XAI Floating Rate & Alternative Income Trust
XFLT
79 hedge funds and large institutions have $45.7M invested in XAI Floating Rate & Alternative Income Trust in 2025 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 31 increasing their positions, 16 reducing their positions, and 13 closing their positions.
94% more repeat investments, than reductions
Existing positions increased: 31 | Existing positions reduced: 16
31% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 13
8% more capital invested
Capital invested by funds: $42.5M → $45.7M (+$3.22M)
4% more funds holding
Funds holding: 76 → 79 (+3)
2.31% more ownership
Funds ownership: 10.93% → 13.24% (+2.3%)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$4.59M |
| 2 |
JWCA
J.W. Cole Advisors
Tampa,
Florida
|
+$1.87M |
| 3 |
VIA
Virtus Investment Advisers
Hartford,
Connecticut
|
+$1.58M |
| 4 |
TJHA
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
+$1.42M |
| 5 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
+$1.18M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VEA
Virtus ETF Advisers
New York
|
-$1.11M |
| 2 |
BAM
Belpointe Asset Management
Reno,
Nevada
|
-$1.06M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$888K |
| 4 |
IFG
Independent Financial Group
San Diego,
California
|
-$885K |
| 5 |
CM
CastleKnight Management
New York
|
-$438K |
XFLT Hedge Fund Activity: Q1 2025 in Review
79 of the 7,473 institutional investors tracked by Wall St. Rank reported a position in XAI Floating Rate & Alternative Income Trust (XFLT) for Q1 2025, worth a combined $45.7M — up 7.6% from $42.5M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new XFLT positions and 13 closed out — a net gain of 4 holders — while 31 added to existing stakes and 16 trimmed.
The largest buyer was Envestnet Asset Management, opening a new position worth an estimated $4.59M. The largest seller was Virtus ETF Advisers, exiting entirely with an estimated $1.11M sold.
- 79 institutional investors held XAI Floating Rate & Alternative Income Trust (XFLT) as of Q1 2025, up from 76 in Q4 2024.
- Funds reported $45.7M of XAI Floating Rate & Alternative Income Trust stock for Q1 2025, up 7.6% quarter-over-quarter.
- 17 funds opened new XAI Floating Rate & Alternative Income Trust positions in Q1 2025 and 13 closed out, a net change of +4 holders.
- The largest XAI Floating Rate & Alternative Income Trust buyer in Q1 2025 was Envestnet Asset Management, an estimated $4.59M added.
- The largest XAI Floating Rate & Alternative Income Trust seller in Q1 2025 was Virtus ETF Advisers, an estimated $1.11M sold.
Based on aggregated 13F filings for Q1 2025.