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Quadratic Interest Rate Volatility and Inflation Hedge ETF

16 hedge funds and large institutions have $16.3M invested in Quadratic Interest Rate Volatility and Inflation Hedge ETF in 2020 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 6 increasing their positions, reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 2

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

57% more capital invested

Capital invested by funds: $10.4M → $16.3M (+$5.94M)

45% more funds holding

Funds holding: 1116 (+5)

4.53% more ownership

Funds ownership: 12.62%17.15% (+4.5%)

Holders
16
Holders Change
+5
Holders Change %
+45.45%
% of All Funds
0.35%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
8
Increased
6
Reduced
Closed
2
Calls
Puts
Net Calls
Net Calls Change

IVOL Hedge Fund Activity: Q1 2020 in Review

16 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Quadratic Interest Rate Volatility and Inflation Hedge ETF (IVOL) for Q1 2020, worth a combined $16.3M — up 57% from $10.4M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new IVOL positions and 2 closed out — a net gain of 6 holders — while 6 added to existing stakes and 0 trimmed.

The largest buyer was Poehling Capital Management, adding an estimated $1.88M. The largest seller was Cambridge Investment Research Advisors, exiting entirely with an estimated $238K sold.

  • 16 institutional investors held Quadratic Interest Rate Volatility and Inflation Hedge ETF (IVOL) as of Q1 2020, up from 11 in Q4 2019.
  • Funds reported $16.3M of Quadratic Interest Rate Volatility and Inflation Hedge ETF stock for Q1 2020, up 57% quarter-over-quarter.
  • 8 funds opened new Quadratic Interest Rate Volatility and Inflation Hedge ETF positions in Q1 2020 and 2 closed out, a net change of +6 holders.
  • The largest Quadratic Interest Rate Volatility and Inflation Hedge ETF buyer in Q1 2020 was Poehling Capital Management, an estimated $1.88M added.
  • The largest Quadratic Interest Rate Volatility and Inflation Hedge ETF seller in Q1 2020 was Cambridge Investment Research Advisors, an estimated $238K sold.

Based on aggregated 13F filings for Q1 2020.