IVOL icon

Quadratic Interest Rate Volatility and Inflation Hedge ETF
IVOL

Overview Fund Activity

201 hedge funds and large institutions have $1.02B invested in Quadratic Interest Rate Volatility and Inflation Hedge ETF in 2022 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 44 increasing their positions, 104 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
201
Holders Change
-21
Holders Change %
-9.46%
% of All Funds
3.18%
Holding in Top 10
14
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-30%
% of All Funds
0.22%
New
34
Increased
44
Reduced
104
Closed
52
Calls
$428K
Puts
–
Net Calls
+$428K
Net Calls Change
+$7K

Top Buyers

1
AWM
1
Ameliora Wealth Management
Switzerland
$35.6M
2
Jane Street
2
Jane Street
New York
$24.3M
3
ASFA
3
All Season Financial Advisors
Colorado
$6.34M
4
JCM
4
Janney Capital Management
Pennsylvania
$24.7M
5
IA
5
IFP Advisors
Florida
$17.3M

Top Sellers

1
CP
1
Castleview Partners
Texas
$967K
2
Wells Fargo
2
Wells Fargo
California
$32.6M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$5.26M
4
US Bancorp
4
US Bancorp
Minnesota
$33.5M
5
AIM
5
Astor Investment Management
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PFS
176
Prospera Financial Services
Texas
$53K -$2.89M -112,608 -98%
FEG
177
Financial Enhancement Group
Indiana
$49K -$811K -31,882 -94%
AIP
178
Ahrens Investment Partners
Louisiana
$46K – – –
WTC
179
WhitTier Trust Company
Nevada
$44K – – –
C
180
Covestor
United Kingdom
$37K +$37K +1,425 New
Northwestern Mutual Wealth Management
181
Northwestern Mutual Wealth Management
Wisconsin
$33K -$6.06K -234 -16%
HWMA
182
Heritage Wealth Management (Arizona)
Arizona
$30K +$30K +1,174 New
TF
183
Tompkins Financial
New York
$29K +$29K +1,130 New
OLVIG
184
Oliver Lagore Vanvalin Investment Group
Michigan
$17K +$17K +664 New
LFG
185
Larson Financial Group
Missouri
$16K +$158 +6 +1%
CAPTRUST Financial Advisors
186
CAPTRUST Financial Advisors
North Carolina
$15K -$7.15K -272 -32%
Bank of America
187
Bank of America
North Carolina
$11K -$259K -10,395 -96%
HIA
188
Harbor Investment Advisory
Maryland
$10K – – –
TAM
189
Tucker Asset Management
Colorado
$9.86K – – –
JWM
190
Janiczek Wealth Management
Colorado
$6K +$83 +3 +1%
BC
191
Burleson & Co
California
$5K +$5K +190 New
FAG
192
Fortitude Advisory Group
Washington
$3K -$71.3K -3,091 -96%
DHGWA
193
Dixon Hughes Goodman Wealth Advisors
North Carolina
$3K – – –
RBA
194
Richard Bernstein Advisors
New York
$2K – – –
TWA
195
TCI Wealth Advisors
Arizona
$2K +$2K +70 New
BC
196
Belmont Capital
California
$1K -$49.2K -1,723 -98%
SBL
197
Sargent Bickham Lagudis
Colorado
$1K – – –
GRP
198
Global Retirement Partners
California
$1K +$1K +25 New
AIM
199
Astor Investment Management
Illinois
– -$34.5M -1,284,138 Closed
JG
200
Jefferies Group
New York
– -$12.3M -459,539 Closed
6 7
8
9 10