IVOL icon

Quadratic Interest Rate Volatility and Inflation Hedge ETF
IVOL

Overview Fund Activity

131 hedge funds and large institutions have $437M invested in Quadratic Interest Rate Volatility and Inflation Hedge ETF in 2023 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 45 increasing their positions, 53 reducing their positions, and 13 closing their positions.

Holders
131
Holders Change
-5
Holders Change %
-3.68%
% of All Funds
2.07%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
9
Increased
45
Reduced
53
Closed
13
Calls
$66K
Puts
$2K
Net Calls
+$64K
Net Calls Change
-$322K

Top Buyers

1
Jane Street
1
Jane Street
New York
$98.1M
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$15.2M
3
FEG
3
Financial Enhancement Group
Indiana
$10.9M
4
RIA
4
Regal Investment Advisors
Michigan
$5.3M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$2.72M

Top Sellers

1
M1FG
1
Mach-1 Financial Group
Arkansas
$0
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$33.6M
3
LIM
3
Leavell Investment Management
Alabama
$0
4
Morgan Stanley
4
Morgan Stanley
New York
$26M
5
WP
5
WealthPLAN Partners
Nebraska
$344K
Name Holding Trade Value Shares
Change 		Shares
Change %
CFD
126
Creative Financial Designs
Indiana
$2.06K -$5.76K -280 -74%
Northwestern Mutual Wealth Management
127
Northwestern Mutual Wealth Management
Wisconsin
$1.77K +$1.77K +86 New
OLVIG
128
Oliver Lagore Vanvalin Investment Group
Michigan
$1.44K – – –
JWM
129
Janiczek Wealth Management
Colorado
$1.06K – – –
TRCT
130
Tower Research Capital (TRC)
New York
$329 – – –
HNB
131
Huntington National Bank
Ohio
$226 -$1.07K – –
AAP
132
Arax Advisory Partners
Colorado
$186 – – –
LIM
133
Leavell Investment Management
Alabama
– -$3.85M -169,490 Closed
ECA
134
Elevated Capital Advisors
Utah
– -$1.57M -69,109 Closed
CIBC World Market
135
CIBC World Market
Ontario, Canada
– -$1.24M -54,406 Closed
WAM
136
Worth Asset Management
Texas
– -$280K -12,312 Closed
SWP
137
Stratos Wealth Partners
Ohio
– -$215K -9,474 Closed
IAN
138
Integrated Advisors Network
Texas
– -$215K -9,458 Closed
MCA
139
MSH Capital Advisors
Arizona
– -$210K -9,223 Closed
VPP
140
Vertex Planning Partners
Illinois
– -$207K -9,095 Closed
HCM
141
Hengehold Capital Management
Ohio
– -$203K -8,939 Closed
ASN
142
Advisory Services Network
Georgia
– -$32.8K -1,445 Closed
M1FG
143
Mach-1 Financial Group
Arkansas
– -$8.09M -356 Closed
PTC
144
Private Trust Company
Ohio
– -$6.66K -293 Closed
Fidelity Investments
145
Fidelity Investments
Massachusetts
– -$23 -1 Closed
2 3 4 5
6