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

18 hedge funds and large institutions have $12.1M invested in Credit Suisse X-Links Gold Shares Covered Call ETNs due February 2 2033 in 2025 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 4 increasing their positions, 6 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more capital invested

Capital invested by funds: $10.9M → $12.1M (+$1.27M)

1.88% more ownership

Funds ownership: 32.24%34.12% (+1.9%)

25% less funds holding

Funds holding: 2418 (-6)

33% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 6

63% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 8

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
18
Holders Change
-6
Holders Change %
-25%
% of All Funds
0.24%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
3
Increased
4
Reduced
6
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CI
1
Cavalier Investments
Georgia
$2.64M +$2.58M +16,312 New
LPL Financial
2
LPL Financial
California
$1.8M +$93.4K +591 +6%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$1.66M -$300K -1,896 -16%
WW
4
Winnow Wealth
Texas
$1.33M -$352K -2,225 -21%
CW
5
CreativeOne Wealth
Kansas
$983K -$87.6K -554 -8%
OMC
6
Old Mission Capital
Illinois
$962K -$463K -2,931 -33%
JIP
7
Jaffetilchin Investment Partners
Florida
$618K +$363K +2,300 +151%
Osaic Holdings
8
Osaic Holdings
Arizona
$597K +$406K +2,570 +229%
DA
9
Dover Advisors
Virginia
$498K +$217K +1,370 +80%
KAS
10
Kestra Advisory Services
Texas
$275K
IA
11
Integrity Alliance
Iowa
$266K +$260K +1,645 New
MA
12
Mutual Advisors
Nebraska
$244K +$237K +1,499 New
WCG
13
Weaver Consulting Group
California
$207K -$39.8K -252 -16%
FDCDDQ
14
Federation des caisses Desjardins du Quebec
Quebec, Canada
$26.9K
APW
15
Aventura Private Wealth
Florida
$17.6K
UBS Group
16
UBS Group
Switzerland
$13.9K
Morgan Stanley
17
Morgan Stanley
New York
$6.8K
JP Morgan Chase
18
JP Morgan Chase
New York
$165 -$3.95K -25 -96%
Wells Fargo
19
Wells Fargo
California
$10 -$158 -1 Closed
VF
20
Virtu Financial
New York
-$690K -4,494 Closed
BAM
21
Belpointe Asset Management
Nevada
-$651K -4,243 Closed
Jane Street
22
Jane Street
New York
-$411K -2,678 Closed
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
-$382K -2,487 Closed
AWM
24
Avior Wealth Management
Nebraska
-$30.7K -200 Closed
AFG
25
Albion Financial Group
Utah
-$4.61K -30 Closed

GLDI Hedge Fund Activity: Q1 2025 in Review

18 of the 7,457 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 2025, worth a combined $12.1M — up 12% from $10.9M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of GLDI and 3 opened new positions — a net loss of 5 holders — while 6 trimmed existing stakes and 4 added.

The largest buyer was Cavalier Investments, opening a new position worth an estimated $2.58M. The largest seller was Virtu Financial, exiting entirely with an estimated $690K sold.

  • 18 institutional investors held Credit Suisse X-Links Gold Shares Covered Call ETNs due February 2 2033 (GLDI) as of Q1 2025, down from 24 in Q4 2024.
  • Funds reported $12.1M of Credit Suisse X-Links Gold Shares Covered Call ETNs due February 2 2033 stock for Q1 2025, up 12% quarter-over-quarter.
  • 3 funds opened new Credit Suisse X-Links Gold Shares Covered Call ETNs due February 2 2033 positions in Q1 2025 and 8 closed out, a net change of -5 holders.
  • The largest Credit Suisse X-Links Gold Shares Covered Call ETNs due February 2 2033 buyer in Q1 2025 was Cavalier Investments, an estimated $2.58M added.
  • The largest Credit Suisse X-Links Gold Shares Covered Call ETNs due February 2 2033 seller in Q1 2025 was Virtu Financial, an estimated $690K sold.

Based on aggregated 13F filings for Q1 2025.