XAI Floating Rate & Alternative Income Trust
XFLT
40 hedge funds and large institutions have $20.6M invested in XAI Floating Rate & Alternative Income Trust in 2022 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 22 increasing their positions, 4 reducing their positions, and 5 closing their positions.
450% more repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 4
20% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 5
0.08% more ownership
Funds ownership: 1.87% → 1.95% (+0.08%)
0% more funds holding
Funds holding: 40 → 40 (0)
1% less capital invested
Capital invested by funds: $20.8M → $20.6M (-$193K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Lido Advisors
Los Angeles,
California
|
+$1.39M |
| 2 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$758K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$471K |
| 4 |
Morgan Stanley
New York
|
+$455K |
| 5 |
MP
McDonald Partners
Cleveland,
Ohio
|
+$425K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ASFA
All Season Financial Advisors
Denver,
Colorado
|
-$1.38M |
| 2 |
MGWM
Marks Group Wealth Management
Minnetonka,
Minnesota
|
-$1.37M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$148K |
| 4 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
-$116K |
| 5 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
-$115K |
XFLT Hedge Fund Activity: Q1 2022 in Review
40 of the 6,360 institutional investors tracked by Wall St. Rank reported a position in XAI Floating Rate & Alternative Income Trust (XFLT) for Q1 2022, worth a combined $20.6M — down 0.93% from $20.8M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new XFLT positions and 5 closed out — a net gain of 1 holder — while 22 added to existing stakes and 4 trimmed.
The largest buyer was Lido Advisors, opening a new position worth an estimated $1.39M. The largest seller was All Season Financial Advisors, cutting an estimated $1.38M.
- 40 institutional investors held XAI Floating Rate & Alternative Income Trust (XFLT) as of Q1 2022, unchanged from Q4 2021.
- Funds reported $20.6M of XAI Floating Rate & Alternative Income Trust stock for Q1 2022, down 0.93% quarter-over-quarter.
- 6 funds opened new XAI Floating Rate & Alternative Income Trust positions in Q1 2022 and 5 closed out, a net change of +1 holder.
- The largest XAI Floating Rate & Alternative Income Trust buyer in Q1 2022 was Lido Advisors, an estimated $1.39M added.
- The largest XAI Floating Rate & Alternative Income Trust seller in Q1 2022 was All Season Financial Advisors, an estimated $1.38M sold.
Based on aggregated 13F filings for Q1 2022.