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

24 hedge funds and large institutions have $15.9M invested in Credit Suisse X-Links Gold Shares Covered Call ETNs due February 2 2033 in 2021 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 9 increasing their positions, 3 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 3

15% more capital invested

Capital invested by funds: $13.8M → $15.9M (+$2.12M)

0.3% more ownership

Funds ownership: 1.77%2.07% (+0.3%)

0% more funds holding

Funds holding: 2424 (0)

0% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 5

Holders
24
Holders Change
Holders Change %
0%
% of All Funds
0.42%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
9
Reduced
3
Closed
5
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
$2.23M +$139K +781 +6%
CS
2
Credit Suisse
Switzerland
$1.73M
CI
3
Cavalier Investments
Georgia
$1.71M
APA
4
American Portfolios Advisors
New York
$1.59M -$12.8K -72 -0.8%
LPL Financial
5
LPL Financial
California
$1.26M +$644K +3,611 +96%
Janney Montgomery Scott
6
Janney Montgomery Scott
Pennsylvania
$1.24M +$101K +568 +8%
WS
7
Wedbush Securities
California
$957K +$998K +5,599 New
FDCDDQ
8
Federation des caisses Desjardins du Quebec
Quebec, Canada
$948K -$41K -230 -4%
UBS Group
9
UBS Group
Switzerland
$939K +$359K +2,011 +58%
OMC
10
Old Mission Capital
Illinois
$677K +$706K +3,960 New
DA
11
DCM Advisors
New York
$585K +$74.9K +420 +14%
DAS
12
Dynamic Advisor Solutions
Arizona
$569K +$187K +1,050 +46%
WCG
13
Weaver Consulting Group
California
$521K +$4.46K +25 +0.8%
TI
14
Tidal Investments
Wisconsin
$420K +$11.4K +64 +3%
CP
15
Castleview Partners
Texas
$250K +$260K +1,460 New
ASN
16
Advisory Services Network
Georgia
$166K +$23.5K +132 +16%
GWM
17
Geneos Wealth Management
Colorado
$86K
Wells Fargo
18
Wells Fargo
California
$21K
AWM
19
Avior Wealth Management
Nebraska
$12K
Morgan Stanley
20
Morgan Stanley
New York
$9K -$713 -4 -7%
AW
21
Avion Wealth
Texas
$4K
CAPTRUST Financial Advisors
22
CAPTRUST Financial Advisors
North Carolina
$2K
Osaic Holdings
23
Osaic Holdings
Arizona
$1K +$1.07K +6 New
KWM
24
Kingsview Wealth Management
Oregon
-$725K -4,115 Closed
VF
25
Virtu Financial
New York
-$232K -1,332 Closed

GLDI Hedge Fund Activity: Q2 2021 in Review

24 of the 5,745 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 Q2 2021, worth a combined $15.9M — up 15% from $13.8M a quarter earlier.

Fund positioning in GLDI was balanced in Q2 2021: 5 funds opened new positions, 5 closed out, 9 added to existing stakes and 3 trimmed.

The largest buyer was Wedbush Securities, opening a new position worth an estimated $998K. The largest seller was Kingsview Wealth Management, exiting entirely with an estimated $725K sold.

  • 24 institutional investors held Credit Suisse X-Links Gold Shares Covered Call ETNs due February 2 2033 (GLDI) as of Q2 2021, unchanged from Q1 2021.
  • Funds reported $15.9M of Credit Suisse X-Links Gold Shares Covered Call ETNs due February 2 2033 stock for Q2 2021, up 15% quarter-over-quarter.
  • 5 funds opened new Credit Suisse X-Links Gold Shares Covered Call ETNs due February 2 2033 positions in Q2 2021 and 5 closed out, a net change of 0 holders.
  • The largest Credit Suisse X-Links Gold Shares Covered Call ETNs due February 2 2033 buyer in Q2 2021 was Wedbush Securities, an estimated $998K added.
  • The largest Credit Suisse X-Links Gold Shares Covered Call ETNs due February 2 2033 seller in Q2 2021 was Kingsview Wealth Management, an estimated $725K sold.

Based on aggregated 13F filings for Q2 2021.