Quadratic Interest Rate Volatility and Inflation Hedge ETF (IVOL)

ETF ยท NYSE Arca

Quadratic Interest Rate Volatility and Inflation Hedge ETF (IVOL) is an exchange-traded fund listed on NYSE Arca, where it has traded since May 13, 2019.

Type
Exchange-traded fund
Listed On
NYSE Arca
Listed Since
May 13, 2019

Institutional ownership

In 13F filings for the quarter ended June 30, 2026, 68 institutions reported holding IVOL, with 6.7 million shares worth $115.7 million in aggregate. The largest reported holder was One Plus One Wealth Management, with 872,827 shares worth $15.1 million. Of the 5 largest holders listed below, 3 added shares and 2 reduced their positions during the quarter.

InstitutionSharesValueQuarter change
One Plus One Wealth Management872,827$15MAdded 1.01%
Raymond James Financial865,019$15MAdded 0.88%
Thor Investment Management Inc /OH/ /Adv791,991$14MReduced 35.39%
Financial Enhancement Group766,757$13MAdded 13.38%
Morgan Stanley498,220$9MReduced 38.02%

Form 13F is a quarterly report that institutional investment managers with at least $100 million in qualifying securities file with the SEC. It lists long positions as of the last day of the quarter and is due within 45 days of quarter end, so these holdings describe that date rather than today.

Frequently asked questions

What is IVOL?

Quadratic Interest Rate Volatility and Inflation Hedge ETF (IVOL) is an exchange-traded fund listed on NYSE Arca, where it has traded since May 13, 2019.

Who are the largest institutional holders of IVOL?

In 13F filings for the quarter ended June 30, 2026, the largest reported holders of IVOL were One Plus One Wealth Management, Raymond James Financial and Thor Investment Management Inc /OH/ /Adv.

How many institutions own IVOL?

68 institutions reported a position in IVOL for the quarter ended June 30, 2026, worth $115.7 million in total.

Did institutions buy or sell IVOL last quarter?

Of the 5 largest reported holders, 3 added shares and 2 reduced their positions during the quarter. Every reported holder and its change is on the SentiSense ownership page for IVOL.

Every reported institutional holder, plus insider and congressional trades in IVOL, on SentiSense.