We are live on ! Find out more
IVOL icon

Quadratic Interest Rate Volatility and Inflation Hedge ETF

3 hedge funds and large institutions have $7.56M invested in Quadratic Interest Rate Volatility and Inflation Hedge ETF in 2019 Q2 according to their latest regulatory filings, with 3 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

26.94% more ownership

Funds ownership: 0%26.94% (+27%)

Holders
3
Holders Change
+3
Holders Change %
% of All Funds
0.07%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
3
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SI
1
SimpliFi Inc
California
$5.35M +$5.29M +205,955 New
PCM
2
Poehling Capital Management
Wisconsin
$2.11M +$2.08M +81,195 New
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$106K +$98.8K +3,852 New

IVOL Hedge Fund Activity: Q2 2019 in Review

3 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Quadratic Interest Rate Volatility and Inflation Hedge ETF (IVOL) for Q2 2019, worth a combined $7.56M.

Buyers outnumbered sellers: 3 funds opened new IVOL positions and 0 closed out — a net gain of 3 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was SimpliFi Inc, opening a new position worth an estimated $5.29M.

  • 3 institutional investors held Quadratic Interest Rate Volatility and Inflation Hedge ETF (IVOL) as of Q2 2019, up from 0 in Q1 2019.
  • Funds reported $7.56M of Quadratic Interest Rate Volatility and Inflation Hedge ETF stock for Q2 2019.
  • 3 funds opened new Quadratic Interest Rate Volatility and Inflation Hedge ETF positions in Q2 2019 and 0 closed out, a net change of +3 holders.
  • The largest Quadratic Interest Rate Volatility and Inflation Hedge ETF buyer in Q2 2019 was SimpliFi Inc, an estimated $5.29M added.

Based on aggregated 13F filings for Q2 2019.