X-Links Crude Oil Shares Covered Call ETN (USOI) Institutional Ownership

$76.50
-0.30 (-0.39%)
(As of 04/24/2024 ET)

Institutional Ownership Changes (13F Filings) for X-Links Crude Oil Shares Covered Call ETN (NASDAQ:USOI)

Number of
Institutional Buyers
(last 12 months)
3
Total
Institutional Inflows
(last 12 months)
$2.51M
Number of
Institutional Sellers
(last 12 months)
0
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USOI Institutional Buying and Selling by Quarter

X-Links Crude Oil Shares Covered Call ETN Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/15/2023MAS Advisors LLC3,403$265K0.3%+9.3%0.597%
5/9/2023Acorn Wealth Advisors LLC9,370$729K0.5%N/A1.644%
4/26/2023 Arlington Partners LLC6,500$505K0.1%N/A1.140%
3/6/2023OLD Mission Capital LLC1,075$89K0.0%-97.3%0.189%
2/10/2023HRT Financial LP3,311$275K0.0%-88.6%0.581%
2/8/2023UBS Group AG1,861$155K0.0%-46.8%0.326%
2/8/2023Belpointe Asset Management LLC1,000$83K0.0%N/A0.175%
2/7/2023Envestnet Asset Management Inc.21,798$1.82M0.0%+415.9%3.824%
1/31/2023Kestra Advisory Services LLC121,455$10.11M0.1%+111.4%21.308%
1/25/2023 Fifth Third Bancorp1,060$88K0.0%+43.0%0.186%
11/15/2022Uniplan Investment Counsel Inc.38,655$3.15M0.2%-94.9%6.782%
11/14/2022OLD Mission Capital LLC40,202$3.28M0.1%-52.0%7.053%
11/9/2022Acorn Wealth Advisors LLC9,650$786K0.6%-35.5%1.693%
11/1/2022Kestra Advisory Services LLC57,456$4.68M0.1%N/A10.080%
10/31/2022Merit Financial Group LLC4,474$365K0.0%N/A0.785%
10/25/2022 Fifth Third Bancorp741$60K0.0%-95.0%0.130%
8/13/2022NewEdge Wealth LLC17,089$87K0.0%N/A0.151%
8/5/2022OLD Mission Capital LLC83,713$429K0.0%N/A0.741%
8/4/2022Vestmark Advisory Solutions Inc.11,177$57K0.0%N/A0.099%
8/4/2022Cavalier Investments LLC712,901$3.65M1.3%+7.8%6.309%
8/3/2022Envestnet Asset Management Inc.86,765$444K0.0%+15.7%0.768%
7/14/2022Arkadios Wealth Advisors12,000$61K0.0%N/A0.106%
5/10/2022Ground Swell Capital LLC10,261$56K0.1%N/A0.091%
5/4/2022Advisor Group Holdings Inc.87,407$478K0.0%+22,544.3%0.774%
5/4/2022Cavalier Investments LLC661,323$3.62M0.9%+67.5%5.852%
5/4/2022Envestnet Asset Management Inc.75,009$410K0.0%N/A0.664%
5/3/2022Acorn Wealth Advisors LLC14,970$82K0.1%N/A0.132%
4/19/2022 Fifth Third Bancorp15,017$82K0.0%N/A0.133%
2/10/2022OLD Mission Capital LLC547,035$2.84M0.1%-11.1%4.841%
2/2/2022Cavalier Investments LLC394,863$2.05M0.5%N/A3.494%
11/16/2021Two Sigma Securities LLC14,600$78K0.0%N/A0.129%
11/15/2021Flow Traders U.S. LLC21,378$115K0.0%N/A0.189%
11/12/2021OLD Mission Capital LLC615,449$3.31M0.1%+686.9%5.446%
8/13/2021OLD Mission Capital LLC78,207$415K0.0%-83.7%0.692%
8/10/2021Cambridge Investment Research Advisors Inc.12,739$68K0.0%N/A0.113%
8/10/2021DCM Advisors LLC101,552$539K0.3%+4.9%0.899%
5/18/2021Jane Street Group LLC22,703$107K0.0%N/A0.201%
4/30/2021Ground Swell Capital LLC18,134$85K0.3%N/A0.160%
2/2/2021DCM Advisors LLC38,500$180K0.1%N/A19.250%
11/17/2020Jane Street Group LLC245,413$1.06M0.0%+180.5%122.707%
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(Data available from 1/1/2016 forward)

USOI Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of USOI shares?

During the previous two years, 18 institutional investors and hedge funds held shares of X-Links Crude Oil Shares Covered Call ETN. The most heavily invested institutionals were Kestra Advisory Services LLC ($10.11M), Cavalier Investments LLC ($3.65M), Uniplan Investment Counsel Inc. ($3.15M), Envestnet Asset Management Inc. ($1.82M), Acorn Wealth Advisors LLC ($729K), Arlington Partners LLC ($505K), and Advisor Group Holdings Inc. ($478K).Learn more on USOI's institutional investors.

Which institutional investors have been buying X-Links Crude Oil Shares Covered Call ETN stock?

Of the 15 institutional investors that purchased X-Links Crude Oil Shares Covered Call ETN stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Cavalier Investments LLC ($318.04K), Kestra Advisory Services LLC ($121.46K), Envestnet Asset Management Inc. ($104.34K), Advisor Group Holdings Inc. ($87.02K), OLD Mission Capital LLC ($83.71K), Acorn Wealth Advisors LLC ($24.34K), and NewEdge Wealth LLC ($17.09K).

How much institutional buying is happening at X-Links Crude Oil Shares Covered Call ETN?

Institutional investors have bought a total of 802,015 shares in the last 24 months. This purchase volume represents approximately $95.23M in transactions.

Which X-Links Crude Oil Shares Covered Call ETN major shareholders have been selling company stock?

The following institutional investors have sold X-Links Crude Oil Shares Covered Call ETN stock in the last 24 months: Uniplan Investment Counsel Inc. ($714.63K), OLD Mission Capital LLC ($82.64K), HRT Financial LP ($25.67K), Fifth Third Bancorp ($14.20K), Acorn Wealth Advisors LLC ($5.32K), and UBS Group AG ($1.64K).

How much institutional selling is happening at X-Links Crude Oil Shares Covered Call ETN?

Institutional investors have sold a total of 844,094 shares in the last 24 months. This volume of shares sold represents approximately $137.82M in transactions.


This page (NASDAQ:USOI) was last updated on 4/25/2024 by MarketBeat.com Staff

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