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Quadratic Interest Rate Volatility and Inflation Hedge ETF

222 hedge funds and large institutions have $1.45B invested in Quadratic Interest Rate Volatility and Inflation Hedge ETF in 2021 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 70 increasing their positions, 96 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
222
Holders Change
-22
Holders Change %
-9.02%
% of All Funds
3.43%
Holding in Top 10
20
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-20%
% of All Funds
0.31%
New
39
Increased
70
Reduced
96
Closed
54
Calls
$433K
Puts
$12K
Net Calls
+$421K
Net Calls Change
-$1.55M
Name Holding Trade Value Shares
Change
Shares
Change %
DC
151
Davenport & Co
Virginia
$469K +$20.8K +773 +5%
MTWM
152
Masso Torrence Wealth Management
New Jersey
$454K +$454K +16,910 New
FA
153
Fermata Advisors
California
$448K -$88.5K -3,296 -16%
PWM
154
Perigon Wealth Management
California
$431K +$199K +7,400 +86%
FHA
155
Flagship Harbor Advisors
Massachusetts
$430K +$26.9K +1,000 +7%
Carson Wealth (CWM LLC)
156
Carson Wealth (CWM LLC)
Nebraska
$428K +$428K +15,955 New
DSN
157
D. Scott Neal
Kentucky
$424K
CS
158
Credit Suisse
Switzerland
$402K +$27.2K +1,015 +7%
SC
159
Solstein Capital
California
$400K -$2.44M -90,869 -86%
NA
160
NewEdge Advisors
Louisiana
$395K -$13.2M -492,633 -97%
CG
161
Cutler Group
California
$392K -$115K -4,306 -23%
BA
162
Ballew Advisors
Mississippi
$390K -$1.3M -49,561 -77%
P
163
&Partners
Tennessee
$387K -$96.7K -3,600 -20%
TA
164
Tiedemann Advisors
New York
$383K
ARC
165
Advisor Resource Council
Texas
$380K +$380K +14,164 New
LAS
166
Lloyd Advisory Services
Georgia
$376K +$25.2K +938 +7%
KIA
167
Kraematon Investment Advisors
Massachusetts
$371K +$371K +13,833 New
PNC Financial Services Group
168
PNC Financial Services Group
Pennsylvania
$360K +$32.9K +1,226 +10%
SPIA
169
Steward Partners Investment Advisory
New York
$353K +$5.88K +219 +2%
HAM
170
Hedges Asset Management
Nevada
$317K +$317K +11,800 New
RIA
171
Realta Investment Advisors
Delaware
$301K +$23.8K +887 +9%
Bank of America
172
Bank of America
North Carolina
$291K -$165M -6,138,555 -100%
IP
173
Intellectus Partners
California
$269K -$229K -8,500 -46%
EH
174
Equitable Holdings
New York
$268K -$670K -24,955 -71%
KLCM
175
KG&L Capital Management
Louisiana
$244K +$5.36K +200 +2%