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Quadratic Interest Rate Volatility and Inflation Hedge ETF

244 hedge funds and large institutions have $2.16B invested in Quadratic Interest Rate Volatility and Inflation Hedge ETF in 2021 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 113 increasing their positions, 69 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
244
Holders Change
+1
Holders Change %
+0.41%
% of All Funds
4.29%
Holding in Top 10
25
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.17%
% of All Funds
0.44%
New
39
Increased
113
Reduced
69
Closed
33
Calls
$1.97M
Puts
$1K
Net Calls
+$1.97M
Net Calls Change
-$576K
Name Holding Trade Value Shares
Change
Shares
Change %
SWM
176
Sugarloaf Wealth Management
Georgia
$447K -$154K -5,544 -26%
DSN
177
D. Scott Neal
Kentucky
$440K -$10.4K -374 -2%
PAS
178
Park Avenue Securities
New York
$421K +$421K +15,119 New
FHA
179
Flagship Harbor Advisors
Massachusetts
$414K
PCP
180
Proficio Capital Partners
Massachusetts
$407K -$27.8M -994,849 -99%
FRA
181
Front Row Advisors
California
$400K +$1.2K +43 +0.3%
TA
182
Tiedemann Advisors
New York
$398K
CS
183
Credit Suisse
Switzerland
$389K +$109K +3,929 +39%
AWA
184
Arkadios Wealth Advisors
Georgia
$380K +$249K +8,932 +190%
CWM
185
Centric Wealth Management
Illinois
$367K -$60.9K -2,182 -14%
LAS
186
Lloyd Advisory Services
Georgia
$364K -$3.96K -142 -1%
SPIA
187
Steward Partners Investment Advisory
New York
$360K +$111 +4 +0%
OFA
188
Oak Family Advisors
Illinois
$358K +$107K +3,850 +43%
VAS
189
Vestmark Advisory Solutions
Massachusetts
$343K +$343K +12,315 New
PNC Financial Services Group
190
PNC Financial Services Group
Pennsylvania
$340K
SEP
191
Southland Equity Partners
Missouri
$332K -$9.39K -337 -3%
JWA
192
JFS Wealth Advisors
Pennsylvania
$323K -$270K -9,700 -46%
LGWM
193
Litman Gregory Wealth Management
California
$321K +$312K +11,195 +3,554%
YIA
194
YHB Investment Advisors
Connecticut
$298K -$264K -9,490 -47%
RIA
195
Realta Investment Advisors
Delaware
$288K +$288K +10,341 New
SS
196
Simplicity Solutions
Minnesota
$278K +$32.6K +1,171 +13%
Citadel Advisors
197
Citadel Advisors
Florida
$277K -$27M -968,048 -99%
AIC
198
Ameritas Investment Company
Nebraska
$270K +$270K +9,676 New
NWS
199
Newport Wealth Strategies
California
$268K +$268K +9,600 New
LWAC
200
Laurel Wealth Advisors (California)
California
$266K -$9.64K -346 -3%