Quadratic Interest Rate Volatility and Inflation Hedge ETF
IVOL
89 hedge funds and large institutions have $211M invested in Quadratic Interest Rate Volatility and Inflation Hedge ETF in 2025 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 28 increasing their positions, 23 reducing their positions, and 5 closing their positions.
320% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 5
39% more capital invested
Capital invested by funds: $152M → $211M (+$59M)
22% more funds holding
Funds holding: 73 → 89 (+16)
22% more repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 23
4.74% more ownership
Funds ownership: 43.24% → 47.98% (+4.7%)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
74% less call options, than puts
Call options by funds: $322K | Put options by funds: $1.22M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FCM
Fourpath Capital Management
Oklahoma City,
Oklahoma
|
+$14.4M |
| 2 |
OPOWM
One Plus One Wealth Management
Jupiter,
Florida
|
+$11.8M |
| 3 |
Morgan Stanley
New York
|
+$11.1M |
| 4 |
FEG
Financial Enhancement Group
Anderson,
Indiana
|
+$9.27M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$7.68M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FA
Faithward Advisors
Lancaster,
Pennsylvania
|
-$12.8M |
| 2 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
-$7.01M |
| 3 |
AWM
Adams Wealth Management
Logan,
Utah
|
-$973K |
| 4 |
CI
CacheTech Inc
Logan,
Utah
|
-$973K |
| 5 |
HighTower Advisors
Chicago,
Illinois
|
-$695K |
IVOL Hedge Fund Activity: Q3 2025 in Review
89 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Quadratic Interest Rate Volatility and Inflation Hedge ETF (IVOL) for Q3 2025, worth a combined $211M — up 39% from $152M a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new IVOL positions and 5 closed out — a net gain of 16 holders — while 28 added to existing stakes and 23 trimmed.
The largest buyer was Fourpath Capital Management, opening a new position worth an estimated $14.4M. The largest seller was Faithward Advisors, cutting an estimated $12.8M.
- 89 institutional investors held Quadratic Interest Rate Volatility and Inflation Hedge ETF (IVOL) as of Q3 2025, up from 73 in Q2 2025.
- Funds reported $211M of Quadratic Interest Rate Volatility and Inflation Hedge ETF stock for Q3 2025, up 39% quarter-over-quarter.
- 21 funds opened new Quadratic Interest Rate Volatility and Inflation Hedge ETF positions in Q3 2025 and 5 closed out, a net change of +16 holders.
- The largest Quadratic Interest Rate Volatility and Inflation Hedge ETF buyer in Q3 2025 was Fourpath Capital Management, an estimated $14.4M added.
- The largest Quadratic Interest Rate Volatility and Inflation Hedge ETF seller in Q3 2025 was Faithward Advisors, an estimated $12.8M sold.
Based on aggregated 13F filings for Q3 2025.