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Quadratic Interest Rate Volatility and Inflation Hedge ETF (IVOL) Institutional Ownership

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$18.40
+0.07 (+0.38%)
(As of 05/31/2024 ET)
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Institutional Ownership Changes (13F Filings) for Quadratic Interest Rate Volatility and Inflation Hedge ETF (NYSEARCA:IVOL)

Number of
Institutional Buyers
(last 12 months)
10
Total
Institutional Inflows
(last 12 months)
$2.90M
Number of
Institutional Sellers
(last 12 months)
11
Total
Institutional Outflows
(last 12 months)
$7.14M
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IVOL Institutional Buying and Selling by Quarter

Quadratic Interest Rate Volatility and Inflation Hedge ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/3/2024 Patron Partners LLC16,181$306K0.2%-7.7%0.046%
5/1/2024 Janney Montgomery Scott LLC28,832$546K0.0%-28.3%0.081%
4/26/2024 SlateStone Wealth LLC10,363$196K0.0%-8.3%0.029%
4/9/2024 Lowe Wealth Advisors LLC8,200$155K0.1%-61.6%0.023%
3/5/2024 Fisher Asset Management LLC13,348$276K0.0%+16.1%0.038%
2/13/2024 Poehling Capital Management INC.14,319$296K0.1%-79.4%0.041%
2/8/2024 Janney Montgomery Scott LLC40,216$832K0.0%-58.5%0.114%
2/6/2024 Natixis Advisors L.P.37,425$773K0.0%-3.2%0.106%
2/6/2024 Fisher Asset Management LLC13,348$276K0.0%+16.1%0.038%
2/5/2024 Cary Street Partners Asset Management LLC56,180$1.16M0.2%+12.3%0.159%
2/5/2024 Transcend Capital Advisors LLC67,593$1.40M0.1%-7.9%0.191%
1/24/2024 Private Trust Co. NA1,500$31K0.0%N/A0.004%
11/13/2023 Natixis Advisors L.P.38,662$795K0.0%+28.5%0.110%
11/8/2023 Janney Montgomery Scott LLC96,797$1.99M0.0%+52.3%0.274%
11/7/2023 Patron Partners LLC17,541$361K0.3%N/A0.050%
10/24/2023 Bank of New York Mellon Corp43,679$898K0.0%N/A0.124%
10/17/2023 Newbridge Financial Services Group Inc.3,199$66K0.0%-39.5%0.009%
10/12/2023 SlateStone Wealth LLC11,297$232K0.0%-10.7%0.032%
8/15/2023 Poehling Capital Management INC.69,727$1.44M0.5%+1.7%0.198%
8/7/2023 SlateStone Wealth LLC12,654$260K0.0%N/A0.036%
7/31/2023 WealthPLAN Partners LLC16,708$344K0.0%-88.3%0.047%
7/26/2023 Janney Montgomery Scott LLC63,565$1.31M0.0%-22.1%0.178%
7/25/2023 WealthPlan Investment Management LLC20,158$4.00M1.0%-45.2%0.056%
7/13/2023 Sugarloaf Wealth Management LLC47,901$986K0.2%-43.9%0.134%
7/7/2023 Lowe Wealth Advisors LLC21,415$441K0.2%-3.4%0.060%
6/1/2023 ORG Partners LLC11,560$263K0.1%N/A0.033%
5/11/2023 Natixis Advisors L.P.27,354$621K0.0%+80.7%0.079%
5/10/2023 WealthPLAN Partners LLC143,116$3.25M0.4%-31.8%0.412%
5/9/2023 US Bancorp DE452,241$10.28M0.0%-19.2%1.303%
5/8/2023 WealthPlan Investment Management LLC36,755$835K0.1%-82.5%0.106%
5/5/2023 Silver Oak Securities Incorporated21,968$520K0.1%N/A0.063%
5/4/2023 AlphaMark Advisors LLC1,600$36K0.0%-71.2%0.005%
4/28/2023 Janney Montgomery Scott LLC81,584$1.85M0.0%-16.5%0.235%
4/26/2023 Sugarloaf Wealth Management LLC85,451$1.94M0.5%+854,410.0%0.246%
4/13/2023 Leavell Investment Management Inc.169,490$3.85M0.3%-11.8%0.488%
4/12/2023 Worth Asset Management LLC12,312$280K0.2%N/A0.035%
4/5/2023 Lowe Wealth Advisors LLC22,165$504K0.3%-14.3%0.053%
3/6/2023 OLD Mission Capital LLC6,604$149K0.0%N/A0.016%
2/13/2023 JPMorgan Chase & Co.2,147,741$48.56M0.0%+46,478.6%5.102%
2/13/2023 Poehling Capital Management INC.63,338$1.43M0.5%-38.0%0.150%
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2/7/2023 Summit Trail Advisors LLC373,387$8.44M0.4%-47.0%0.887%
2/1/2023 SlateStone Wealth LLC13,405$303K0.1%-25.1%0.032%
2/1/2023 Janney Capital Management LLC941,668$21.29M1.5%-1.2%2.237%
2/1/2023 Creative Financial Designs Inc. ADV1,483$34K0.0%-25.7%0.004%
2/1/2023 Janney Montgomery Scott LLC97,691$2.21M0.0%-45.0%0.232%
1/27/2023 Natixis Advisors L.P.15,138$342K0.0%+37.8%0.036%
1/17/2023 Lowe Wealth Advisors LLC25,855$585K0.3%-11.3%0.062%
1/17/2023 Leavell Investment Management Inc.192,115$4.34M0.3%-33.3%0.464%
11/16/2022 Almanack Investment Partners LLC.170,764$3.86M0.8%+49.9%0.359%
11/15/2022 Poehling Capital Management INC.102,159$2.26M0.9%+16.5%0.215%
11/10/2022 Summit Trail Advisors LLC704,294$15.61M0.8%-0.8%1.455%
11/7/2022 Epic Trust Investment Advisors LLC36,027$798K1.1%+2.0%0.074%
11/1/2022 Creative Financial Designs Inc. ADV1,995$44K0.0%-22.5%0.004%
10/27/2022 US Bancorp DE721,674$15.99M0.0%-20.3%1.421%
10/25/2022 Janney Capital Management LLC952,910$21.12M1.7%+0.9%1.876%
10/25/2022 Janney Montgomery Scott LLC177,690$3.94M0.0%-34.7%0.350%
10/24/2022 Private Ocean LLC1,760$39K0.0%N/A0.003%
10/21/2022 Whittier Trust Co.1,955$43K0.0%-38.4%0.004%
10/17/2022 Leavell Investment Management Inc.287,850$6.38M0.5%-0.3%0.564%
10/11/2022Boenning & Scattergood Inc.134,925$2.99M0.6%-5.0%0.264%
10/6/2022 Lowe Wealth Advisors LLC29,165$646K0.4%-40.8%0.051%
9/16/2022 Private Trust Co. NA2,325$59K0.0%N/A0.004%
8/18/2022 Adalta Capital Management LLC6,500$165K0.1%-27.8%0.010%
8/16/2022Colony Group LLC258,594$6.55M0.1%+10.4%0.402%
8/13/2022 Poehling Capital Management INC.87,719$2.22M0.8%+5.7%0.136%
8/12/2022 RPg Family Wealth Advisory LLC10,853$275K0.2%N/A0.017%
8/12/2022 Almanack Investment Partners LLC.113,900$2.89M0.3%+39.8%0.177%
8/12/2022 Strategic Blueprint LLC44,678$1.13M0.1%+7.2%0.069%
8/11/2022 JPMorgan Chase & Co.6,075,694$153.96M0.0%+272,597.2%9.449%
8/9/2022 Summit Trail Advisors LLC710,309$18.00M1.1%-18.7%1.105%
8/5/2022 OLD Mission Capital LLC25,419$644K0.0%-54.8%0.040%
8/5/2022 Epic Trust Investment Advisors LLC35,337$895K1.7%+21.2%0.055%
8/4/2022 SlateStone Wealth LLC17,886$453K0.1%-33.0%0.028%
8/3/2022 Janney Capital Management LLC944,514$23.93M1.9%-1.9%1.469%
8/3/2022 Janney Montgomery Scott LLC272,277$6.86M0.0%-5.7%0.423%
8/1/2022 US Bancorp DE905,271$22.94M0.0%-30.8%1.408%
7/28/2022 Leavell Investment Management Inc.288,830$7.32M0.6%-1.5%0.448%
7/27/2022 St. James Investment Company LLC43,605$1.11M0.2%+2.7%0.068%
7/22/2022 Bogart Wealth LLC8,724$221K0.0%N/A0.013%
7/14/2022Gofen & Glossberg LLC IL24,061$610K0.0%+179.3%0.037%
7/13/2022Boenning & Scattergood Inc.142,002$3.60M0.7%-1.5%0.219%
7/7/2022 Lowe Wealth Advisors LLC49,262$1.25M0.7%-3.6%0.075%
6/15/2022 Adalta Capital Management LLC9,000$231K0.1%N/A0.014%
5/16/2022 Poehling Capital Management INC.82,971$2.13M0.7%+1.0%0.131%
5/11/2022 US Bancorp DE1,307,661$33.50M0.1%-55.5%2.058%
5/11/2022 Front Row Advisors LLC4,800$123K0.0%N/A0.008%
5/10/2022 Cumberland Partners Ltd51,401$1.32M0.1%-0.9%0.081%
5/4/2022 St. James Investment Company LLC42,440$1.09M0.2%N/A0.066%
5/4/2022 SlateStone Wealth LLC26,682$684K0.2%-85.6%0.041%
5/4/2022 Janney Capital Management LLC962,761$24.67M1.8%+23.7%1.497%
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4/29/2022 Whittier Trust Co.3,172$81K0.0%+154.4%0.005%
4/21/2022 Leavell Investment Management Inc.293,130$7.51M0.5%+0.3%0.440%
4/20/2022 Epic Trust Investment Advisors LLC29,152$747K1.2%+17.7%0.044%
4/15/2022 WealthBridge Capital Management LLC44,331$1.14M0.4%-21.6%0.066%
4/15/2022 Wealthcare Advisory Partners LLC16,758$429K0.0%-48.1%0.025%
4/11/2022Legacy Capital Partners Inc.46,370$1.19M0.4%-10.3%0.069%
4/8/2022 Lowe Wealth Advisors LLC51,112$1.31M0.6%-11.1%0.076%
2/15/2022Colony Group LLC265,038$7.12M0.1%-29.1%0.333%
2/11/2022 Summit Trail Advisors LLC729,782$19.60M1.3%-10.9%0.897%
2/10/2022 Cumberland Partners Ltd51,884$1.39M0.1%-6.3%0.064%
(Data available from 1/1/2016 forward)

IVOL Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IVOL shares?

During the previous two years, 38 institutional investors and hedge funds held shares of Quadratic Interest Rate Volatility and Inflation Hedge ETF. The most heavily invested institutionals were JPMorgan Chase & Co. ($48.56M), Janney Capital Management LLC ($21.29M), US Bancorp DE ($10.28M), Summit Trail Advisors LLC ($8.44M), Colony Group LLC ($6.55M), WealthPlan Investment Management LLC ($4.00M), and Almanack Investment Partners LLC. ($3.86M).Learn more on IVOL's institutional investors.

Which institutional investors have been buying Quadratic Interest Rate Volatility and Inflation Hedge ETF stock?

Of the 26 institutional investors that purchased Quadratic Interest Rate Volatility and Inflation Hedge ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: JPMorgan Chase & Co. ($8.22M), Almanack Investment Partners LLC. ($89.32K), Sugarloaf Wealth Management LLC ($85.44K), Bank of New York Mellon Corp ($43.68K), Janney Montgomery Scott LLC ($33.23K), Natixis Advisors L.P. ($24.93K), and Colony Group LLC ($24.46K).

How much institutional buying is happening at Quadratic Interest Rate Volatility and Inflation Hedge ETF?

Institutional investors have bought a total of 8,699,529 shares in the last 24 months. This purchase volume represents approximately $213.32M in transactions.

Which Quadratic Interest Rate Volatility and Inflation Hedge ETF major shareholders have been selling company stock?

Of the 21 institutional investors that sold Quadratic Interest Rate Volatility and Inflation Hedge ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: US Bancorp DE ($693.64K), Summit Trail Advisors LLC ($499.96K), Janney Montgomery Scott LLC ($293.14K), WealthPLAN Partners LLC ($193.06K), WealthPlan Investment Management LLC ($189.61K), Leavell Investment Management Inc. ($123.64K), and Poehling Capital Management INC. ($94.05K).

How much institutional selling is happening at Quadratic Interest Rate Volatility and Inflation Hedge ETF?

Institutional investors have sold a total of 2,271,795 shares in the last 24 months. This volume of shares sold represents approximately $52.30M in transactions.


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This page (NYSEARCA:IVOL) was last updated on 5/31/2024 by MarketBeat.com Staff

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