Quadratic Interest Rate Volatility and Inflation Hedge ETF
IVOL
73 hedge funds and large institutions have $152M invested in Quadratic Interest Rate Volatility and Inflation Hedge ETF in 2025 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 23 increasing their positions, 24 reducing their positions, and 29 closing their positions.
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
2% less call options, than puts
Call options by funds: $497K | Put options by funds: $505K
4% less repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 24
18% less funds holding
Funds holding: 89 → 73 (-16)
25.52% less ownership
Funds ownership: 68.76% → 43.24% (-26%)
53% less capital invested
Capital invested by funds: $322M → $152M (-$170M)
55% less first-time investments, than exits
New positions opened: 13 | Existing positions closed: 29
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$4.65M |
| 2 |
Morgan Stanley
New York
|
+$3.76M |
| 3 |
BIG
Brookwood Investment Group
Phoenix,
Arizona
|
+$3.05M |
| 4 |
FGA
Fortis Group Advisors
Westwood,
New Jersey
|
+$1.4M |
| 5 |
BFG
Bleakley Financial Group
Fairfield,
New Jersey
|
+$922K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$110M |
| 2 |
RBA
Richard Bernstein Advisors
New York
|
-$63.2M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$10M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$3.25M |
| 5 |
SC
Scotia Capital
Toronto,
Ontario, Canada
|
-$3.23M |
IVOL Hedge Fund Activity: Q2 2025 in Review
73 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Quadratic Interest Rate Volatility and Inflation Hedge ETF (IVOL) for Q2 2025, worth a combined $152M — down 53% from $322M a quarter earlier.
Sellers outnumbered buyers: 29 funds closed out of IVOL and 13 opened new positions — a net loss of 16 holders — while 24 trimmed existing stakes and 23 added.
The largest buyer was Wells Fargo, adding an estimated $4.65M. The largest seller was Bank of America, cutting an estimated $110M.
- 73 institutional investors held Quadratic Interest Rate Volatility and Inflation Hedge ETF (IVOL) as of Q2 2025, down from 89 in Q1 2025.
- Funds reported $152M of Quadratic Interest Rate Volatility and Inflation Hedge ETF stock for Q2 2025, down 53% quarter-over-quarter.
- 13 funds opened new Quadratic Interest Rate Volatility and Inflation Hedge ETF positions in Q2 2025 and 29 closed out, a net change of -16 holders.
- The largest Quadratic Interest Rate Volatility and Inflation Hedge ETF buyer in Q2 2025 was Wells Fargo, an estimated $4.65M added.
- The largest Quadratic Interest Rate Volatility and Inflation Hedge ETF seller in Q2 2025 was Bank of America, an estimated $110M sold.
Based on aggregated 13F filings for Q2 2025.