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Quadratic Interest Rate Volatility and Inflation Hedge ETF
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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 %
VIM
201
VCU Investment Management
Virginia
– -$10.6M -395,541 Closed
CWA
202
Centennial Wealth Advisory
Michigan
– -$6.78M -252,469 Closed
AP
203
Advisors Preferred
Maryland
– -$6.21M -230,504 Closed
AI
204
Atria Investments
North Carolina
– -$5.05M -188,090 Closed
CA
205
CoreCap Advisors
Michigan
– -$4.82M -179,555 Closed
IWA
206
IBEX Wealth Advisors
New Jersey
– -$3.92M -145,986 Closed
SFG
207
Socha Financial Group
New York
– -$3.53M -131,627 Closed
CWM
208
Cordatus Wealth Management
Pennsylvania
– -$2.97M -110,725 Closed
Bank of New York Mellon
209
Bank of New York Mellon
New York
– -$2.95M -109,914 Closed
OWA
210
Outlook Wealth Advisors
Texas
– -$2.8M -104,294 Closed
IIA
211
IPG Investment Advisors
California
– -$2.63M -97,778 Closed
ACM
212
Absolute Capital Management
Pennsylvania
– -$2.54M -94,417 Closed
MP
213
McDonald Partners
Ohio
– -$2.54M -94,417 Closed
PWS
214
Precision Wealth Strategies
Missouri
– -$1.95M -72,526 Closed
WA
215
WESPAC Advisors
California
– -$1.65M -61,318 Closed
AssetMark Inc
216
AssetMark Inc
California
– -$1.57M -58,555 Closed
FCM
217
Fourpath Capital Management
Oklahoma
– -$1.3M -48,462 Closed
BTWM
218
Baker Tilly Wealth Management
Wisconsin
– -$1.2M -44,800 Closed
TSS
219
Two Sigma Securities
New York
– -$1.02M -38,099 Closed
CP
220
Clayton Partners
California
– -$842K -31,362 Closed
WP
221
WealthShield Partners
North Carolina
– -$819K -30,486 Closed
CFAM
222
Center For Asset Management
Florida
– -$554K -20,632 Closed
IAIM
223
International Assets Investment Management
Florida
– -$555K -19,886 Closed
AFP
224
Ausdal Financial Partners
Iowa
– -$491K -18,294 Closed
FTUS
225
Flow Traders U.S.
New York
– -$477K -17,770 Closed
6 7 8
9
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