IVOL icon

Quadratic Interest Rate Volatility and Inflation Hedge ETF

72 hedge funds and large institutions have $216M invested in Quadratic Interest Rate Volatility and Inflation Hedge ETF in 2020 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 20 increasing their positions, 4 reducing their positions, and 4 closing their positions.

Holders
72
Holders Change
+41
Holders Change %
+132.26%
% of All Funds
1.46%
Holding in Top 10
6
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+500%
% of All Funds
0.12%
New
45
Increased
20
Reduced
4
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$29.4M 1,070,365 +731,481 +216%
FGA
2
Fortis Group Advisors
New Jersey
$22.3M 811,949 +811,949 New
Truist Financial
3
Truist Financial
North Carolina
$16.5M 601,206 +601,206 New
FEG
4
Financial Enhancement Group
Indiana
$14.6M 531,378 +153,454 +41%
OCPWS
5
One Charles Private Wealth Services
Massachusetts
$11.9M 434,228 +91,045 +27%
VIM
6
VCU Investment Management
Virginia
$10.8M 395,541 +395,541 New
Janney Montgomery Scott
7
Janney Montgomery Scott
Pennsylvania
$10.7M 390,530 +67,154 +21%
SW
8
SlateStone Wealth
Florida
$7.83M 285,597 +285,597 New
BAM
9
Belpointe Asset Management
Nevada
$7.75M 282,645 +137,327 +95%
SI
10
SimpliFi Inc
California
$7.13M 260,097 +10,406 +4%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$5.96M 217,306 +217,306 New
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$5.5M 200,562 +200,562 New
CPIG
13
Chicago Partners Investment Group
Illinois
$4.35M 158,331 +59,991 +61%
CAG
14
Csenge Advisory Group
Florida
$3.82M 139,685 +139,685 New
RJA
15
Raymond James & Associates
Florida
$3.62M 132,162 +124,335 +1,589%
SCP
16
Silverleafe Capital Partners
Tennessee
$3.05M 111,143 +111,143 New
BA
17
Ballew Advisors
Mississippi
$3M 109,612 +109,612 New
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$2.64M 96,098 +96,098 New
TCM
19
Tuttle Capital Management
Connecticut
$2.63M 95,797 +95,797 New
BS
20
Boenning & Scattergood
Pennsylvania
$2.62M 95,672 +13,398 +16%
IWC
21
Integrated Wealth Concepts
Massachusetts
$2.59M 94,491 +94,491 New
WCA
22
Windsor Creek Advisors
Vermont
$2.53M 92,354 +92,354 New
IA
23
IFP Advisors
Florida
$2.18M 79,040 +40,864 +107%
CG
24
Colony Group
Massachusetts
$2.09M 76,355 +60,655 +386%
BCI
25
Brinker Capital Investments
Pennsylvania
$1.99M 72,600 +72,600 New