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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 %
CAPTRUST Financial Advisors
201
CAPTRUST Financial Advisors
North Carolina
$26K +$26K +900 New
ZB
202
Zions Bancorporation
Utah
$23K +$23K +791 New
HIA
203
Harbor Investment Advisory
Maryland
$20K +$20K +700 New
UBS Group
204
UBS Group
Switzerland
$19K +$19K +677 New
PFGIA
205
Patriot Financial Group Insurance Agency
Massachusetts
$18K +$18K +645 New
SSW
206
Smith Shellnut Wilson
Mississippi
$14K +$14K +500 New
FHA
207
First Horizon Advisors
Tennessee
$14K +$14K +504 New
ADL
208
Asset Dedication LLC
California
$13K +$13K +450 New
LFG
209
Larson Financial Group
Missouri
$10K +$10K +337 New
SBL
210
Sargent Bickham Lagudis
Colorado
$10K +$10K +354 New
BWA
211
BDO Wealth Advisors
Florida
$8K +$8K +281 New
CFD
212
Creative Financial Designs
Indiana
$6K +$6K +212 New
SWM
213
Sugarloaf Wealth Management
Georgia
$5.24K +$5.22K +182,490 +30,415%
JWM
214
Janiczek Wealth Management
Colorado
$4K +$4K +140 New
JFGIW
215
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3K +$3K +90 New
S
216
SignatureFD
Georgia
$3K +$3K +94 New
HWMA
217
Heritage Wealth Management (Arizona)
Arizona
$3K +$3K +106 New
HFA
218
Hoover Financial Advisors
Pennsylvania
$2K +$2K +70 New
MA
219
MBA Advisors
Pennsylvania
$1.22K +$1.22K +42,777 New
GRP
220
Global Retirement Partners
California
$1K
WCA
221
Windsor Creek Advisors
Vermont
-$2.66M -95,054 Closed
SS
222
Simplicity Solutions
Minnesota
-$1.82M -64,988 Closed
Koshinski Asset Management
223
Koshinski Asset Management
Illinois
-$790K -28,233 Closed
SI
224
Sprott Inc
Ontario, Canada
-$601K -21,505 Closed
RIA
225
Regal Investment Advisors
Michigan
-$537K -19,206 Closed