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Quadratic Interest Rate Volatility and Inflation Hedge ETF

114 hedge funds and large institutions have $367M invested in Quadratic Interest Rate Volatility and Inflation Hedge ETF in 2024 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 31 increasing their positions, 50 reducing their positions, and 15 closing their positions.

Holders
114
Holders Change
-6
Holders Change %
-5%
% of All Funds
1.66%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
12
Increased
31
Reduced
50
Closed
15
Calls
$57K
Puts
Net Calls
+$57K
Net Calls Change
+$206K
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$112M 6,065,566 -425,909 -7%
RBA
2
Richard Bernstein Advisors
New York
$65M 3,509,727 -139,942 -4%
RJA
3
Raymond James & Associates
Florida
$17.1M 926,326 -13,114 -1%
SC
4
Schiavi & Co
Delaware
$12.6M 682,837 -30,263 -4%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$12.6M 679,121 -11,322 -2%
FA
6
Faithward Advisors
Pennsylvania
$12.4M 667,922 +11,400 +2%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$11.5M 621,088 -93,557 -13%
BFG
8
Bleakley Financial Group
New Jersey
$10.3M 553,931 +34,142 +7%
SW
9
Simplicity Wealth
New Jersey
$10.3M 553,931 +34,142 +7%
Morgan Stanley
10
Morgan Stanley
New York
$10.1M 545,647 -108,502 -17%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$9.24M 499,219 -31,195 -6%
Jane Street
12
Jane Street
New York
$7.72M 416,803 -104,161 -20%
CAPTRUST Financial Advisors
13
CAPTRUST Financial Advisors
North Carolina
$7.62M 411,705 +285,476 +226%
B
14
Bellecapital
Switzerland
$5.03M 271,907 -7,504 -3%
PHS
15
Pekin Hardy Strauss
Illinois
$4.58M 247,684 -34,355 -12%
SPWM
16
Straight Path Wealth Management
Michigan
$4.43M 239,454 +29,876 +14%
Wells Fargo
17
Wells Fargo
California
$3.98M 214,798 -29,797 -12%
LPL Financial
18
LPL Financial
California
$3.43M 185,233 -59,442 -24%
EPW
19
Evergreen Private Wealth
Colorado
$2.75M 148,763 -397 -0.3%
LWM
20
Laidlaw Wealth Management
New York
$2.68M 144,523 +24,613 +21%
OWM
21
Opes Wealth Management
California
$2.66M 143,936 +10,031 +7%
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$2.54M 137,484 +76,118 +124%
HighTower Advisors
23
HighTower Advisors
Illinois
$2.23M 120,099 +90,069 +300%
CPIG
24
Chicago Partners Investment Group
Illinois
$2.03M 107,413 +4 +0%
EFMC
25
Empire Financial Management Company
New York
$1.92M 103,667 -13,131 -11%