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Quadratic Interest Rate Volatility and Inflation Hedge ETF

174 hedge funds and large institutions have $594M invested in Quadratic Interest Rate Volatility and Inflation Hedge ETF in 2022 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 44 increasing their positions, 89 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
174
Holders Change
-20
Holders Change %
-10.31%
% of All Funds
3.01%
Holding in Top 10
9
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-35.71%
% of All Funds
0.16%
New
17
Increased
44
Reduced
89
Closed
34
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BC
151
Belmont Capital
California
$16K +$15.2K +700 +2,000%
IRC
152
Investors Research Corp
Georgia
$14K +$7K +321 +100%
HWMA
153
Heritage Wealth Management (Arizona)
Arizona
$13K
SOS
154
Silver Oak Securities
Tennessee
$10.7K +$10.7K +518 New
Carson Wealth (CWM LLC)
155
Carson Wealth (CWM LLC)
Nebraska
$10K -$31.4K -1,391 -76%
WTC
156
WhitTier Trust Company
Nevada
$10K -$28.2K -1,255 -74%
TRCT
157
Tower Research Capital (TRC)
New York
$10K +$9.66K +449 +2,806%
TAM
158
Tucker Asset Management
Colorado
$8.71K
National Bank of Canada
159
National Bank of Canada
Quebec, Canada
$7K -$64.6K -2,850 -90%
M1FG
160
Mach-1 Financial Group
Arkansas
$7K
VNA
161
Valley National Advisers
Pennsylvania
$7K +$7K +300 New
AssetMark Inc
162
AssetMark Inc
California
$7K +$7K +310 New
HI
163
Harbour Investments
Wisconsin
$6K
JWM
164
Janiczek Wealth Management
Colorado
$4K -$1.12K -48 -22%
Rockefeller Capital Management
165
Rockefeller Capital Management
New York
$3K -$370K -19,967 -99%
EWM
166
Executive Wealth Management
Michigan
$2.19K -$102K -101,785 -98%
OLVIG
167
Oliver Lagore Vanvalin Investment Group
Michigan
$2K -$10.7K -562 -84%
BC
168
Burleson & Co
California
$2K
TWA
169
TCI Wealth Advisors
Arizona
$2K
CP
170
Castleview Partners
Texas
$2K +$635 +33 +46%
GRP
171
Global Retirement Partners
California
$1K
RBA
172
Richard Bernstein Advisors
New York
$1K
Bank of Montreal
173
Bank of Montreal
Ontario, Canada
$109 +$5 +200 +4%
AWM
174
Ameliora Wealth Management
Switzerland
-$19.4M -763,800 Closed
ASFA
175
All Season Financial Advisors
Colorado
-$3.13M -123,330 Closed