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Quadratic Interest Rate Volatility and Inflation Hedge ETF
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Overview Fund Activity

201 hedge funds and large institutions have $1.02B invested in Quadratic Interest Rate Volatility and Inflation Hedge ETF in 2022 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 44 increasing their positions, 104 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
201
Holders Change
-21
Holders Change %
-9.46%
% of All Funds
3.18%
Holding in Top 10
14
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-30%
% of All Funds
0.22%
New
34
Increased
44
Reduced
104
Closed
52
Calls
$428K
Puts
–
Net Calls
+$428K
Net Calls Change
+$7K

Top Buyers

1
AWM
1
Ameliora Wealth Management
Switzerland
$35.6M
2
Jane Street
2
Jane Street
New York
$24.3M
3
ASFA
3
All Season Financial Advisors
Colorado
$6.34M
4
JCM
4
Janney Capital Management
Pennsylvania
$24.7M
5
IA
5
IFP Advisors
Florida
$17.3M

Top Sellers

1
CP
1
Castleview Partners
Texas
$967K
2
Wells Fargo
2
Wells Fargo
California
$32.6M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$5.26M
4
US Bancorp
4
US Bancorp
Minnesota
$33.5M
5
AIM
5
Astor Investment Management
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
OIA
151
OneDigital Investment Advisors
Kansas
$261K -$280K -10,922 -52%
FA
152
Fermata Advisors
California
$237K -$191K -7,459 -45%
KLCM
153
KG&L Capital Management
Louisiana
$233K – – –
ACM
154
Adalta Capital Management
New York
$231K +$231K +9,000 New
QCG
155
Quadrant Capital Group
Ohio
$224K – – –
CG
156
Cutler Group
California
$223K -$151K -5,905 -40%
GG
157
Gofen & Glossberg
Illinois
$221K +$7.31K +285 +3%
PPWM
158
Paragon Private Wealth Management
Kentucky
$220K – – –
AWA
159
Acorn Wealth Advisors
Michigan
$213K -$1.61M -62,843 -88%
CAG
160
Csenge Advisory Group
Florida
$212K -$1.65M -64,542 -89%
Carson Wealth (CWM LLC)
161
Carson Wealth (CWM LLC)
Nebraska
$211K -$197K -7,713 -48%
WBC
162
West Branch Capital
Massachusetts
$201K -$3.85K -150 -2%
FWM
163
Focused Wealth Management
New York
$176K +$1.1K +43 +0.6%
BCMLT
164
Beacon Capital Management LLC (Tennessee)
Tennessee
$166K +$166K +6,496 New
UBS Group
165
UBS Group
Switzerland
$155K -$12.6K -489 -7%
CIAS
166
Capital Investment Advisory Services
North Carolina
$133K +$133K +5,206 New
SC
167
Solstein Capital
California
$132K -$251K -9,762 -66%
FRA
168
Front Row Advisors
California
$123K +$123K +4,800 New
Bank of Montreal
169
Bank of Montreal
Ontario, Canada
$120K -$74.7K -2,800 -38%
WT
170
Whittier Trust
California
$81K +$49.2K +1,925 +154%
APC
171
Aspire Private Capital
North Carolina
$67K -$65K -2,541 -49%
CFD
172
Creative Financial Designs
Indiana
$65K +$2.6K +101 +4%
LPWM
173
Lake Point Wealth Management
Texas
$64K -$20.7M -801,733 -100%
TWC
174
TD Waterhouse Canada
Ontario, Canada
$61.3K – – –
JPMorgan Chase & Co
175
JPMorgan Chase & Co
New York
$57K +$57K +2,228 New
5 6
7
8 9