XOOMAR

XOOMAR Weekly

September 28, 2026

The week of September 21, 2026 to September 27, 2026, in numbers from the public record. Every line links to the data behind it.

Insiders

Form 4 filings, open-market transactions only.

  • GAM (GENERAL AMERICAN INVESTORS CO INC): 3 insiders bought on the open market for $387 thousand in total. Data
  • RGCO (RGC RESOURCES INC): 3 insiders bought on the open market for $67 thousand in total. Data
  • Largest open-market buy: LEN, $44 million by BERKSHIRE HATHAWAY INC on September 23, 2026. Data
  • Largest open-market sale: AVGO, $82 million by SAMUELI HENRY on September 23, 2026. Data

Money flows

Issuer holdings files, the Federal Reserve Board's H.4.1 and the New York Fed, TreasuryDirect results.

  • Spot BTC ETFs (ARKB, BITB, IBIT, from the issuers' own holdings files): net inflow of $1.5 billion for the week to September 25, 2026. Data
  • Spot ETH ETFs (ETHA, ETHW, from the issuers' own holdings files): net inflow of $326 million for the week to September 25, 2026. Data
  • Fed net liquidity (balance sheet less reverse repo and the Treasury account): $5.77 trillion as of September 23, 2026, down $94 billion on the week. Data
  • Weakest Treasury auction of the week: the 5-Year note on September 23, 2026, bid-to-cover 2.21, high yield 5.033%. Data

Positioning

CFTC Commitments of Traders, FINRA short interest, exchange funding rates.

  • 3-Month Sofr: leveraged funds added 329,162 contracts net, to -2,444,986 (COT of September 22, 2026). Data
  • Micro E-Mini S&p 500 Index: leveraged funds added 186,464 contracts net, to -419 (COT of September 22, 2026). Data
  • 5-Year U.S. Treasury Notes: leveraged funds added 128,866 contracts net, to -1,858,062 (COT of September 22, 2026). Data
  • TYRA: days to cover 5.7, down 21.5 against the prior settlement (FINRA, September 15, 2026). Data
  • OGG: days to cover 29.8, up 20.0 against the prior settlement (FINRA, September 15, 2026). Data
  • OCGN: days to cover 10.4, down 17.9 against the prior settlement (FINRA, September 15, 2026). Data
  • Most extreme funding rate at the weekend: INJ on Hyperliquid, -0.166% per 8 hours (-182% annualised). Data

The week ahead

Release times from the agencies' schedules; earnings dates are estimated until each company's 8-K confirms the date.

  • Tuesday 14:00 UTC: JOLTS Job Openings. Data
  • Wednesday 12:30 UTC: GDP (Third Estimate), Industries, Corporate Profits, State GDP, and State Personal Income, 2nd Quarter 2026; State PCE, 2025. Data
  • Wednesday 12:30 UTC: Personal Income and Outlays (PCE). Data
  • Thursday 12:30 UTC: Initial Jobless Claims. Data
  • Friday 12:30 UTC: Nonfarm Payrolls (Employment Situation). Data
  • Earnings expected this week (estimated): NKE (Tuesday), CCL (Monday), CAG (Wednesday), ASST (Thursday), NG (Wednesday), PAYX (Tuesday). Data

Get the next one on Monday morning.

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