IVOL stock icon

Quadratic Interest Rate Volatility and Inflation Hedge ETF
IVOL

$19.52
0.08%

Market Cap: $768M

0
Funds holding %
of 6,710 funds
–
Analysts bullish %

Fund manager confidence

Based on 2024 Q2 SEC filings by fund managers ($100M+ AUM)

0% more funds holding in top 10

Funds holding in top 10: 2 [Q1] → 2 (+0) [Q2]

4% less funds holding

Funds holding: 117 [Q1] → 112 (-5) [Q2]

8.28% less ownership

Funds ownership: 64.57% [Q1] → 56.29% (-8.28%) [Q2]

28% less capital invested

Capital invested by funds: $510M [Q1] → $367M (-$143M) [Q2]

29% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 17

39% less repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 49

See Fund Rankings

Research analyst outlook

We haven’t received any recent analyst ratings for IVOL.

See Analyst Rankings

Financial journalist opinion

Positive
Seeking Alpha
1 month ago
IVOL: Massive Upside From Yield Curve Steepening
IVOL offers retail exposure to advanced interest rate derivatives typically only available to institutional traders, providing a way to bet on the steepening yield curve and macro dynamics. IVOL's holdings include TIPS and options on constant maturity swaps. We deconstruct these holdings and go through the implications. Performance is tied to the steepening yield curve, inflation expectations, and macroeconomic factors, making it a pure play macro bet.
IVOL: Massive Upside From Yield Curve Steepening
Neutral
ETF Trends
1 month ago
Highlights From the Q3 Fixed Income Symposium
Thought leaders and portfolio managers across the industry weighed in on the direction of fixed income investments during the Q3 Fixed Income Symposium hosted by VettaFi.
Highlights From the Q3 Fixed Income Symposium
Negative
Seeking Alpha
4 months ago
IVOL: Weighing The Value Drivers Leads To A Rating Downgrade
The Quadratic Interest Rate Volatility and Inflation Hedge ETF holds a portfolio of TIPS bonds and curve steepeners. With the Fed likely on hold until inflation declines, I believe the yield curve may stay inverted and act as a headwind for IVOL. Until macro conditions change, the IVOL is unlikely to outperform.
IVOL: Weighing The Value Drivers Leads To A Rating Downgrade
Negative
Zacks Investment Research
4 months ago
Is 1970s Stagflation Knocking at the Door? ETFs to Play
During a recent appearance at the Economic Club of New York, JPMorgan Chase JPM CEO Jamie Dimon expressed concerns that the U.S. economy could witness challenges similar to those of the 1970s. He indicated the likely resurgence of stagflation — a condition characterized by low growth combined with high inflation — which could complicate inflationary risks currently being faced by the U.S. economy, as quoted on a Yahoo Finance article.
Is 1970s Stagflation Knocking at the Door? ETFs to Play
Positive
Seeking Alpha
8 months ago
IVOL: This Inflation Hedge Is About To Break Out
The Quadratic Interest Rate Volatility and Inflation Hedge ETF is breaking out to the upside amid falling real yields and a steepening yield curve. IVOL should benefit from the ongoing deterioration in government finances, which should drive real yields lower across the board and a normalisation of the yield curve. The main risk comes from the ETF underperforming its stated objectives.
IVOL: This Inflation Hedge Is About To Break Out
See News Rankings