Credit Suisse AG Credit Suisse X-Links Crude Oil Shares Covered Call ETNUSOI
USOI
0
Funds holding %
of 6,809 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)
100% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 3
18.34% less ownership
Funds ownership: 21.22% [Q2] → 2.88% (-18.34%) [Q3]
23% less funds holding
Funds holding: 22 [Q2] → 17 (-5) [Q3]
71% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 7
88% less capital invested
Capital invested by funds: $14.5M [Q2] → $1.73M (-$12.8M) [Q3]
Research analyst outlook
We haven’t received any recent analyst ratings for USOI.
Financial journalist opinion
Positive
Seeking Alpha
1 month ago
My 9.5% Income Portfolio CEFs And Classic Cars
Closed-end funds are special income vehicles, with many positive aspects and just as many weaknesses that take time to be properly understood and evaluated. I discovered their existence about ten years ago, and over time, I became convinced of their worth by developing a personal method of selection based mainly on NAV performance. This is an analytical, data-driven approach which I then extended to other types of securities in my portfolio, namely ETFs and BDCs.
Neutral
Business Wire
1 month ago
UBS Declares Coupon Payments on 8 ETRACS Exchange Traded Notes
NEW YORK--(BUSINESS WIRE)--UBS Investment Bank today announced coupon payments for 5 ETRACS Exchange Traded Notes traded on the NYSE Arca and expected coupon payments for 3 ETRACS Exchange Traded Notes traded on NASDAQ (together, the “ETNs”). NYSE Ticker ETN Name and Prospectus Supplementa Coupon Valuation Date Ex-Date Record Date Payment Date Coupon Amount Payment Schedule Current Yield (annualized) b HDLB ETRACS Monthly Pay 2xLeveraged US High Dividend Low Volatility ETN Series B 10/30/2024 1.
Neutral
Seeking Alpha
1 month ago
Is USOI A Winner? Unveiling The Income Potential And Risks Of This Oil ETN
USOI offers high monthly income through a covered call strategy on the USO ETF. Backwardation in oil futures helps USOI generate income. USOI is best suited for income-focused investors with a short-term horizon who are comfortable with the risks.
Neutral
Seeking Alpha
2 months ago
My 9.5% Income Portfolio-Fifty Shades Of Blue
My portfolio includes CEFs, ETFs, a few BDCs and an ETN, for whose selection I have developed over the years a criterion based mainly on NAV performance. In this article, however, I decided to focus on the price of each security in my portfolio, comparing it with the lows and highs touched throughout its history. An overview of the path each one has taken from launch to current market quotation with a personal assessment of the possible room for maneuver from those values.
Neutral
Business Wire
3 months ago
UBS declares coupon payments on 8 ETRACS Exchange Traded Notes
NEW YORK--(BUSINESS WIRE)--UBS Investment Bank today announced coupon payments for 5 ETRACS Exchange Traded Notes traded on the NYSE Arca and expected coupon payments for 3 ETRACS Exchange Traded Notes traded on NASDAQ (together, the “ETNs”). NYSE Ticker ETN Name and Prospectus Supplementa Coupon Valuation Date Ex-Date Record Date Payment Date Coupon Amount Payment Schedule Current Yield annualized) b HDLB ETRACS Monthly Pay 2xLeveraged US High Dividend Low Volatility ETN Series B 8/30/2024 9/1.
Positive
Seeking Alpha
3 months ago
USOI: Earn A Fat Yield While Waiting For A Breakout/Breakdown
The USOI ETN uses a covered call strategy on USO ETF, offering high monthly distributions. However, investors are cautioned as the USOI/USO ETF has significant tracking errors relative to oil commodities. Currently, the futures curve is in backwardation, which generates a positive 'roll-yield' for USOI/USO. Looking forward, oil is at a crossroads as bullish and bearish fundamentals fight to exert dominance on oil prices.
Neutral
Business Wire
4 months ago
UBS declares coupon payments on 8 ETRACS Exchange Traded Notes
NEW YORK--(BUSINESS WIRE)--UBS Investment Bank today announced coupon payments for 5 ETRACS Exchange Traded Notes traded on the NYSE Arca and expected coupon payments for 3 ETRACS Exchange Traded Notes traded on NASDAQ (together, the “ETNs”). NYSE Ticker ETN Name and Prospectus Supplementa Coupon Valuation Date Ex-Date Record Date Payment Date Coupon Amount Payment Schedule Current Yield (annualized) b HDLB ETRACS Monthly Pay 2xLeveraged US High Dividend Low Volatility ETN Series B 7/30/2024 8/.
Neutral
Business Wire
5 months ago
UBS declares coupon payments on 14 ETRACS Exchange Traded Notes
NEW YORK--(BUSINESS WIRE)--UBS Investment Bank today announced coupon payments for 11 ETRACS Exchange Traded Notes traded on the NYSE Arca and expected coupon payments for 3 ETRACS Exchange Traded Notes traded on NASDAQ (together, the “ETNs”). NYSE Ticker ETN Name and Prospectus Supplementa Coupon Valuation Date Ex-Date Record Date Payment Date Coupon Amount Payment Schedule Current Yield (annualized) MLPBb ETRACS Alerian MLP Infrastructure Index ETN Series B 7/1/2024 7/15/2024 7/15/2024 7/23/2.
Negative
Seeking Alpha
6 months ago
USOI: Multi-Year Lows In Oil Implied Volatility, Look Elsewhere In Energy (Rating Downgrade)
High jet fuel demand expected this summer with potential supply-related upside from a busy hurricane season. USOI offers exposure to covered call investment strategy on Reference Oil Shares, but there are bearish risks from high global oil supply. Implied volatility in the oil market is at historic lows, leading to a downgrade of USOI ETNs.
Neutral
ETF Trends
6 months ago
Last Week in ETFs: 5 New Target-Maturity Bond ETFs Launch
Last week saw issuers roll out a dozen new ETFs, including launches from AllianceBernstein, OneAscent and YieldMax. Among the other debuts were five new target-maturity bond funds as well as buffer strategies and a new angle on the Nasdaq-100.
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