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Quadratic Interest Rate Volatility and Inflation Hedge ETF

91 hedge funds and large institutions have $279M invested in Quadratic Interest Rate Volatility and Inflation Hedge ETF in 2025 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 21 increasing their positions, 41 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more capital invested

Capital invested by funds: $211M → $279M (+$68.3M)

31% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 13

5.26% more ownership

Funds ownership: 47.98%53.24% (+5.3%)

2% more funds holding

Funds holding: 8991 (+2)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

49% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 41

Holders
91
Holders Change
+2
Holders Change %
+2.25%
% of All Funds
1.11%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
17
Increased
21
Reduced
41
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$99.9M +$101M +5,216,227 New
TIM
2
Thor Investment Management
Ohio
$24.8M +$134K +6,930 +0.5%
Raymond James Financial
3
Raymond James Financial
Florida
$15.9M -$273K -14,135 -2%
Wells Fargo
4
Wells Fargo
California
$12.7M -$2.71M -140,394 -18%
FCM
5
Fourpath Capital Management
Oklahoma
$10.9M -$3.25M -168,322 -23%
Morgan Stanley
6
Morgan Stanley
New York
$9.79M -$7.98M -413,560 -45%
OPOWM
7
One Plus One Wealth Management
Florida
$9.39M -$3.07M -159,144 -25%
FEG
8
Financial Enhancement Group
Indiana
$9.24M +$297K +15,360 +3%
CI
9
CacheTech Inc
Utah
$8.48M +$430K +22,291 +5%
AWM
10
Adams Wealth Management
Utah
$8.04M -$16.3K -842 -0.2%
Wealth Enhancement Advisory Services
11
Wealth Enhancement Advisory Services
Minnesota
$7.59M +$111K +5,767 +1%
PI
12
Parkside Investments
Illinois
$7.46M +$192K +9,940 +3%
RIA
13
Regal Investment Advisors
Michigan
$4.61M -$336K -17,424 -7%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$4M -$638K -33,048 -14%
PHS
15
Pekin Hardy Strauss
Illinois
$3.9M -$26K -1,345 -0.7%
BFG
16
Bleakley Financial Group
New Jersey
$3.87M +$770K +39,903 +25%
BPWM
17
BCS Private Wealth Management
New Jersey
$3.53M -$16.9K -875 -0.5%
OWM
18
Opes Wealth Management
California
$3.25M +$87.8K +4,547 +3%
PFM
19
Professional Financial Management
Wisconsin
$3M +$3.02M +156,520 New
BA
20
Ballew Advisors
Mississippi
$2.71M +$2.75M +142,679 New
LPL Financial
21
LPL Financial
California
$2.37M -$110K -5,679 -4%
Osaic Holdings
22
Osaic Holdings
Arizona
$2.18M +$304K +15,766 +16%
DAM
23
DLD Asset Management
New York
$1.78M +$560K +29,000 +45%
Jane Street
24
Jane Street
New York
$1.53M +$1.54M +80,001 New
ACM
25
Avos Capital Management
Washington
$1.52M +$17.6K +914 +1%

IVOL Hedge Fund Activity: Q4 2025 in Review

91 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Quadratic Interest Rate Volatility and Inflation Hedge ETF (IVOL) for Q4 2025, worth a combined $279M — up 32% from $211M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new IVOL positions and 13 closed out — a net gain of 4 holders — while 21 added to existing stakes and 41 trimmed.

The largest buyer was JP Morgan Chase, opening a new position worth an estimated $101M. The largest seller was Morgan Stanley, cutting an estimated $7.98M.

  • 91 institutional investors held Quadratic Interest Rate Volatility and Inflation Hedge ETF (IVOL) as of Q4 2025, up from 89 in Q3 2025.
  • Funds reported $279M of Quadratic Interest Rate Volatility and Inflation Hedge ETF stock for Q4 2025, up 32% quarter-over-quarter.
  • 17 funds opened new Quadratic Interest Rate Volatility and Inflation Hedge ETF positions in Q4 2025 and 13 closed out, a net change of +4 holders.
  • The largest Quadratic Interest Rate Volatility and Inflation Hedge ETF buyer in Q4 2025 was JP Morgan Chase, an estimated $101M added.
  • The largest Quadratic Interest Rate Volatility and Inflation Hedge ETF seller in Q4 2025 was Morgan Stanley, an estimated $7.98M sold.

Based on aggregated 13F filings for Q4 2025.