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XWELL
XWEL

Overview Fund Activity

47 hedge funds and large institutions have $18M invested in XWELL in 2021 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 11 increasing their positions, 9 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
47
Holders Change
-1
Holders Change %
-2.08%
% of All Funds
0.82%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
11
Reduced
9
Closed
15
Calls
$7.34M
Puts
$3.36M
Net Calls
+$3.99M
Net Calls Change
-$1.7M

Top Buyers

1
SC
1
Shay Capital
New York
$1.73M
2
BlackRock
2
BlackRock
New York
$3.14M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$6.96M
4
State Street
4
State Street
Massachusetts
$524K
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$1.32M

Top Sellers

1
BCM
1
Bayesian Capital Management
New York
$0
2
Jane Street
2
Jane Street
New York
$0
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$24K
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$24K
5
SSA
5
Schonfeld Strategic Advisors
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WFPG
26
Waller Financial Planning Group
Ohio
$31K +$15.5K +500 +100%
Squarepoint
27
Squarepoint
New York
$26K -$24.2K -798 -48%
Creative Planning
28
Creative Planning
Kansas
$26K +$250 +8 +1%
Victory Capital Management
29
Victory Capital Management
Texas
$25K +$1.97K +64 +9%
Envestnet Asset Management
30
Envestnet Asset Management
Illinois
$24K -$123K -3,895 -84%
Mercer Global Advisors
31
Mercer Global Advisors
Colorado
$24K -$119K -3,887 -83%
Wells Fargo
32
Wells Fargo
California
$24K +$92 +3 +0.4%
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$22K +$2.25K +75 +11%
Osaic Holdings
34
Osaic Holdings
Arizona
$17K – – –
CG
35
Cutler Group
California
$12K +$7.8K +269 +186%
AF
36
Allworth Financial
California
$5K – – –
Simplex Trading
37
Simplex Trading
Illinois
$4K – – –
CAPTRUST Financial Advisors
38
CAPTRUST Financial Advisors
North Carolina
$3K -$3K -100 -50%
HCM
39
Horrell Capital Management
Arkansas
$3K – – –
UBS Group
40
UBS Group
Switzerland
$2K -$200 -5 -9%
TVWM
41
Tower View Wealth Management
Wisconsin
$2K – – –
TF
42
TimeScale Financial
Massachusetts
$2K +$2K +50 New
SWA
43
SOA Wealth Advisors
New York
$2K +$2K +75 New
BCM
44
Bayesian Capital Management
New York
– -$242K -6,575 Closed
Jane Street
45
Jane Street
New York
– -$199K -5,421 Closed
SSA
46
Schonfeld Strategic Advisors
New York
– -$109K -2,965 Closed
Capstone Investment Advisors
47
Capstone Investment Advisors
New York
– -$74K -2,004 Closed
CAI
48
Capital Advisors Inc
Oklahoma
– -$58K -1,583 Closed
Millennium Management
49
Millennium Management
New York
– -$57K -1,536 Closed
IC
50
IEQ Capital
California
– -$50K -1,350 Closed
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