Quadratic Interest Rate Volatility and Inflation Hedge ETF
IVOL
89 hedge funds and large institutions have $322M invested in Quadratic Interest Rate Volatility and Inflation Hedge ETF in 2025 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 24 increasing their positions, 36 reducing their positions, and 25 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
1.46% more ownership
Funds ownership: 67.29% → 68.75% (+1.5%)
5% more capital invested
Capital invested by funds: $307M → $322M (+$15M)
14% less funds holding
Funds holding: 103 → 89 (-14)
33% less repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 36
48% less first-time investments, than exits
New positions opened: 13 | Existing positions closed: 25
59% less call options, than puts
Call options by funds: $157K | Put options by funds: $387K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$13.7M |
| 2 |
RBA
Richard Bernstein Advisors
New York
|
+$6.11M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$5.71M |
| 4 |
RIA
Regal Investment Advisors
Kentwood,
Michigan
|
+$3.24M |
| 5 |
SC
Scotia Capital
Toronto,
Ontario, Canada
|
+$3.12M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$10.6M |
| 2 |
SPWM
Straight Path Wealth Management
Jenison,
Michigan
|
-$4.72M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$3.42M |
| 4 |
LWM
Laidlaw Wealth Management
New York City,
New York
|
-$2.47M |
| 5 |
USCWA
U.S. Capital Wealth Advisors
Austin,
Texas
|
-$2.33M |
IVOL Hedge Fund Activity: Q1 2025 in Review
89 of the 7,472 institutional investors tracked by Wall St. Rank reported a position in Quadratic Interest Rate Volatility and Inflation Hedge ETF (IVOL) for Q1 2025, worth a combined $322M — up 4.9% from $307M a quarter earlier.
Sellers outnumbered buyers: 25 funds closed out of IVOL and 13 opened new positions — a net loss of 12 holders — while 36 trimmed existing stakes and 24 added.
The largest buyer was Wealth Enhancement Advisory Services, opening a new position worth an estimated $13.7M. The largest seller was Jane Street, exiting entirely with an estimated $10.6M sold.
- 89 institutional investors held Quadratic Interest Rate Volatility and Inflation Hedge ETF (IVOL) as of Q1 2025, down from 103 in Q4 2024.
- Funds reported $322M of Quadratic Interest Rate Volatility and Inflation Hedge ETF stock for Q1 2025, up 4.9% quarter-over-quarter.
- 13 funds opened new Quadratic Interest Rate Volatility and Inflation Hedge ETF positions in Q1 2025 and 25 closed out, a net change of -12 holders.
- The largest Quadratic Interest Rate Volatility and Inflation Hedge ETF buyer in Q1 2025 was Wealth Enhancement Advisory Services, an estimated $13.7M added.
- The largest Quadratic Interest Rate Volatility and Inflation Hedge ETF seller in Q1 2025 was Jane Street, an estimated $10.6M sold.
Based on aggregated 13F filings for Q1 2025.