IVOL icon

Quadratic Interest Rate Volatility and Inflation Hedge ETF

124 hedge funds and large institutions have $407M invested in Quadratic Interest Rate Volatility and Inflation Hedge ETF in 2024 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 45 increasing their positions, 38 reducing their positions, and 11 closing their positions.

Holders
124
Holders Change
+10
Holders Change %
+8.77%
% of All Funds
1.79%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
23
Increased
45
Reduced
38
Closed
11
Calls
$497K
Puts
$2K
Net Calls
+$495K
Net Calls Change
+$438K
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$116M 6,044,305 -21,261 -0.4%
RBA
2
Richard Bernstein Advisors
New York
$66.8M 3,471,303 -38,424 -1%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$16.3M 846,053 +224,965 +36%
RJA
4
Raymond James & Associates
Florida
$16.2M 839,801 -86,525 -9%
SC
5
Schiavi & Co
Delaware
$13.9M 687,488 +4,651 +0.7%
Wealth Enhancement Advisory Services
6
Wealth Enhancement Advisory Services
Minnesota
$13.7M 713,540 +713,540 New
FA
7
Faithward Advisors
Pennsylvania
$12.8M 664,067 -3,855 -0.6%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$11.9M 616,956 -62,165 -9%
Morgan Stanley
9
Morgan Stanley
New York
$11.9M 615,740 +70,093 +13%
FCM
10
Fourpath Capital Management
Oklahoma
$9.71M 504,179 +504,179 New
LPL Financial
11
LPL Financial
California
$9.49M 492,960 +307,727 +166%
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$7.78M 404,326 -94,893 -19%
HighTower Advisors
13
HighTower Advisors
Illinois
$7.67M 398,292 +278,193 +232%
FEG
14
Financial Enhancement Group
Indiana
$5.91M 253,623 +253,623 New
Wells Fargo
15
Wells Fargo
California
$5.4M 280,658 +65,860 +31%
DADC
16
D.A. Davidson & Co
Montana
$5.37M 278,789 +278,789 New
SPWM
17
Straight Path Wealth Management
Michigan
$5.05M 262,395 +22,941 +10%
B
18
Bellecapital
Switzerland
$4.9M 254,359 -17,548 -6%
PHS
19
Pekin Hardy Strauss
Illinois
$4.6M 239,176 -8,508 -3%
EPW
20
Evergreen Private Wealth
Colorado
$2.92M 151,489 +2,726 +2%
LWM
21
Laidlaw Wealth Management
New York
$2.91M 151,071 +6,548 +5%
OWM
22
Opes Wealth Management
California
$2.85M 148,139 +4,203 +3%
CPIG
23
Chicago Partners Investment Group
Illinois
$2.5M 133,914 +26,501 +25%
Citadel Advisors
24
Citadel Advisors
Florida
$2.44M 126,541 +109,720 +652%
Osaic Holdings
25
Osaic Holdings
Arizona
$2.34M 121,628 +67,403 +124%