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Quadratic Interest Rate Volatility and Inflation Hedge ETF

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.

Holders
106
Holders Change
+34
Holders Change %
+47.22%
% of All Funds
1.88%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.12%
New
45
Increased
43
Reduced
12
Closed
9
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
$40.1M 1,433,045 +362,680 +34%
WP
2
WealthPLAN Partners
Nebraska
$27.4M 955,956 +955,956 New
Wells Fargo
3
Wells Fargo
California
$25.8M 922,537 +922,536 +92,253,600%
Truist Financial
4
Truist Financial
North Carolina
$21.2M 756,477 +155,271 +26%
LPL Financial
5
LPL Financial
California
$17.6M 630,749 +616,248 +4,250%
PAG
6
Private Advisor Group
New Jersey
$14.7M 526,711 +499,584 +1,842%
TWM
7
TMD Wealth Management
Arizona
$12.4M 441,557 +441,557 New
IWC
8
Integrated Wealth Concepts
Massachusetts
$11.9M 426,797 +332,306 +352%
VIM
9
VCU Investment Management
Virginia
$11.1M 395,541
BAM
10
Belpointe Asset Management
Nevada
$10.7M 382,327 +99,682 +35%
SW
11
SlateStone Wealth
Florida
$10.6M 378,030 +92,433 +32%
PFA
12
Peak Financial Advisors
Colorado
$9.91M 354,182 +354,182 New
Janney Montgomery Scott
13
Janney Montgomery Scott
Pennsylvania
$8.17M 292,078 -98,452 -25%
SI
14
SimpliFi Inc
California
$7.6M 271,597 +11,500 +4%
FANJ
15
Financial Architects (New Jersey)
New Jersey
$7.55M 269,924 +220,790 +449%
CG
16
Colony Group
Massachusetts
$7.04M 251,707 +175,352 +230%
RJA
17
Raymond James & Associates
Florida
$7M 250,380 +118,218 +89%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$6.69M 239,157 +143,059 +149%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$6.17M 220,398 +3,092 +1%
PHS
20
Pekin Hardy Strauss
Illinois
$6.03M 215,635 +203,735 +1,712%
BCI
21
Brinker Capital Investments
Pennsylvania
$5.96M 213,200 +140,600 +194%
FEG
22
Financial Enhancement Group
Indiana
$5.96M 213,024 -318,354 -60%
Renaissance Technologies
23
Renaissance Technologies
New York
$5.91M 211,300 +211,300 New
AI
24
Atria Investments
North Carolina
$5.77M 206,359 +206,359 New
IIA
25
IPG Investment Advisors
California
$5.45M 194,896 +194,896 New