Quadratic Interest Rate Volatility and Inflation Hedge ETF
IVOL
138 hedge funds and large institutions have $575M invested in Quadratic Interest Rate Volatility and Inflation Hedge ETF in 2023 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 36 increasing their positions, 58 reducing their positions, and 16 closing their positions.
50% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 16
32% more capital invested
Capital invested by funds: $437M → $575M (+$138M)
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
5% more funds holding
Funds holding: 131 → 138 (+7)
0.3% more ownership
Funds ownership: 59.8% → 60.1% (+0.3%)
38% less repeat investments, than reductions
Existing positions increased: 36 | Existing positions reduced: 58
Top Buyers
Top Sellers
| 1 |
Jane Street
New York
|
-$94.4M |
| 2 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$14.9M |
| 3 |
Morgan Stanley
New York
|
-$7.29M |
| 4 |
SI
SimpliFi Inc
San Diego,
California
|
-$6.83M |
| 5 |
FEG
Financial Enhancement Group
Anderson,
Indiana
|
-$5.38M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PWA
151
Pillar Wealth Advisors
West Chester,
Pennsylvania
| – | -$204K | -9,924 | Closed |
|
152
Citadel Advisors
Miami,
Florida
| – | -$143K | -6,948 | Closed |
|
|
AA
153
AlphaMark Advisors
Ft. Wright,
Kentucky
| – | -$15K | -750 | Closed |
|
|
WTC
154
WhitTier Trust Company
Reno,
Nevada
| – | -$9.15K | -445 | Closed |
|
155
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$1.77K | -86 | Closed |
|
IVOL Hedge Fund Activity: Q3 2023 in Review
138 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Quadratic Interest Rate Volatility and Inflation Hedge ETF (IVOL) for Q3 2023, worth a combined $575M — up 32% from $437M a quarter earlier.
Buyers outnumbered sellers: 24 funds opened new IVOL positions and 16 closed out — a net gain of 8 holders — while 36 added to existing stakes and 58 trimmed.
The largest buyer was Bank of America, adding an estimated $154M. The largest seller was Jane Street, cutting an estimated $94.4M.
- 138 institutional investors held Quadratic Interest Rate Volatility and Inflation Hedge ETF (IVOL) as of Q3 2023, up from 131 in Q2 2023.
- Funds reported $575M of Quadratic Interest Rate Volatility and Inflation Hedge ETF stock for Q3 2023, up 32% quarter-over-quarter.
- 24 funds opened new Quadratic Interest Rate Volatility and Inflation Hedge ETF positions in Q3 2023 and 16 closed out, a net change of +8 holders.
- The largest Quadratic Interest Rate Volatility and Inflation Hedge ETF buyer in Q3 2023 was Bank of America, an estimated $154M added.
- The largest Quadratic Interest Rate Volatility and Inflation Hedge ETF seller in Q3 2023 was Jane Street, an estimated $94.4M sold.
Based on aggregated 13F filings for Q3 2023.