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Credit Suisse X-Links Gold Shares Covered Call ETNs due February 2 2033

23 hedge funds and large institutions have $13.5M invested in Credit Suisse X-Links Gold Shares Covered Call ETNs due February 2 2033 in 2020 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 10 increasing their positions, 3 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 3

200% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 2

39% more capital invested

Capital invested by funds: $9.73M → $13.5M (+$3.77M)

21% more funds holding

Funds holding: 1923 (+4)

0.45% more ownership

Funds ownership: 1.11%1.55% (+0.45%)

Holders
23
Holders Change
+4
Holders Change %
+21.05%
% of All Funds
0.41%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
10
Reduced
3
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CI
1
Cavalier Investments
Georgia
$2.47M +$2.48M +12,750 New
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$2.39M +$115K +589 +5%
CS
3
Credit Suisse
Switzerland
$1.88M
APA
4
American Portfolios Advisors
New York
$1.31M +$745K +3,831 +131%
FDCDDQ
5
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.16M -$52.1K -268 -4%
Janney Montgomery Scott
6
Janney Montgomery Scott
Pennsylvania
$874K +$24.1K +124 +3%
UBS Group
7
UBS Group
Switzerland
$830K +$272K +1,399 +49%
DA
8
DCM Advisors
New York
$587K +$588K +3,025 New
TI
9
Tidal Investments
Wisconsin
$454K -$2.14K -11 -0.5%
LPL Financial
10
LPL Financial
California
$405K +$50.8K +261 +14%
WCG
11
Weaver Consulting Group
California
$341K +$89.5K +460 +36%
KWM
12
Kingsview Wealth Management
Oregon
$320K -$123K -631 -28%
DAS
13
Dynamic Advisor Solutions
Arizona
$222K +$34K +175 +18%
GWM
14
Geneos Wealth Management
Colorado
$88K +$24.3K +125 +33%
IAIM
15
International Assets Investment Management
Florida
$49K +$48.6K +250 New
ASN
16
Advisory Services Network
Georgia
$41K +$41.6K +214 New
Wells Fargo
17
Wells Fargo
California
$24K +$778 +4 +3%
SFS
18
Sowell Financial Services
Arkansas
$19K
AWM
19
Avior Wealth Management
Nebraska
$14K +$14.6K +75 New
Morgan Stanley
20
Morgan Stanley
New York
$10K +$9.72K +50 +1,250%
AW
21
Avion Wealth
Texas
$4K
CAPTRUST Financial Advisors
22
CAPTRUST Financial Advisors
North Carolina
$2K
RA
23
RFG Advisory
Alabama
-$280K -1,423 Closed
SPC
24
Sigma Planning Corp
Michigan
-$184K -935 Closed
TRCT
25
Tower Research Capital (TRC)
New York
+$389 +2 New

GLDI Hedge Fund Activity: Q4 2020 in Review

23 of the 5,651 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 2020, worth a combined $13.5M — up 39% from $9.73M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new GLDI positions and 2 closed out — a net gain of 4 holders — while 10 added to existing stakes and 3 trimmed.

The largest buyer was Cavalier Investments, opening a new position worth an estimated $2.48M. The largest seller was RFG Advisory, exiting entirely with an estimated $280K sold.

  • 23 institutional investors held Credit Suisse X-Links Gold Shares Covered Call ETNs due February 2 2033 (GLDI) as of Q4 2020, up from 19 in Q3 2020.
  • Funds reported $13.5M of Credit Suisse X-Links Gold Shares Covered Call ETNs due February 2 2033 stock for Q4 2020, up 39% quarter-over-quarter.
  • 6 funds opened new Credit Suisse X-Links Gold Shares Covered Call ETNs due February 2 2033 positions in Q4 2020 and 2 closed out, a net change of +4 holders.
  • The largest Credit Suisse X-Links Gold Shares Covered Call ETNs due February 2 2033 buyer in Q4 2020 was Cavalier Investments, an estimated $2.48M added.
  • The largest Credit Suisse X-Links Gold Shares Covered Call ETNs due February 2 2033 seller in Q4 2020 was RFG Advisory, an estimated $280K sold.

Based on aggregated 13F filings for Q4 2020.