Madison Covered Call ETF
CVRD
4 hedge funds and large institutions have $112M invested in Madison Covered Call ETF in 2024 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 0 increasing their positions, 2 reducing their positions, and 2 closing their positions.
98.15% more ownership
Funds ownership: 99.49% → 197.64% (+98%)
53% more capital invested
Capital invested by funds: $73.3M → $112M (+$39.1M)
0% more funds holding
Funds holding: 4 → 4 (0)
0% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 2
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$7.04K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MAM
Madison Asset Management
Madison,
Wisconsin
|
-$14.4M |
| 2 |
GS
GTS Securities
New York
|
-$361K |
| 3 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$37.8K |
| 4 |
CA
CoreCap Advisors
Southfield,
Michigan
|
-$22 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MAM
1
Madison Asset Management
Madison,
Wisconsin
| $56.1M | -$14.4M | -739,352 | -20% |
|
|
MIA
2
Madison Investment Advisors
Madison,
Wisconsin
| $56.1M | +$58.3M | +2,987,290 | New |
|
|
OMC
3
Old Mission Capital
Chicago,
Illinois
| $254K | -$37.8K | -1,937 | -13% |
|
|
4
UBS Group
Zurich,
Switzerland
| $6.78K | +$7.04K | +361 | New |
|
|
GS
5
GTS Securities
New York
| – | -$361K | -18,525 | Closed |
|
|
CA
6
CoreCap Advisors
Southfield,
Michigan
| – | -$22 | -1 | Closed |
|
CVRD Hedge Fund Activity: Q4 2024 in Review
4 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Madison Covered Call ETF (CVRD) for Q4 2024, worth a combined $112M — up 53% from $73.3M a quarter earlier.
Fund positioning in CVRD was balanced in Q4 2024: 2 funds opened new positions, 2 closed out, 0 added to existing stakes and 2 trimmed.
The largest buyer was UBS Group, opening a new position worth an estimated $7.04K. The largest seller was Madison Asset Management, cutting an estimated $14.4M.
- 4 institutional investors held Madison Covered Call ETF (CVRD) as of Q4 2024, unchanged from Q3 2024.
- Funds reported $112M of Madison Covered Call ETF stock for Q4 2024, up 53% quarter-over-quarter.
- 2 funds opened new Madison Covered Call ETF positions in Q4 2024 and 2 closed out, a net change of 0 holders.
- The largest Madison Covered Call ETF buyer in Q4 2024 was UBS Group, an estimated $7.04K added.
- The largest Madison Covered Call ETF seller in Q4 2024 was Madison Asset Management, an estimated $14.4M sold.
Based on aggregated 13F filings for Q4 2024.