XAI Floating Rate & Alternative Income Trust
XFLT
59 hedge funds and large institutions have $76.8M invested in XAI Floating Rate & Alternative Income Trust in 2026 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 17 increasing their positions, 16 reducing their positions, and 7 closing their positions.
71% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 7
16% more capital invested
Capital invested by funds: $66.5M → $76.8M (+$10.3M)
9% more funds holding
Funds holding: 54 → 59 (+5)
3.17% more ownership
Funds ownership: 25.56% → 28.73% (+3.2%)
6% more repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 16
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$5.2M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$2.96M |
| 3 |
TJHA
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
+$2.52M |
| 4 |
BI
Bulldog Investors
Saddle Brook,
New Jersey
|
+$2.35M |
| 5 |
JWCA
J.W. Cole Advisors
Tampa,
Florida
|
+$1.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
-$5.31M |
| 2 |
RL
RPO LLC
Stamford,
Connecticut
|
-$1.54M |
| 3 |
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
|
-$1.42M |
| 4 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
-$544K |
| 5 |
Jane Street
New York
|
-$533K |
XFLT Hedge Fund Activity: Q2 2026 in Review
59 of the 8,349 institutional investors tracked by Wall St. Rank reported a position in XAI Floating Rate & Alternative Income Trust (XFLT) for Q2 2026, worth a combined $76.8M — up 16% from $66.5M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new XFLT positions and 7 closed out — a net gain of 5 holders — while 17 added to existing stakes and 16 trimmed.
The largest buyer was Citadel Advisors, opening a new position worth an estimated $5.2M. The largest seller was Rivernorth Capital Management, cutting an estimated $5.31M.
- 59 institutional investors held XAI Floating Rate & Alternative Income Trust (XFLT) as of Q2 2026, up from 54 in Q1 2026.
- Funds reported $76.8M of XAI Floating Rate & Alternative Income Trust stock for Q2 2026, up 16% quarter-over-quarter.
- 12 funds opened new XAI Floating Rate & Alternative Income Trust positions in Q2 2026 and 7 closed out, a net change of +5 holders.
- The largest XAI Floating Rate & Alternative Income Trust buyer in Q2 2026 was Citadel Advisors, an estimated $5.2M added.
- The largest XAI Floating Rate & Alternative Income Trust seller in Q2 2026 was Rivernorth Capital Management, an estimated $5.31M sold.
Based on aggregated 13F filings for Q2 2026.