial Advocates Investment Management
Washington
$340K
MML Investors Services
128
MML Investors Services
Massachusetts
$334K -$267K -10,553 -44%
SPIA
129
Steward Partners Investment Advisory
New York
$329K -$3.77K -149 -1%
MCA
130
MSH Capital Advisors
Arizona
$325K +$27K +1,064 +9%
PWM
131
Perigon Wealth Management
California
$322K -$67.5K -2,661 -17%
IWC
132
Integrated Wealth Concepts
Massachusetts
$316K -$3.58M -140,997 -92%
NA
133
NewEdge Advisors
Louisiana
$295K -$140K -5,498 -32%
KAS
134
Kestra Advisory Services
Texas
$295K +$203 +8 +0.1%
RFWA
135
RPg Family Wealth Advisory
Massachusetts
$275K +$275K +10,853 New
WP
136
WMS Partners
Maryland
$271K
PNC Financial Services Group
137
PNC Financial Services Group
Pennsylvania
$258K -$76.1K -3,000 -23%
SWP
138
Stratos Wealth Partners
Ohio
$251K +$251K +9,896 New
SWM
139
SeaCrest Wealth Management
New York
$248K -$27.8K -1,100 -10%
KLCM
140
KG&L Capital Management
Louisiana
$231K
QCG
141
Quadrant Capital Group
Ohio
$222K
BWL
142
Bogart Wealth LLC
Virginia
$221K +$221K +8,724 New
PPWM
143
Paragon Private Wealth Management
Kentucky
$220K
FHA
144
Flagship Harbor Advisors
Massachusetts
$219K -$160K -6,300 -42%
AWA
145
Acorn Wealth Advisors
Michigan
$212K +$1.7K +67 +0.8%
CAG
146
Csenge Advisory Group
Florida
$211K +$1.82K +72 +0.9%
F
147
F3Logic
Minnesota
$208K -$87.6K -3,459 -30%
WBC
148
West Branch Capital
Massachusetts
$199K +$759 +30 +0.4%
NFSG
149
Newbridge Financial Services Group
Florida
$177K -$83.3K -3,296 -32%
UBS Group
150
UBS Group
Switzerland
$177K +$24.4K +963 +16%