Quadratic Interest Rate Volatility and Inflation Hedge ETF
IVOL
106 hedge funds and large institutions have $406M invested in Quadratic Interest Rate Volatility and Inflation Hedge ETF in 2020 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 43 increasing their positions, 12 reducing their positions, and 9 closing their positions.
577% more capital inflows, than outflows
Capital inflows: $237M | Capital outflows: $35M
400% more first-time investments, than exits
New positions opened: 45 | Existing positions closed: 9
258% more repeat investments, than reductions
Existing positions increased: 43 | Existing positions reduced: 12
47% more funds holding
Funds holding: 72 → 106 (+34)
17% more funds holding in top 10
Funds holding in top 10: 6 → 7 (+1)
207.44% less ownership
Funds ownership: 218.74% → 11.3% (-207%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WealthPLAN Partners
Omaha,
Nebraska
|
+$26.4M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$25.4M |
| 3 |
LPL Financial
San Diego,
California
|
+$17M |
| 4 |
Private Advisor Group
Morristown,
New Jersey
|
+$13.8M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$10M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
One Charles Private Wealth Services
Hingham,
Massachusetts
|
-$11.9M |
| 2 |
Financial Enhancement Group
Anderson,
Indiana
|
-$8.78M |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$4.42M |
| 4 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$2.72M |
| 5 |
Tuttle Capital Management
Riverside,
Connecticut
|
-$2.63M |
IVOL Hedge Fund Activity: Q4 2020 in Review
106 of the 5,679 institutional investors tracked by Wall St. Rank reported a position in Quadratic Interest Rate Volatility and Inflation Hedge ETF (IVOL) for Q4 2020, worth a combined $406M — up 87% from $217M a quarter earlier.
Buyers outnumbered sellers: 45 funds opened new IVOL positions and 9 closed out — a net gain of 36 holders — while 43 added to existing stakes and 12 trimmed.
The largest buyer was WealthPLAN Partners, opening a new position worth an estimated $26.4M. The largest seller was One Charles Private Wealth Services, exiting entirely with an estimated $11.9M sold.
- 106 institutional investors held Quadratic Interest Rate Volatility and Inflation Hedge ETF (IVOL) as of Q4 2020, up from 72 in Q3 2020.
- Funds reported $406M of Quadratic Interest Rate Volatility and Inflation Hedge ETF stock for Q4 2020, up 87% quarter-over-quarter.
- 45 funds opened new Quadratic Interest Rate Volatility and Inflation Hedge ETF positions in Q4 2020 and 9 closed out, a net change of +36 holders.
- The largest Quadratic Interest Rate Volatility and Inflation Hedge ETF buyer in Q4 2020 was WealthPLAN Partners, an estimated $26.4M added.
- The largest Quadratic Interest Rate Volatility and Inflation Hedge ETF seller in Q4 2020 was One Charles Private Wealth Services, an estimated $11.9M sold.
Based on aggregated 13F filings for Q4 2020.