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

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$18.52
+0.02 (+0.11%)
(As of 04/22/2024 ET)
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Institutional Ownership Changes (13F Filings) for Quadratic Interest Rate Volatility and Inflation Hedge ETF New (NYSEARCA:IVOL)

Number of
Institutional Buyers
(last 12 months)
12
Total
Institutional Inflows
(last 12 months)
$5.62M
Number of
Institutional Sellers
(last 12 months)
12
Total
Institutional Outflows
(last 12 months)
$15.23M
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IVOL Institutional Buying and Selling by Quarter

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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/9/2024 Lowe Wealth Advisors LLC8,200$155K0.1%-61.6%0.023%
3/5/2024Fisher Asset Management LLC13,348$276K0.0%+16.1%0.038%
2/13/2024Poehling Capital Management INC.14,319$296K0.1%-79.4%0.041%
2/8/2024Janney Montgomery Scott LLC40,216$832K0.0%-58.5%0.114%
2/6/2024Natixis Advisors L.P.37,425$773K0.0%-3.2%0.106%
2/6/2024Fisher Asset Management LLC13,348$276K0.0%+16.1%0.038%
2/5/2024Cary Street Partners Asset Management LLC56,180$1.16M0.2%+12.3%0.159%
2/5/2024Transcend Capital Advisors LLC67,593$1.40M0.1%-7.9%0.191%
1/24/2024Private Trust Co. NA1,500$31K0.0%N/A0.004%
11/13/2023Natixis Advisors L.P.38,662$795K0.0%+28.5%0.110%
11/8/2023Janney Montgomery Scott LLC96,797$1.99M0.0%+52.3%0.274%
11/7/2023Patron Partners LLC17,541$361K0.3%N/A0.050%
10/24/2023Bank of New York Mellon Corp43,679$898K0.0%N/A0.124%
10/17/2023Newbridge Financial Services Group Inc.3,199$66K0.0%-39.5%0.009%
10/12/2023SlateStone Wealth LLC11,297$232K0.0%-10.7%0.032%
8/15/2023Poehling Capital Management INC.69,727$1.44M0.5%+1.7%0.198%
8/7/2023SlateStone Wealth LLC12,654$260K0.0%N/A0.036%
7/31/2023WealthPLAN Partners LLC16,708$344K0.0%-88.3%0.047%
7/26/2023Janney Montgomery Scott LLC63,565$1.31M0.0%-22.1%0.178%
7/25/2023WealthPlan Investment Management LLC20,158$4.00M1.0%-45.2%0.056%
7/13/2023Sugarloaf Wealth Management LLC47,901$986K0.2%-43.9%0.134%
7/7/2023 Lowe Wealth Advisors LLC21,415$441K0.2%-3.4%0.060%
6/1/2023ORG Partners LLC11,560$263K0.1%N/A0.033%
5/11/2023Natixis Advisors L.P.27,354$621K0.0%+80.7%0.079%
5/10/2023WealthPLAN Partners LLC143,116$3.25M0.4%-31.8%0.412%
5/9/2023US Bancorp DE452,241$10.28M0.0%-19.2%1.303%
5/8/2023WealthPlan Investment Management LLC36,755$835K0.1%-82.5%0.106%
5/5/2023Silver Oak Securities Incorporated21,968$520K0.1%N/A0.063%
5/4/2023AlphaMark Advisors LLC1,600$36K0.0%-71.2%0.005%
4/28/2023Janney Montgomery Scott LLC81,584$1.85M0.0%-16.5%0.235%
4/26/2023Sugarloaf Wealth Management LLC85,451$1.94M0.5%+854,410.0%0.246%
4/13/2023Leavell 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%
3/6/2023OLD Mission Capital LLC6,604$149K0.0%N/A0.016%
2/13/2023JPMorgan Chase & Co.2,147,741$48.56M0.0%+46,478.6%5.102%
2/13/2023Poehling Capital Management INC.63,338$1.43M0.5%-38.0%0.150%
2/7/2023Summit Trail Advisors LLC373,387$8.44M0.4%-47.0%0.887%
2/1/2023SlateStone Wealth LLC13,405$303K0.1%-25.1%0.032%
2/1/2023Janney Capital Management LLC941,668$21.29M1.5%-1.2%2.237%
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2/1/2023Creative Financial Designs Inc. ADV1,483$34K0.0%-25.7%0.004%
2/1/2023Janney Montgomery Scott LLC97,691$2.21M0.0%-45.0%0.232%
1/27/2023Natixis 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%
1/17/2023Leavell Investment Management Inc.192,115$4.34M0.3%-33.3%0.464%
11/16/2022Almanack Investment Partners LLC.170,764$3.86M0.8%+49.9%0.359%
11/15/2022Poehling Capital Management INC.102,159$2.26M0.9%+16.5%0.215%
11/10/2022Summit Trail Advisors LLC704,294$15.61M0.8%-0.8%1.455%
11/7/2022Epic Trust Investment Advisors LLC36,027$798K1.1%+2.0%0.074%
11/1/2022Creative Financial Designs Inc. ADV1,995$44K0.0%-22.5%0.004%
10/27/2022US Bancorp DE721,674$15.99M0.0%-20.3%1.421%
10/25/2022Janney Capital Management LLC952,910$21.12M1.7%+0.9%1.876%
10/25/2022Janney Montgomery Scott LLC177,690$3.94M0.0%-34.7%0.350%
10/24/2022Private Ocean LLC1,760$39K0.0%N/A0.003%
10/21/2022Whittier Trust Co.1,955$43K0.0%-38.4%0.004%
10/17/2022Leavell 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%
9/16/2022Private Trust Co. NA2,325$59K0.0%N/A0.004%
8/18/2022Adalta Capital Management LLC6,500$165K0.1%-27.8%0.010%
8/16/2022Colony Group LLC258,594$6.55M0.1%+10.4%0.402%
8/13/2022Poehling Capital Management INC.87,719$2.22M0.8%+5.7%0.136%
8/12/2022RPg Family Wealth Advisory LLC10,853$275K0.2%N/A0.017%
8/12/2022Almanack Investment Partners LLC.113,900$2.89M0.3%+39.8%0.177%
8/12/2022Strategic Blueprint LLC44,678$1.13M0.1%+7.2%0.069%
8/11/2022JPMorgan Chase & Co.6,075,694$153.96M0.0%+272,597.2%9.449%
8/9/2022Summit Trail Advisors LLC710,309$18.00M1.1%-18.7%1.105%
8/5/2022OLD Mission Capital LLC25,419$644K0.0%-54.8%0.040%
8/5/2022Epic Trust Investment Advisors LLC35,337$895K1.7%+21.2%0.055%
8/4/2022SlateStone Wealth LLC17,886$453K0.1%-33.0%0.028%
8/3/2022Janney Capital Management LLC944,514$23.93M1.9%-1.9%1.469%
8/3/2022Janney Montgomery Scott LLC272,277$6.86M0.0%-5.7%0.423%
8/1/2022US Bancorp DE905,271$22.94M0.0%-30.8%1.408%
7/28/2022Leavell Investment Management Inc.288,830$7.32M0.6%-1.5%0.448%
7/27/2022St. James Investment Company LLC43,605$1.11M0.2%+2.7%0.068%
7/22/2022Bogart 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%
6/15/2022Adalta Capital Management LLC9,000$231K0.1%N/A0.014%
5/16/2022Poehling Capital Management INC.82,971$2.13M0.7%+1.0%0.131%
5/11/2022US Bancorp DE1,307,661$33.50M0.1%-55.5%2.058%
5/11/2022Front Row Advisors LLC4,800$123K0.0%N/A0.008%
5/10/2022Cumberland Partners Ltd51,401$1.32M0.1%-0.9%0.081%
5/4/2022St. James Investment Company LLC42,440$1.09M0.2%N/A0.066%
5/4/2022SlateStone Wealth LLC26,682$684K0.2%-85.6%0.041%
5/4/2022Janney Capital Management LLC962,761$24.67M1.8%+23.7%1.497%
4/29/2022Whittier Trust Co.3,172$81K0.0%+154.4%0.005%
4/21/2022Leavell Investment Management Inc.293,130$7.51M0.5%+0.3%0.440%
4/20/2022Epic Trust Investment Advisors LLC29,152$747K1.2%+17.7%0.044%
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4/15/2022WealthBridge Capital Management LLC44,331$1.14M0.4%-21.6%0.066%
4/15/2022Wealthcare 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%
2/11/2022Summit Trail Advisors LLC729,782$19.60M1.3%-10.9%0.897%
2/10/2022Cumberland Partners Ltd51,884$1.39M0.1%-6.3%0.064%
2/10/2022Confluence Wealth Services Inc.4,652$124K0.0%N/A0.006%
2/10/2022Bay Harbor Wealth Management LLC3,942$102K0.0%-9.1%0.005%
2/9/2022First Horizon Advisors Inc.1,147$30K0.0%-40.9%0.001%
(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, 40 institutional investors and hedge funds held shares of Quadratic Interest Rate Volatility and Inflation Hedge ETF New. 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 New stock?

Of the 28 institutional investors that purchased Quadratic Interest Rate Volatility and Inflation Hedge ETF New stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: JPMorgan Chase & Co. ($8.22M), Janney Capital Management LLC ($193.04K), Almanack Investment Partners LLC. ($89.32K), Sugarloaf Wealth Management LLC ($85.44K), Bank of New York Mellon Corp ($43.68K), St. James Investment Company LLC ($43.61K), and Janney Montgomery Scott LLC ($33.23K).

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

Institutional investors have bought a total of 8,934,145 shares in the last 24 months. This purchase volume represents approximately $219.33M in transactions.

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

Of the 21 institutional investors that sold Quadratic Interest Rate Volatility and Inflation Hedge ETF New stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: US Bancorp DE ($2.32M), Summit Trail Advisors LLC ($499.96K), Janney Montgomery Scott LLC ($281.76K), WealthPLAN Partners LLC ($193.06K), WealthPlan Investment Management LLC ($189.61K), SlateStone Wealth LLC ($173.81K), and Leavell Investment Management Inc. ($123.64K).

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

Institutional investors have sold a total of 4,046,985 shares in the last 24 months. This volume of shares sold represents approximately $97.88M in transactions.


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This page (NYSEARCA:IVOL) was last updated on 4/23/2024 by MarketBeat.com Staff

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