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

21 hedge funds and large institutions have $13.8M invested in Credit Suisse X-Links Gold Shares Covered Call ETNs due February 2 2033 in 2023 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 6 increasing their positions, 5 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 3

29% more capital invested

Capital invested by funds: $10.7M → $13.8M (+$3.12M)

20% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 5

11% more funds holding

Funds holding: 1921 (+2)

7.04% more ownership

Funds ownership: 36.27%43.32% (+7%)

Holders
21
Holders Change
+2
Holders Change %
+10.53%
% of All Funds
0.31%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
6
Reduced
5
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OMC
1
Old Mission Capital
Illinois
$2.31M +$1.69M +12,041 +311%
Jane Street
2
Jane Street
New York
$2.19M +$132K +945 +7%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$2.06M +$29.6K +211 +2%
CS
4
Credit Suisse
Switzerland
$1.4M
WS
5
Wedbush Securities
California
$1.24M +$288K +2,057 +32%
LPL Financial
6
LPL Financial
California
$1.03M +$13.5K +96 +1%
BAM
7
Belpointe Asset Management
Nevada
$919K -$601K -4,288 -40%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$555K +$537K +3,830 New
CW
9
CreativeOne Wealth
Kansas
$549K +$296K +2,112 +126%
VF
10
Virtu Financial
New York
$517K -$194K -1,384 -28%
WCG
11
Weaver Consulting Group
California
$291K
BRWA
12
B. Riley Wealth Advisors
Florida
$275K -$28K -200 -10%
JCFM
13
JBR Co Financial Management
Oklahoma
$212K +$205K +1,462 New
FDCDDQ
14
Federation des caisses Desjardins du Quebec
Quebec, Canada
$70.1K -$12.6K -90 -16%
Osaic Holdings
15
Osaic Holdings
Arizona
$62K -$204K -1,457 -77%
PS
16
Principal Securities
Iowa
$59.7K +$57.8K +412 New
AWM
17
Avior Wealth Management
Nebraska
$29K
GRP
18
Global Retirement Partners
California
$20.8K
UBS Group
19
UBS Group
Switzerland
$8.4K
Wells Fargo
20
Wells Fargo
California
$3.72K +$3.65K +26 New
JP Morgan Chase
21
JP Morgan Chase
New York
$144 +$140 +1 New
CCP
22
Carmel Capital Partners
California
-$33.8K -252 Closed
AW
23
Avion Wealth
Texas
-$2K -21 Closed
Fidelity Investments
24
Fidelity Investments
Massachusetts
-$268 -2 Closed

GLDI Hedge Fund Activity: Q4 2023 in Review

21 of the 6,859 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 2023, worth a combined $13.8M — up 29% from $10.7M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new GLDI positions and 3 closed out — a net gain of 2 holders — while 6 added to existing stakes and 5 trimmed.

The largest buyer was Old Mission Capital, adding an estimated $1.69M. The largest seller was Belpointe Asset Management, cutting an estimated $601K.

  • 21 institutional investors held Credit Suisse X-Links Gold Shares Covered Call ETNs due February 2 2033 (GLDI) as of Q4 2023, up from 19 in Q3 2023.
  • Funds reported $13.8M of Credit Suisse X-Links Gold Shares Covered Call ETNs due February 2 2033 stock for Q4 2023, up 29% quarter-over-quarter.
  • 5 funds opened new Credit Suisse X-Links Gold Shares Covered Call ETNs due February 2 2033 positions in Q4 2023 and 3 closed out, a net change of +2 holders.
  • The largest Credit Suisse X-Links Gold Shares Covered Call ETNs due February 2 2033 buyer in Q4 2023 was Old Mission Capital, an estimated $1.69M added.
  • The largest Credit Suisse X-Links Gold Shares Covered Call ETNs due February 2 2033 seller in Q4 2023 was Belpointe Asset Management, an estimated $601K sold.

Based on aggregated 13F filings for Q4 2023.