Quadratic Interest Rate Volatility and Inflation Hedge ETF
IVOL
72 hedge funds and large institutions have $217M 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.
4,225% more capital inflows, than outflows
Capital inflows: $158M | Capital outflows: $3.65M
1,025% more first-time investments, than exits
New positions opened: 45 | Existing positions closed: 4
500% more funds holding in top 10
Funds holding in top 10: 1 → 6 (+5)
400% more repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 4
153.63% more ownership
Funds ownership: 65.1% → 218.74% (+154%)
132% more funds holding
Funds holding: 31 → 72 (+41)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$19.9M |
| 2 |
Truist Financial
Charlotte,
North Carolina
|
+$16.4M |
| 3 |
VCU Investment Management
Richmond,
Virginia
|
+$10.8M |
| 4 |
SlateStone Wealth
Jupiter,
Florida
|
+$7.78M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$5.92M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$2.1M |
| 2 |
Prospera Financial Services
Dallas,
Texas
|
-$759K |
| 3 |
Wedbush Securities
Los Angeles,
California
|
-$546K |
| 4 |
Tidal Investments
Milwaukee,
Wisconsin
|
-$62.1K |
| 5 |
Strategic Blueprint
Atlanta,
Georgia
|
-$51.8K |
IVOL Hedge Fund Activity: Q3 2020 in Review
72 of the 4,972 institutional investors tracked by Wall St. Rank reported a position in Quadratic Interest Rate Volatility and Inflation Hedge ETF (IVOL) for Q3 2020, worth a combined $217M — up 233% from $65M a quarter earlier.
Buyers outnumbered sellers: 45 funds opened new IVOL positions and 4 closed out — a net gain of 41 holders — while 20 added to existing stakes and 4 trimmed.
The largest buyer was Royal Bank of Canada, adding an estimated $19.9M. The largest seller was Citadel Advisors, exiting entirely with an estimated $2.1M sold.
- 72 institutional investors held Quadratic Interest Rate Volatility and Inflation Hedge ETF (IVOL) as of Q3 2020, up from 31 in Q2 2020.
- Funds reported $217M of Quadratic Interest Rate Volatility and Inflation Hedge ETF stock for Q3 2020, up 233% quarter-over-quarter.
- 45 funds opened new Quadratic Interest Rate Volatility and Inflation Hedge ETF positions in Q3 2020 and 4 closed out, a net change of +41 holders.
- The largest Quadratic Interest Rate Volatility and Inflation Hedge ETF buyer in Q3 2020 was Royal Bank of Canada, an estimated $19.9M added.
- The largest Quadratic Interest Rate Volatility and Inflation Hedge ETF seller in Q3 2020 was Citadel Advisors, an estimated $2.1M sold.
Based on aggregated 13F filings for Q3 2020.