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Quadratic Interest Rate Volatility and Inflation Hedge ETF

78 hedge funds and large institutions have $287M invested in Quadratic Interest Rate Volatility and Inflation Hedge ETF in 2026 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 30 increasing their positions, 26 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 26

6.41% more ownership

Funds ownership: 53.24%59.66% (+6.4%)

3% more capital invested

Capital invested by funds: $279M → $287M (+$7.4M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

12% less call options, than puts

Call options by funds: $189K | Put options by funds: $215K

14% less funds holding

Funds holding: 9178 (-13)

53% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 19

Holders
78
Holders Change
-13
Holders Change %
-14.29%
% of All Funds
0.96%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
9
Increased
30
Reduced
26
Closed
19
Calls
$189K
Puts
$215K
Net Calls
-$26K
Net Calls Change
-$26K
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$108M +$10.6M +559,650 +11%
TIM
2
Thor Investment Management
Ohio
$22.9M -$1.27M -67,223 -5%
OPOWM
3
One Plus One Wealth Management
Florida
$16.2M +$7.07M +374,136 +76%
Raymond James Financial
4
Raymond James Financial
Florida
$16M +$478K +25,325 +3%
Morgan Stanley
5
Morgan Stanley
New York
$15M +$5.53M +292,832 +57%
FEG
6
Financial Enhancement Group
Indiana
$12.6M +$3.55M +187,753 +38%
Wells Fargo
7
Wells Fargo
California
$9.02M -$3.38M -178,671 -27%
CI
8
CacheTech Inc
Utah
$8.82M +$544K +28,813 +7%
AWM
9
Adams Wealth Management
Utah
$8.3M +$453K +23,998 +6%
PI
10
Parkside Investments
Illinois
$7.56M +$282K +14,940 +4%
Wealth Enhancement Advisory Services
11
Wealth Enhancement Advisory Services
Minnesota
$5.92M -$1.47M -77,862 -20%
HH
12
Hilltop Holdings
Texas
$5.79M +$5.6M +296,275 +2,211%
RIA
13
Regal Investment Advisors
Michigan
$4.62M +$119K +6,321 +3%
BFG
14
Bleakley Financial Group
New Jersey
$4.53M +$757K +40,065 +20%
BIG
15
Brookwood Investment Group
Arizona
$4.19M +$4.23M +224,118 New
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$3.7M -$206K -10,914 -5%
PHS
17
Pekin Hardy Strauss
Illinois
$3.6M -$214K -11,305 -6%
BPWM
18
BCS Private Wealth Management
New Jersey
$3.4M -$42.1K -2,230 -1%
OWM
19
Opes Wealth Management
California
$3.17M +$1.44K +76 +0%
PFM
20
Professional Financial Management
Wisconsin
$3.16M +$229K +12,124 +8%
BA
21
Ballew Advisors
Mississippi
$2.73M +$89.8K +4,753 +3%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$2.11M +$1.54M +81,258 +258%
ACM
23
Avos Capital Management
Washington
$1.74M +$256K +13,550 +17%
HighTower Advisors
24
HighTower Advisors
Illinois
$1.5M +$166K +8,800 +12%
CPIG
25
Chicago Partners Investment Group
Illinois
$1.33M