Quadratic Interest Rate Volatility and Inflation Hedge ETF
IVOL
121 hedge funds and large institutions have $532M 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, 37 increasing their positions, 51 reducing their positions, and 27 closing their positions.
1.98% more ownership
Funds ownership: 65.4% → 67.38% (+2%)
14% less funds holding
Funds holding: 141 → 121 (-20)
15% less capital invested
Capital invested by funds: $622M → $532M (-$90.6M)
27% less repeat investments, than reductions
Existing positions increased: 37 | Existing positions reduced: 51
40% less funds holding in top 10
Funds holding in top 10: 5 → 3 (-2)
67% less first-time investments, than exits
New positions opened: 9 | Existing positions closed: 27
96% less call options, than puts
Call options by funds: $6K | Put options by funds: $155K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$20.1M |
| 2 |
SW
Simplicity Wealth
Summit,
New Jersey
|
+$10.3M |
| 3 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$8.85M |
| 4 |
FEG
Financial Enhancement Group
Anderson,
Indiana
|
+$8.48M |
| 5 |
Jane Street
New York
|
+$6.02M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
-$15.3M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$10.4M |
| 3 |
TB
Terril Brothers
St. Louis,
Missouri
|
-$9.47M |
| 4 |
Morgan Stanley
New York
|
-$7.94M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$6.5M |
IVOL Hedge Fund Activity: Q1 2024 in Review
121 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Quadratic Interest Rate Volatility and Inflation Hedge ETF (IVOL) for Q1 2024, worth a combined $532M — down 15% from $622M a quarter earlier.
Sellers outnumbered buyers: 27 funds closed out of IVOL and 9 opened new positions — a net loss of 18 holders — while 51 trimmed existing stakes and 37 added.
The largest buyer was JP Morgan Chase, adding an estimated $20.1M. The largest seller was Wealth Enhancement Advisory Services, exiting entirely with an estimated $15.3M sold.
- 121 institutional investors held Quadratic Interest Rate Volatility and Inflation Hedge ETF (IVOL) as of Q1 2024, down from 141 in Q4 2023.
- Funds reported $532M of Quadratic Interest Rate Volatility and Inflation Hedge ETF stock for Q1 2024, down 15% quarter-over-quarter.
- 9 funds opened new Quadratic Interest Rate Volatility and Inflation Hedge ETF positions in Q1 2024 and 27 closed out, a net change of -18 holders.
- The largest Quadratic Interest Rate Volatility and Inflation Hedge ETF buyer in Q1 2024 was JP Morgan Chase, an estimated $20.1M added.
- The largest Quadratic Interest Rate Volatility and Inflation Hedge ETF seller in Q1 2024 was Wealth Enhancement Advisory Services, an estimated $15.3M sold.
Based on aggregated 13F filings for Q1 2024.