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

24 hedge funds and large institutions have $13.8M invested in Credit Suisse X-Links Gold Shares Covered Call ETNs due February 2 2033 in 2021 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 8 increasing their positions, 5 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 1

60% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 5

4% more funds holding

Funds holding: 2324 (+1)

2% more capital invested

Capital invested by funds: $13.5M → $13.8M (+$316K)

0.21% more ownership

Funds ownership: 1.55%1.77% (+0.21%)

Holders
24
Holders Change
+1
Holders Change %
+4.35%
% of All Funds
0.42%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
8
Reduced
5
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$2.14M -$7.87K -43 -0.3%
CI
2
Cavalier Investments
Georgia
$1.74M -$503K -2,750 -22%
CS
3
Credit Suisse
Switzerland
$1.69M
APA
4
American Portfolios Advisors
New York
$1.64M +$481K +2,628 +39%
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$1.17M +$400K +2,188 +49%
FDCDDQ
6
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.01M -$33.5K -183 -3%
KWM
7
Kingsview Wealth Management
Oregon
$725K +$452K +2,468 +150%
LPL Financial
8
LPL Financial
California
$656K +$307K +1,680 +81%
UBS Group
9
UBS Group
Switzerland
$606K -$146K -796 -19%
WCG
10
Weaver Consulting Group
California
$526K +$231K +1,265 +72%
DA
11
DCM Advisors
New York
$523K -$4.58K -25 -0.8%
TI
12
Tidal Investments
Wisconsin
$417K +$9.15K +50 +2%
DAS
13
Dynamic Advisor Solutions
Arizona
$396K +$207K +1,132 +99%
VF
14
Virtu Financial
New York
$232K +$244K +1,332 New
ASN
15
Advisory Services Network
Georgia
$147K +$115K +627 +293%
GWM
16
Geneos Wealth Management
Colorado
$88K
IAIM
17
International Assets Investment Management
Florida
$49K
Wells Fargo
18
Wells Fargo
California
$21K
SFS
19
Sowell Financial Services
Arkansas
$18K
AWM
20
Avior Wealth Management
Nebraska
$13K
Morgan Stanley
21
Morgan Stanley
New York
$9K
PNC Financial Services Group
22
PNC Financial Services Group
Pennsylvania
$7K +$7.68K +42 New
AW
23
Avion Wealth
Texas
$4K
CAPTRUST Financial Advisors
24
CAPTRUST Financial Advisors
North Carolina
$2K

GLDI Hedge Fund Activity: Q1 2021 in Review

24 of the 5,695 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 Q1 2021, worth a combined $13.8M — up 2.3% from $13.5M a quarter earlier.

Buyers outnumbered sellers: 2 funds opened new GLDI positions and 1 closed out — a net gain of 1 holder — while 8 added to existing stakes and 5 trimmed.

The largest buyer was American Portfolios Advisors, adding an estimated $481K. The largest seller was Cavalier Investments, cutting an estimated $503K.

  • 24 institutional investors held Credit Suisse X-Links Gold Shares Covered Call ETNs due February 2 2033 (GLDI) as of Q1 2021, up from 23 in Q4 2020.
  • Funds reported $13.8M of Credit Suisse X-Links Gold Shares Covered Call ETNs due February 2 2033 stock for Q1 2021, up 2.3% quarter-over-quarter.
  • 2 funds opened new Credit Suisse X-Links Gold Shares Covered Call ETNs due February 2 2033 positions in Q1 2021 and 1 closed out, a net change of +1 holder.
  • The largest Credit Suisse X-Links Gold Shares Covered Call ETNs due February 2 2033 buyer in Q1 2021 was American Portfolios Advisors, an estimated $481K added.
  • The largest Credit Suisse X-Links Gold Shares Covered Call ETNs due February 2 2033 seller in Q1 2021 was Cavalier Investments, an estimated $503K sold.

Based on aggregated 13F filings for Q1 2021.