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Quadratic Interest Rate Volatility and Inflation Hedge ETF

220 hedge funds and large institutions have $1.47B invested in Quadratic Interest Rate Volatility and Inflation Hedge ETF in 2021 Q1 according to their latest regulatory filings, with 122 funds opening new positions, 79 increasing their positions, 11 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
220
Holders Change
+114
Holders Change %
+107.55%
% of All Funds
3.87%
Holding in Top 10
23
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+228.57%
% of All Funds
0.41%
New
122
Increased
79
Reduced
11
Closed
8
Calls
$5.63M
Puts
$1.25M
Net Calls
+$4.38M
Net Calls Change
+$4.38M
Name Holding Trade Value Shares
Change
Shares
Change %
JAWM
176
J. Arnold Wealth Management
Ohio
$223K +$223K +7,900 New
BRWA
177
B. Riley Wealth Advisors
Florida
$218K +$218K +7,608 New
PNC Financial Services Group
178
PNC Financial Services Group
Pennsylvania
$216K +$102K +3,570 +89%
BWA
179
Beam Wealth Advisors
Louisiana
$212K +$212K +7,422 New
LWA
180
Lowe Wealth Advisors
Maryland
$208K +$204K +7,160 +5,728%
PFG
181
Pacific Financial Group
Washington
$206K +$206K +7,205 New
LNC
182
Lincoln National Corp
Pennsylvania
$203K +$203K +7,095 New
SIA
183
Strategic Investment Advisors
Michigan
$203K +$203K +7,115 New
LAS
184
Lloyd Advisory Services
Georgia
$181K +$181K +6,350 New
BHWM
185
Bay Harbor Wealth Management
Maryland
$173K +$173K +6,043 New
Bank of Montreal
186
Bank of Montreal
Ontario, Canada
$153K +$8.74K +307 +6%
William Blair & Company
187
William Blair & Company
Illinois
$150K +$150K +5,237 New
NFG
188
Next Financial Group
Texas
$143K +$143K +5,001 New
CQS
189
Credential Qtrade Securities
$140K +$140K +4,900 New
SFS
190
Sowell Financial Services
Arkansas
$135K +$135K +4,717 New
JIR
191
James Investment Research
Ohio
$129K +$77.4K +2,700 +150%
Carson Wealth (CWM LLC)
192
Carson Wealth (CWM LLC)
Nebraska
$106K
FRA
193
Front Row Advisors
California
$99K +$99K +3,448 New
WP
194
WealthShield Partners
North Carolina
$84K +$84K +2,933 New
AWA
195
Arkadios Wealth Advisors
Georgia
$84K +$84K +2,962 New
AA
196
AlphaMark Advisors
Kentucky
$79K +$79K +2,754 New
NFSG
197
Newbridge Financial Services Group
Florida
$63K +$63K +2,200 New
SWM
198
Spire Wealth Management
Virginia
$57K +$57K +2,000 New
WTC
199
WhitTier Trust Company
Nevada
$49K +$34.6K +1,200 +240%
WT
200
Whittier Trust
California
$35K