Quadratic Interest Rate Volatility and Inflation Hedge ETF
IVOL
115 hedge funds and large institutions have $393M 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, 32 increasing their positions, 50 reducing their positions, and 15 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
5% less funds holding
Funds holding: 121 → 115 (-6)
7.1% less ownership
Funds ownership: 67.38% → 60.28% (-7.1%)
20% less first-time investments, than exits
New positions opened: 12 | Existing positions closed: 15
26% less capital invested
Capital invested by funds: $532M → $393M (-$139M)
36% less repeat investments, than reductions
Existing positions increased: 32 | Existing positions reduced: 50
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
+$5.29M |
| 2 |
WA
WESPAC Advisors
Orinda,
California
|
+$1.72M |
| 3 |
HighTower Advisors
Chicago,
Illinois
|
+$1.67M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.41M |
| 5 |
TIM
Thor Investment Management
Cincinnati,
Ohio
|
+$948K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$100M |
| 2 |
FEG
Financial Enhancement Group
Anderson,
Indiana
|
-$7.94M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$7.9M |
| 4 |
RBA
Richard Bernstein Advisors
New York
|
-$2.59M |
| 5 |
Morgan Stanley
New York
|
-$2.01M |
IVOL Hedge Fund Activity: Q2 2024 in Review
115 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Quadratic Interest Rate Volatility and Inflation Hedge ETF (IVOL) for Q2 2024, worth a combined $393M — down 26% from $532M a quarter earlier.
Sellers outnumbered buyers: 15 funds closed out of IVOL and 12 opened new positions — a net loss of 3 holders — while 50 trimmed existing stakes and 32 added.
The largest buyer was CAPTRUST Financial Advisors, adding an estimated $5.29M. The largest seller was JP Morgan Chase, cutting an estimated $100M.
- 115 institutional investors held Quadratic Interest Rate Volatility and Inflation Hedge ETF (IVOL) as of Q2 2024, down from 121 in Q1 2024.
- Funds reported $393M of Quadratic Interest Rate Volatility and Inflation Hedge ETF stock for Q2 2024, down 26% quarter-over-quarter.
- 12 funds opened new Quadratic Interest Rate Volatility and Inflation Hedge ETF positions in Q2 2024 and 15 closed out, a net change of -3 holders.
- The largest Quadratic Interest Rate Volatility and Inflation Hedge ETF buyer in Q2 2024 was CAPTRUST Financial Advisors, an estimated $5.29M added.
- The largest Quadratic Interest Rate Volatility and Inflation Hedge ETF seller in Q2 2024 was JP Morgan Chase, an estimated $100M sold.
Based on aggregated 13F filings for Q2 2024.