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Madison Covered Call ETF

2 hedge funds and large institutions have $78.9M invested in Madison Covered Call ETF in 2023 Q3 according to their latest regulatory filings, with 2 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

99.99% more ownership

Funds ownership: 0%99.99% (+100%)

Holders
2
Holders Change
+2
Holders Change %
% of All Funds
0.03%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

Rank Fund Capital Flow
1
MAM
Madison Asset Management
Wisconsin
+$80.2M
2
GS
GTS Securities
New York
+$493K

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change
Change in
Stake
MAM
1
Madison Asset Management
Wisconsin
$78.5M +$80.2M +3,975,000 New
GS
2
GTS Securities
New York
$482K +$493K +24,415 New

CVRD Hedge Fund Activity: Q3 2023 in Review

2 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Madison Covered Call ETF (CVRD) for Q3 2023, worth a combined $78.9M.

Buyers outnumbered sellers: 2 funds opened new CVRD positions and 0 closed out — a net gain of 2 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was Madison Asset Management, opening a new position worth an estimated $80.2M.

  • 2 institutional investors held Madison Covered Call ETF (CVRD) as of Q3 2023, up from 0 in Q2 2023.
  • Funds reported $78.9M of Madison Covered Call ETF stock for Q3 2023.
  • 2 funds opened new Madison Covered Call ETF positions in Q3 2023 and 0 closed out, a net change of +2 holders.
  • The largest Madison Covered Call ETF buyer in Q3 2023 was Madison Asset Management, an estimated $80.2M added.

Based on aggregated 13F filings for Q3 2023.