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Quadratic Interest Rate Volatility and Inflation Hedge ETF
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Overview Fund Activity

220 hedge funds and large institutions have $1.47B invested in Quadratic Interest Rate Volatility and Inflation Hedge ETF in 2021 Q1 according to their latest regulatory filings, with 122 funds opening new positions, 79 increasing their positions, 11 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
220
Holders Change
+114
Holders Change %
+107.55%
% of All Funds
3.87%
Holding in Top 10
23
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+228.57%
% of All Funds
0.41%
New
122
Increased
79
Reduced
11
Closed
8
Calls
$5.63M
Puts
$1.25M
Net Calls
+$4.38M
Net Calls Change
+$4.38M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$97.7M
2
Wells Fargo
2
Wells Fargo
California
$110M
3
HCM
3
Hilton Capital Management
New York
$70.3M
4
US Bancorp
4
US Bancorp
Minnesota
$46.3M
5
LPL Financial
5
LPL Financial
California
$57.5M

Top Sellers

1
FEG
1
Financial Enhancement Group
Indiana
$1.66M
2
WCA
2
Windsor Creek Advisors
Vermont
$0
3
Renaissance Technologies
3
Renaissance Technologies
New York
$3.84M
4
SS
4
Simplicity Solutions
Minnesota
$0
5
F
5
F3Logic
Minnesota
$3.43M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAMG
151
CWA Asset Management Group
Florida
$448K +$448K +15,660 New
HR
152
Hayden Royal
North Carolina
$423K – – –
HB
153
Homrich & Berg
Georgia
$423K +$423K +14,797 New
TA
154
Tiedemann Advisors
New York
$408K – – –
ACM
155
Alpha Capital Management
Texas
$407K +$407K +14,258 New
CP
156
Cumberland Partners
Ontario, Canada
$370K +$31.3K +1,096 +9%
Rockefeller Capital Management
157
Rockefeller Capital Management
New York
$356K +$55.3K +1,936 +18%
Wolverine Trading
158
Wolverine Trading
Illinois
$342K +$342K +11,985 New
CG
159
Cutler Group
California
$335K +$335K +11,750 New
OPS
160
Orion Portfolio Solutions
Nebraska
$334K +$55.6K +1,944 +20%
CFAM
161
Center For Asset Management
Florida
$324K +$324K +11,349 New
MC
162
Moors & Cabot
Massachusetts
$316K -$25.6K -900 -8%
WP
163
WMS Partners
Maryland
$306K – – –
PWP
164
Principle Wealth Partners
Connecticut
$306K +$306K +10,700 New
IP
165
Intellectus Partners
California
$300K +$300K +10,500 New
ACM
166
Advisors Capital Management
New Jersey
$291K -$290K -10,182 -50%
SPIA
167
Steward Partners Investment Advisory
New York
$290K +$142K +4,974 +96%
FWM
168
Focused Wealth Management
New York
$288K +$160K +5,614 +126%
Bank of America
169
Bank of America
North Carolina
$279K +$259K +9,068 +1,294%
WCM
170
WealthBridge Capital Management
Ohio
$266K +$266K +9,308 New
MSFS
171
Main Street Financial Solutions
Pennsylvania
$261K +$261K +9,126 New
WBC
172
West Branch Capital
Massachusetts
$248K +$248K +8,660 New
CWM
173
Centric Wealth Management
Illinois
$230K +$230K +8,054 New
LWAC
174
Laurel Wealth Advisors (California)
California
$227K +$227K +7,952 New
PWM
175
Perigon Wealth Management
California
$223K +$223K +7,791 New
5 6
7
8 9