Credit Suisse X-Links Gold Shares Covered Call ETNs due February 2 2033
GLDI
32 hedge funds and large institutions have $26M invested in Credit Suisse X-Links Gold Shares Covered Call ETNs due February 2 2033 in 2021 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 12 increasing their positions, 5 reducing their positions, and 2 closing their positions.
450% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 2
140% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 5
52% more capital invested
Capital invested by funds: $17.1M → $26M (+$8.92M)
39% more funds holding
Funds holding: 23 → 32 (+9)
1.05% more ownership
Funds ownership: 2.36% → 3.42% (+1.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CI
Cavalier Investments
Alpharetta,
Georgia
|
+$4.26M |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$1.84M |
| 3 |
LPL Financial
San Diego,
California
|
+$734K |
| 4 |
VF
Virtu Financial
New York
|
+$518K |
| 5 |
PCP
Proficio Capital Partners
Newton,
Massachusetts
|
+$419K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WS
Wedbush Securities
Los Angeles,
California
|
-$940K |
| 2 |
DA
DCM Advisors
New York
|
-$465K |
| 3 |
FDCDDQ
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
-$267K |
| 4 |
WCG
Weaver Consulting Group
Huntington Beach,
California
|
-$207K |
| 5 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
-$162K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Wells Fargo
San Francisco,
California
| $54K | +$33.1K | +196 | +162% |
|
|
AWM
27
Avior Wealth Management
Omaha,
Nebraska
| $33K | – | – | – |
|
|
RPCONE
28
Retirement Planning Company of New England
Warwick,
Rhode Island
| $24K | +$24.1K | +143 | New |
|
|
AW
29
Avion Wealth
The Woodlands,
Texas
| $4K | – | – | – |
|
|
TRCT
30
Tower Research Capital (TRC)
New York
| $3K | +$3.21K | +19 | New |
|
31
CAPTRUST Financial Advisors
Raleigh,
North Carolina
| $2K | – | – | – |
|
|
CP
32
Castleview Partners
Dallas,
Texas
| $180 | +$12.8K | +76 | New |
|
|
WS
33
Wedbush Securities
Los Angeles,
California
| – | -$940K | -5,632 | Closed |
|
|
ASN
34
Advisory Services Network
Atlanta,
Georgia
| – | -$162K | -973 | Closed |
|
GLDI Hedge Fund Activity: Q4 2021 in Review
32 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Credit Suisse X-Links Gold Shares Covered Call ETNs due February 2 2033 (GLDI) for Q4 2021, worth a combined $26M — up 52% from $17.1M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new GLDI positions and 2 closed out — a net gain of 9 holders — while 12 added to existing stakes and 5 trimmed.
The largest buyer was Cavalier Investments, adding an estimated $4.26M. The largest seller was Wedbush Securities, exiting entirely with an estimated $940K sold.
- 32 institutional investors held Credit Suisse X-Links Gold Shares Covered Call ETNs due February 2 2033 (GLDI) as of Q4 2021, up from 23 in Q3 2021.
- Funds reported $26M of Credit Suisse X-Links Gold Shares Covered Call ETNs due February 2 2033 stock for Q4 2021, up 52% quarter-over-quarter.
- 11 funds opened new Credit Suisse X-Links Gold Shares Covered Call ETNs due February 2 2033 positions in Q4 2021 and 2 closed out, a net change of +9 holders.
- The largest Credit Suisse X-Links Gold Shares Covered Call ETNs due February 2 2033 buyer in Q4 2021 was Cavalier Investments, an estimated $4.26M added.
- The largest Credit Suisse X-Links Gold Shares Covered Call ETNs due February 2 2033 seller in Q4 2021 was Wedbush Securities, an estimated $940K sold.
Based on aggregated 13F filings for Q4 2021.