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Quadratic Interest Rate Volatility and Inflation Hedge ETF

222 hedge funds and large institutions have $1.45B invested in Quadratic Interest Rate Volatility and Inflation Hedge ETF in 2021 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 70 increasing their positions, 96 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
222
Holders Change
-22
Holders Change %
-9.02%
% of All Funds
3.43%
Holding in Top 10
20
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-20%
% of All Funds
0.31%
New
39
Increased
70
Reduced
96
Closed
54
Calls
$433K
Puts
$12K
Net Calls
+$421K
Net Calls Change
-$1.55M
Name Holding Trade Value Shares
Change
Shares
Change %
QCG
176
Quadrant Capital Group
Ohio
$235K
PPWM
177
Paragon Private Wealth Management
Kentucky
$233K +$233K +8,688 New
GG
178
Gofen & Glossberg
Illinois
$224K -$7.76M -288,717 -97%
BRWA
179
B. Riley Wealth Advisors
Florida
$221K -$397K -14,716 -64%
BWM
180
BlackDiamond Wealth Management
New York
$220K +$220K +8,205 New
WBC
181
West Branch Capital
Massachusetts
$215K +$12.6K +470 +6%
SWA
182
Stratos Wealth Advisors
Ohio
$214K -$1.47M -54,858 -87%
BRWM
183
B. Riley Wealth Management
Tennessee
$203K -$12.3K -457 -6%
Bank of Montreal
184
Bank of Montreal
Ontario, Canada
$196K -$13.4K -500 -6%
FWM
185
Focused Wealth Management
New York
$183K -$26.9K -1,003 -13%
UBS Group
186
UBS Group
Switzerland
$174K +$129K +4,853 +291%
SFM
187
Signet Financial Management
New Jersey
$160K +$160K +5,955 New
APC
188
Aspire Private Capital
North Carolina
$139K -$8.67K -322 -6%
CWS
189
Confluence Wealth Services
Pennsylvania
$124K +$124K +4,652 New
CP
190
Castleview Partners
Texas
$120K +$120K +3,211,367 New
DWP
191
Destiny Wealth Partners
Florida
$103K
BHWM
192
Bay Harbor Wealth Management
Maryland
$102K -$10.2K -394 -9%
FAG
193
Fortitude Advisory Group
Washington
$86K +$86K +3,221 New
NL
194
NVWM LLC
Pennsylvania
$84K -$2.3M -85,639 -96%
TWC
195
TD Waterhouse Canada
Ontario, Canada
$66K +$66K +2,450 New
CFD
196
Creative Financial Designs
Indiana
$65K +$15.9K +594 +32%
PFGIA
197
Patriot Financial Group Insurance Agency
Massachusetts
$52K -$20.9K -776 -29%
AIP
198
Ahrens Investment Partners
Louisiana
$48K +$48K +1,800 New
BC
199
Belmont Capital
California
$47K -$8.96K -335 -16%
WTC
200
WhitTier Trust Company
Nevada
$46K