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Quadratic Interest Rate Volatility and Inflation Hedge ETF

243 hedge funds and large institutions have $2.13B invested in Quadratic Interest Rate Volatility and Inflation Hedge ETF in 2021 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 129 increasing their positions, 45 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
243
Holders Change
+23
Holders Change %
+10.45%
% of All Funds
4.24%
Holding in Top 10
24
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.35%
% of All Funds
0.42%
New
58
Increased
129
Reduced
45
Closed
31
Calls
$3.75M
Puts
$1.21M
Net Calls
+$2.54M
Net Calls Change
-$1.84M
Name Holding Trade Value Shares
Change
Shares
Change %
ASN
151
Advisory Services Network
Georgia
$625K -$319K -11,569 -34%
AA
152
AlphaMark Advisors
Kentucky
$621K +$545K +19,724 +716%
KFP
153
KMG Fiduciary Partners
Ohio
$610K +$610K +22,100 New
Cetera Investment Advisers
154
Cetera Investment Advisers
Illinois
$590K -$1.14M -41,121 -66%
JWA
155
JFS Wealth Advisors
Pennsylvania
$588K +$588K +21,300 New
SWM
156
Spire Wealth Management
Virginia
$587K +$532K +19,239 +962%
FA
157
Fermata Advisors
California
$566K +$566K +20,481 New
RJT
158
Raymond James Trust
Florida
$565K +$565K +20,441 New
DAS
159
Dynamic Advisor Solutions
Arizona
$559K +$4.75K +172 +0.9%
YIA
160
YHB Investment Advisors
Connecticut
$558K +$558K +20,188 New
Natixis Advisors
161
Natixis Advisors
Massachusetts
$554K +$554K +20,072 New
AWE
162
Avidian Wealth Enterprises
Texas
$552K
SWM
163
Sugarloaf Wealth Management
Georgia
$550K -$4.11M -161,501 -88%
P
164
&Partners
Tennessee
$497K +$84.2K +3,405 +20%
SWP
165
Stratos Wealth Partners
Ohio
$496K -$57.7K -2,090 -10%
HAS
166
HBW Advisory Services
California
$483K +$9.14K +331 +2%
AIP
167
Almanack Investment Partners
Pennsylvania
$479K -$644K -23,327 -57%
BRWA
168
B. Riley Wealth Advisors
Florida
$475K +$264K +9,485 +125%
PP
169
Patron Partners
Texas
$473K +$473K +17,154 New
UBS Group
170
UBS Group
Switzerland
$460K +$441K +15,980 +2,360%
FAT
171
First American Trust
California
$447K -$375K -13,577 -46%
DSN
172
D. Scott Neal
Kentucky
$446K +$446K +16,149 New
TCM
173
Tuttle Capital Management
Connecticut
$440K -$428K -15,488 -49%
DC
174
Davenport & Co
Virginia
$436K +$436K +15,796 New
CWM
175
Centric Wealth Management
Illinois
$424K +$201K +7,283 +90%