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Quadratic Interest Rate Volatility and Inflation Hedge ETF
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Overview Fund Activity

87 hedge funds and large institutions have $298M 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, 34 reducing their positions, and 25 closing their positions.

Holders
87
Holders Change
-15
Holders Change %
-14.71%
% of All Funds
1.18%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
13
Increased
24
Reduced
34
Closed
25
Calls
$157K
Puts
$387K
Net Calls
-$230K
Net Calls Change
-$499K

Top Buyers

1
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$14.2M
2
RBA
2
Richard Bernstein Advisors
New York
$60.9M
3
Bank of America
3
Bank of America
North Carolina
$106M
4
RIA
4
Regal Investment Advisors
Michigan
$5.1M
5
SC
5
Scotia Capital
Ontario, Canada
$3.23M

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
SPWM
2
Straight Path Wealth Management
Michigan
$279K
3
Citadel Advisors
3
Citadel Advisors
Florida
$805K
4
LWM
4
Laidlaw Wealth Management
New York
$0
5
USCWA
5
U.S. Capital Wealth Advisors
Texas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$106M 5,681,815 +317,214 +6%
RBA
2
Richard Bernstein Advisors
New York
$60.9M 3,260,649 +339,192 +12%
Raymond James Financial
3
Raymond James Financial
Florida
$14.8M 794,387 -1,472 -0.2%
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$14.2M 759,558 +759,558 New
FA
5
Faithward Advisors
Pennsylvania
$12.6M 674,185 -3,739 -0.6%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$10M 536,783 +138,382 +35%
CI
7
CacheTech Inc
Utah
$9.43M 504,723 -36,271 -7%
AWM
8
Adams Wealth Management
Utah
$9.43M 504,723 -36,271 -7%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$7.69M 411,551 -53,830 -12%
RIA
10
Regal Investment Advisors
Michigan
$5.1M 273,140 +180,009 +193%
HighTower Advisors
11
HighTower Advisors
Illinois
$4.88M 261,324 -27,995 -10%
SC
12
Scotia Capital
Ontario, Canada
$3.23M 173,130 +173,130 New
PHS
13
Pekin Hardy Strauss
Illinois
$3.19M 170,967 +13,135 +8%
OWM
14
Opes Wealth Management
California
$3.18M 169,990 +16,082 +10%
Wells Fargo
15
Wells Fargo
California
$3.17M 169,755 -39,507 -19%
Morgan Stanley
16
Morgan Stanley
New York
$3.02M 161,746 -68,071 -30%
LPL Financial
17
LPL Financial
California
$2.59M 138,448 -3,187 -2%
Osaic Holdings
18
Osaic Holdings
Arizona
$2.45M 131,019 +99,924 +321%
CPIG
19
Chicago Partners Investment Group
Illinois
$1.93M 97,621 -37,169 -28%
Stifel Financial
20
Stifel Financial
Missouri
$1.52M 81,494 -904 -1%
BFG
21
Bleakley Financial Group
New Jersey
$1.48M 79,217 +19,331 +32%
IA
22
IFP Advisors
Florida
$1.32M 70,455 -12,951 -16%
TCA
23
Transcend Capital Advisors
New Jersey
$1.1M 59,060 +12 +0%
US Bancorp
24
US Bancorp
Minnesota
$919K 49,183 -4,803 -9%
OPOWM
25
One Plus One Wealth Management
Florida
$832K 44,523 +14,985 +51%
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