Who Owns IVOL?
Quadratic Interest Rate Volatility and Inflation Hedge ETF — Institutional Ownership & 13F Holdings
$18.37
+0.08 (+0.44%)
Market Cap
$494.8M
Shares Outstanding
25,949,643
Institutional Holders
85
Total Inst. Value
$284.7M
% of Float Held
—
QoQ Holder Change
+1
Institutional data as of Q1 2025
New Positions
19
Closed Positions
26
Increased
24
Decreased
31
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | $106.1M | 5,681,815 |
| 2 | Richard Bernstein Advisors LLC | $60.9M | 3,260,649 |
| 3 | RAYMOND JAMES FINANCIAL INC | $14.8M | 794,387 |
| 4 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $14.2M | 759,558 |
| 5 | Faithward Advisors, LLC | $12.6M | 674,185 |
| 6 | CacheTech Inc. | $9.4M | 504,723 |
| 7 | Adams Wealth Management | $9.4M | 504,723 |
| 8 | ROYAL BANK OF CANADA | $7.7M | 411,551 |
| 9 | Regal Investment Advisors LLC | $5.1M | 273,140 |
| 10 | HighTower Advisors, LLC | $4.9M | 261,324 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| BANK OF AMERICA CORP /DE/ | +317K | $106.1M |
| Richard Bernstein Advisors LLC | +339K | $60.9M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | +46K | $14.2M |
| Regal Investment Advisors LLC | +180K | $5.1M |
| SCOTIA CAPITAL INC.New | +173K | $3.2M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Straight Path Wealth Management | -262K | $279K |
| CITADEL ADVISORS LLC | -190K | $805K |
| MORGAN STANLEY | -68K | $3.0M |
| Ancora Advisors LLC | -60K | $187K |
| ROYAL BANK OF CANADA | -54K | $7.7M |
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Frequently Asked Questions
How many institutional investors hold IVOL?
As of Q1 2025, 85 institutional investors report holding IVOL (Quadratic Interest Rate Volatility and Inflation Hedge ETF) in their 13F filings.
Which hedge fund owns the most IVOL?
The largest institutional holder of IVOL is BANK OF AMERICA CORP /DE/ with $106.1M in shares.
Are institutions buying or selling IVOL?
This quarter, 19 institutions opened new positions in IVOL and 26 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.