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Quadratic Interest Rate Volatility and Inflation Hedge ETF
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Overview Fund Activity

222 hedge funds and large institutions have $1.45B invested in Quadratic Interest Rate Volatility and Inflation Hedge ETF in 2021 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 70 increasing their positions, 96 reducing their positions, and 54 closing their positions.

Holders
222
Holders Change
-22
Holders Change %
-9.02%
% of All Funds
3.43%
Holding in Top 10
20
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-20%
% of All Funds
0.31%
New
39
Increased
70
Reduced
96
Closed
54
Calls
$433K
Puts
$12K
Net Calls
+$421K
Net Calls Change
-$1.55M

Top Buyers

1
GFP
1
Guardian Financial Partners
California
$16.3M
2
RJA
2
Raymond James & Associates
Florida
$28.1M
3
FDCDDQ
3
Federation des caisses Desjardins du Quebec
Quebec, Canada
$33.9M
4
NWM
4
Northcape Wealth Management
New York
$10.2M
5
LIM
5
Leavell Investment Management
Alabama
$7.84M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$291K
2
RBA
2
Richard Bernstein Advisors
New York
$2K
3
Morgan Stanley
3
Morgan Stanley
New York
$91.4M
4
Wells Fargo
4
Wells Fargo
California
$95.9M
5
Fifth Third Bancorp
5
Fifth Third Bancorp
Ohio
$46.3M
Name Market Value Shares Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$95.9M 3,571,993 -1,496,905 -30%
Morgan Stanley
2
Morgan Stanley
New York
$91.4M 3,404,324 -3,130,798 -48%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$88.6M 3,298,474 -695,485 -17%
US Bancorp
4
US Bancorp
Minnesota
$78.9M 2,936,856 -551,978 -16%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$57.5M 2,140,680 -221,475 -9%
Fifth Third Bancorp
6
Fifth Third Bancorp
Ohio
$46.3M 1,725,845 -1,382,555 -44%
LPL Financial
7
LPL Financial
California
$37.6M 1,399,201 -535,052 -28%
WP
8
WealthPLAN Partners
Nebraska
$35.1M 1,329,500 +43,668 +3%
AIM
9
Astor Investment Management
Illinois
$34.5M 1,284,138 -4,775 -0.4%
FDCDDQ
10
Federation des caisses Desjardins du Quebec
Quebec, Canada
$33.9M 1,261,843 +424,781 +51%
Osaic Holdings
11
Osaic Holdings
Arizona
$31.7M 1,178,659 -10,487 -0.9%
FA
12
Faithward Advisors
Pennsylvania
$28.2M 1,051,663 -186,738 -15%
RJA
13
Raymond James & Associates
Florida
$28.1M 1,047,144 +478,935 +84%
PAG
14
Private Advisor Group
New Jersey
$27.3M 1,015,294 -342,573 -25%
AWM
15
AE Wealth Management
Kansas
$25.7M 958,511 +133,431 +16%
TWM
16
TMD Wealth Management
Arizona
$25.5M 951,314 +126,998 +15%
FWM
17
Frontier Wealth Management
Missouri
$24.7M 921,203 +54,344 +6%
BAM
18
Belpointe Asset Management
Nevada
$22.9M 854,305 -35,083 -4%
HCM
19
Hengehold Capital Management
Ohio
$22.6M 842,861 -26,569 -3%
TB
20
Terril Brothers
Missouri
$22.5M 837,300 +105,520 +14%
LPWM
21
Lake Point Wealth Management
Texas
$21.6M 804,217 -313,839 -28%
JCM
22
Janney Capital Management
Pennsylvania
$20.9M 778,118 -32,020 -4%
SWA
23
SFMG Wealth Advisors
Texas
$19.9M 739,960 +109,424 +17%
STA
24
Summit Trail Advisors
New York
$19.6M 729,782 -89,611 -11%
BPWM
25
Badgley Phelps Wealth Managers
Washington
$18.5M 690,557 -186,700 -21%
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