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Quadratic Interest Rate Volatility and Inflation Hedge ETF
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Overview Fund Activity

70 hedge funds and large institutions have $107M 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, 21 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
70
Holders Change
-17
Holders Change %
-19.54%
% of All Funds
0.94%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
13
Increased
23
Reduced
21
Closed
28
Calls
$497K
Puts
$505K
Net Calls
-$8K
Net Calls Change
+$222K

Top Buyers

1
Wells Fargo
Wells Fargo
California
$8M
2
Morgan Stanley
Morgan Stanley
New York
$6.96M
3
BIG
Brookwood Investment Group
Arizona
$3.07M
4
FGA
Fortis Group Advisors
New Jersey
$1.98M
5
BFG
Bleakley Financial Group
New Jersey
$2.48M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$9.55K
2
RBA
Richard Bernstein Advisors
New York
$7.95K
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$0
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$4.76M
5
SC
Scotia Capital
Ontario, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Raymond James Financial
1
Raymond James Financial
Florida
$15.3M -$253K -12,950 -2%
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$14.5M -$207K -10,704 -1%
FA
3
Faithward Advisors
Pennsylvania
$13.5M +$298K +15,220 +2%
Wells Fargo
4
Wells Fargo
California
$8M +$4.68M +239,496 +141%
Morgan Stanley
5
Morgan Stanley
New York
$6.96M +$3.79M +193,942 +120%
RIA
6
Regal Investment Advisors
Michigan
$5.43M +$88.5K +4,522 +2%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$4.76M -$3.28M -167,813 -41%
BPWM
8
BCS Private Wealth Management
New Jersey
$3.58M +$3.58M +183,062 New
PHS
9
Pekin Hardy Strauss
Illinois
$3.58M +$233K +11,890 +7%
OWM
10
Opes Wealth Management
California
$3.15M -$171K -8,765 -5%
BIG
11
Brookwood Investment Group
Arizona
$3.07M +$3.07M +157,186 New
HighTower Advisors
12
HighTower Advisors
Illinois
$2.75M -$2.36M -120,850 -46%
LPL Financial
13
LPL Financial
California
$2.58M -$128K -6,524 -5%
BFG
14
Bleakley Financial Group
New Jersey
$2.48M +$929K +47,516 +60%
FGA
15
Fortis Group Advisors
New Jersey
$1.98M +$1.38M +71,995 +230%
CPIG
16
Chicago Partners Investment Group
Illinois
$1.91M +$59 +3 +0%
US Bancorp
17
US Bancorp
Minnesota
$1.19M +$229K +11,729 +24%
Citadel Advisors
18
Citadel Advisors
Florida
$1.02M +$178K +9,100 +21%
OPOWM
19
One Plus One Wealth Management
Florida
$902K +$31.3K +1,600 +4%
BCA
20
Bay Colony Advisors
Massachusetts
$861K +$567 +29 +0.1%
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$847K +$847K +43,297 New
CAPTRUST Financial Advisors
22
CAPTRUST Financial Advisors
North Carolina
$843K -$7.08K -362 -0.8%
OMC
23
Old Mission Capital
Illinois
$689K +$689K +35,218 New
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$633K +$141K +7,213 +29%
MAA
25
Mraz Amerine & Associates
California
$606K -$55.3K -2,825 -8%
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