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Quadratic Interest Rate Volatility and Inflation Hedge ETF
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Overview Fund Activity

120 hedge funds and large institutions have $506M 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, 36 increasing their positions, 51 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
120
Holders Change
-20
Holders Change %
-14.29%
% of All Funds
1.74%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
9
Increased
36
Reduced
51
Closed
27
Calls
$6K
Puts
$155K
Net Calls
-$149K
Net Calls Change
-$137K

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$103M
2
SW
2
Simplicity Wealth
New Jersey
$9.84M
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$10M
4
FEG
4
Financial Enhancement Group
Indiana
$7.94M
5
Jane Street
5
Jane Street
New York
$9.86M

Top Sellers

1
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$0
2
Bank of America
2
Bank of America
North Carolina
$123M
3
TB
3
Terril Brothers
Missouri
$0
4
Morgan Stanley
4
Morgan Stanley
New York
$12.4M
5
GFP
5
Guardian Financial Partners
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
EWM
126
Executive Wealth Management
Michigan
– -$1.39M -67,108 Closed
Renaissance Technologies
127
Renaissance Technologies
New York
– -$1.05M -50,643 Closed
FL
128
FreeGulliver LLC
Louisiana
– -$721K -34,878 Closed
AAS
129
Avantax Advisory Services
Texas
– -$477K -23,073 Closed
AIP
130
Almanack Investment Partners
Pennsylvania
– -$451K -21,811 Closed
AWM
131
AE Wealth Management
Kansas
– -$428K -20,999 Closed
CP
132
Cumberland Partners
Ontario, Canada
– -$298K -14,501 Closed
PCM
133
Poehling Capital Management
Wisconsin
– -$296K -14,319 Closed
Fisher Asset Management
134
Fisher Asset Management
Washington
– -$276K -13,348 Closed
CHJWM
135
Carlton Hofferkamp & Jenks Wealth Management
Texas
– -$245K -11,955 Closed
WIM
136
WealthPlan Investment Management
Nebraska
– -$243K -11,769 Closed
WCM
137
WealthBridge Capital Management
Ohio
– -$226K -10,944 Closed
AC
138
ASB Consultores
Florida
– -$202K -9,776 Closed
FWM
139
Focused Wealth Management
New York
– -$85.8K -4,149 Closed
PTC
140
Private Trust Company
Ohio
– -$31K -1,500 Closed
ASN
141
Advisory Services Network
Georgia
– -$23.7K -1,144 Closed
Simplex Trading
142
Simplex Trading
Illinois
– -$9K -457 Closed
GWM
143
Geneos Wealth Management
Colorado
– -$7.82K -378 Closed
Citigroup
144
Citigroup
New York
– -$5.98K -289 Closed
Bessemer Group
145
Bessemer Group
New Jersey
– -$4K -171 Closed
APC
146
Aspire Private Capital
North Carolina
– -$2.42K -117 Closed
CP
147
Castleview Partners
Texas
– -$1.99K -96 Closed
BNP Paribas Financial Markets
148
BNP Paribas Financial Markets
France
– -$724 -35 Closed
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