Quadratic Interest Rate Volatility and Inflation Hedge ETF
IVOL
141 hedge funds and large institutions have $611M invested in Quadratic Interest Rate Volatility and Inflation Hedge ETF in 2023 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 25 increasing their positions, 65 reducing their positions, and 20 closing their positions.
25% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 20
6% more capital invested
Capital invested by funds: $575M → $611M (+$36.7M)
4.15% more ownership
Funds ownership: 60.1% → 64.25% (+4.2%)
2% more funds holding
Funds holding: 138 → 141 (+3)
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
9% less call options, than puts
Call options by funds: $122K | Put options by funds: $134K
62% less repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 65
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$91.2M |
| 2 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$15.3M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$5.24M |
| 4 |
CF
Centaurus Financial
Anaheim,
California
|
+$2.09M |
| 5 |
FA
Faithward Advisors
Lancaster,
Pennsylvania
|
+$1.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FDCDDQ
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
-$13.1M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$11.5M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$9.97M |
| 4 |
CWG
Cornerstone Wealth Group
Huntersville,
North Carolina
|
-$8.91M |
| 5 |
Morgan Stanley
New York
|
-$7.93M |
IVOL Hedge Fund Activity: Q4 2023 in Review
141 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in Quadratic Interest Rate Volatility and Inflation Hedge ETF (IVOL) for Q4 2023, worth a combined $611M — up 6.4% from $575M a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new IVOL positions and 20 closed out — a net gain of 5 holders — while 25 added to existing stakes and 65 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $91.2M. The largest seller was Federation des caisses Desjardins du Quebec, cutting an estimated $13.1M.
- 141 institutional investors held Quadratic Interest Rate Volatility and Inflation Hedge ETF (IVOL) as of Q4 2023, up from 138 in Q3 2023.
- Funds reported $611M of Quadratic Interest Rate Volatility and Inflation Hedge ETF stock for Q4 2023, up 6.4% quarter-over-quarter.
- 25 funds opened new Quadratic Interest Rate Volatility and Inflation Hedge ETF positions in Q4 2023 and 20 closed out, a net change of +5 holders.
- The largest Quadratic Interest Rate Volatility and Inflation Hedge ETF buyer in Q4 2023 was JP Morgan Chase, an estimated $91.2M added.
- The largest Quadratic Interest Rate Volatility and Inflation Hedge ETF seller in Q4 2023 was Federation des caisses Desjardins du Quebec, an estimated $13.1M sold.
Based on aggregated 13F filings for Q4 2023.