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Quadratic Interest Rate Volatility and Inflation Hedge ETF
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Overview Fund Activity

120 hedge funds and large institutions have $506M invested in Quadratic Interest Rate Volatility and Inflation Hedge ETF in 2024 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 36 increasing their positions, 51 reducing their positions, and 27 closing their positions.

Holders
120
Holders Change
-20
Holders Change %
-14.29%
% of All Funds
1.74%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
9
Increased
36
Reduced
51
Closed
27
Calls
$6K
Puts
$155K
Net Calls
-$149K
Net Calls Change
-$137K

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$103M
2
SW
2
Simplicity Wealth
New Jersey
$9.84M
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$10M
4
FEG
4
Financial Enhancement Group
Indiana
$7.94M
5
Jane Street
5
Jane Street
New York
$9.86M

Top Sellers

1
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$0
2
Bank of America
2
Bank of America
North Carolina
$123M
3
TB
3
Terril Brothers
Missouri
$0
4
Morgan Stanley
4
Morgan Stanley
New York
$12.4M
5
GFP
5
Guardian Financial Partners
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$123M 6,491,475 -522,460 -7%
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$103M 5,420,986 +1,009,912 +23%
RBA
3
Richard Bernstein Advisors
New York
$69.1M 3,649,669 -306,855 -8%
RJA
4
Raymond James & Associates
Florida
$17.8M 939,440 +33,963 +4%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$13.5M 714,645 -327,278 -31%
SC
6
Schiavi & Co
Delaware
$13.5M 713,100 -7,330 -1%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$13.1M 690,443 -36,773 -5%
FA
8
Faithward Advisors
Pennsylvania
$12.4M 656,522 +3,573 +0.5%
Morgan Stanley
9
Morgan Stanley
New York
$12.4M 654,149 -399,745 -38%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$10M 530,414 +445,738 +526%
Jane Street
11
Jane Street
New York
$9.86M 520,964 +303,068 +139%
BFG
12
Bleakley Financial Group
New Jersey
$9.84M 519,789 -13,321 -2%
SW
13
Simplicity Wealth
New Jersey
$9.84M 519,789 +519,789 New
CAN
14
Cetera Advisor Networks
California
$8.59M 453,713 -17,986 -4%
FEG
15
Financial Enhancement Group
Indiana
$7.94M 426,923 +426,923 New
PHS
16
Pekin Hardy Strauss
Illinois
$5.34M 282,039 -24,174 -8%
B
17
Bellecapital
Switzerland
$5.29M 279,411 +23,596 +9%
LPL Financial
18
LPL Financial
California
$4.63M 244,675 -56,381 -19%
Wells Fargo
19
Wells Fargo
California
$4.63M 244,595 -20,491 -8%
SPWM
20
Straight Path Wealth Management
Michigan
$3.97M 209,578 +17,930 +9%
EPW
21
Evergreen Private Wealth
Colorado
$2.82M 149,160 +32,393 +28%
OWM
22
Opes Wealth Management
California
$2.53M 133,905 +12,767 +11%
CAPTRUST Financial Advisors
23
CAPTRUST Financial Advisors
North Carolina
$2.39M 126,229 -8,681 -6%
LWM
24
Laidlaw Wealth Management
New York
$2.27M 119,910 +18,040 +18%
EFMC
25
Empire Financial Management Company
New York
$2.21M 116,798 -28,046 -19%
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