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

Quadratic Interest Rate Volatility and Inflation Hedge ETF logo
$19.15 +0.61 (+3.29%)
Closing price 04:10 PM Eastern
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$19.00 -0.15 (-0.78%)
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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)
7
Total
Institutional Inflows
(last 12 months)
$2.73M
Number of
Institutional Sellers
(last 12 months)
9
Total
Institutional Outflows
(last 12 months)
$9.09M
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IVOL Institutional Buying and Selling by Quarter

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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
2/17/2025Captrust Financial Advisors44,269$785K0.0%-6.6%0.122%
2/17/2025Cary Street Partners Financial LLC21,024$373K0.0%N/A0.058%
2/4/2025Bank of New York Mellon Corp22,797$404K0.0%-10.0%0.063%
2/3/2025Transcend Capital Advisors LLC59,048$1.05M0.1%-5.0%0.163%
1/17/2025Janney Montgomery Scott LLC16,479$292K0.0%-74.8%0.045%
1/10/2025Lowe Wealth Advisors LLC6,700$119K0.1%-20.7%0.018%
12/26/2024JPMorgan Chase & Co.13,712$264K0.0%+846.3%0.038%
11/14/2024L.M. Kohn & Company19,279$371K0.1%N/A0.053%
11/14/2024Flow Traders U.S. LLC24,820$478K0.0%-34.8%0.068%
11/14/2024Captrust Financial Advisors47,387$912K0.0%-88.5%0.131%
11/13/2024Private Trust Co. NA12,451$240K0.0%N/A0.034%
10/30/2024United Advisor Group LLC30,862$594K0.1%N/A0.085%
10/30/2024Cary Street Partners Asset Management LLC56,130$1.08M0.1%+1.3%0.155%
10/29/2024Janney Montgomery Scott LLC65,425$1.26M0.0%+248.5%0.180%
8/13/2024Summit Trail Advisors LLC27,643$512K0.0%-14.8%0.076%
7/26/2024Bank of New York Mellon Corp27,393$507K0.0%-23.0%0.075%
7/2/2024Transcend Capital Advisors LLC64,212$1.19M0.1%-1.4%0.177%
5/3/2024Patron Partners LLC16,181$306K0.2%-7.7%0.046%
5/1/2024Janney Montgomery Scott LLC28,832$546K0.0%-28.3%0.081%
4/26/2024SlateStone Wealth LLC10,363$196K0.0%-8.3%0.029%
4/9/2024Lowe 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%
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7/13/2023Sugarloaf Wealth Management LLC47,901$986K0.2%-43.9%0.134%
7/7/2023Lowe 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%
4/12/2023Worth Asset Management LLC12,312$280K0.2%N/A0.035%
4/5/2023Lowe 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%
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%
1/17/2023Lowe 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%
10/6/2022Lowe 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%
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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%
7/7/2022Lowe Wealth Advisors LLC49,262$1.25M0.7%-3.6%0.075%
6/15/2022Adalta Capital Management LLC9,000$231K0.1%N/A0.014%
(Data available from 1/1/2016 forward)

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IVOL Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IVOL shares?

During the previous two years, 28 institutional investors and hedge funds held shares of Quadratic Interest Rate Volatility and Inflation Hedge ETF. The most heavily invested institutionals were US Bancorp DE ($10.28M), WealthPlan Investment Management LLC ($4.00M), Leavell Investment Management Inc. ($3.85M), Cary Street Partners Asset Management LLC ($1.08M), Transcend Capital Advisors LLC ($1.05M), Sugarloaf Wealth Management LLC ($986K), and Captrust Financial Advisors ($785K).Learn more on IVOL's institutional investors.

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

Of the 17 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: Sugarloaf Wealth Management LLC ($85.44K), Janney Montgomery Scott LLC ($79.88K), Bank of New York Mellon Corp ($43.68K), United Advisor Group LLC ($30.86K), Silver Oak Securities Incorporated ($21.97K), Cary Street Partners Financial LLC ($21.02K), and Natixis Advisors L.P. ($20.78K).

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

Institutional investors have bought a total of 414,918 shares in the last 24 months. This purchase volume represents approximately $8.62M in transactions.

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

Of the 18 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: Captrust Financial Advisors ($367.44K), WealthPLAN Partners LLC ($193.06K), WealthPlan Investment Management LLC ($189.61K), Janney Montgomery Scott LLC ($151.04K), US Bancorp DE ($107.65K), Poehling Capital Management INC. ($55.23K), and Sugarloaf Wealth Management LLC ($37.55K).

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

Institutional investors have sold a total of 1,193,038 shares in the last 24 months. This volume of shares sold represents approximately $24.66M in transactions.


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This page (NYSEARCA:IVOL) was last updated on 4/3/2025 by MarketBeat.com Staff
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