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abrdn Physical Precious Metals Basket Shares ETF
GLTR

52 hedge funds and large institutions have $106M invested in abrdn Physical Precious Metals Basket Shares ETF in 2017 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 15 increasing their positions, 14 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 4

21% more capital invested

Capital invested by funds: $87.2M → $106M (+$18.6M)

13% more funds holding

Funds holding: 46 → 52 (+6)

7% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 14

0.63% more ownership

Funds ownership: 34.03% → 34.67% (+0.63%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
52
Holders Change
+6
Holders Change %
+13.04%
% of All Funds
1.29%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
12
Increased
15
Reduced
14
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PFM
Peak Financial Management
Massachusetts
+$7.82M
2
Wells Fargo
Wells Fargo
California
+$5.88M
3
VF
Virtu Financial
New York
+$1.22M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$876K
5
ACM
Avalon Capital Management
California
+$648K

Top Sellers

1
UBS Group
UBS Group
Switzerland
-$4.25M
2
UCFA
United Capital Financial Advisors
Texas
-$1.08M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$869K
4
Morgan Stanley
Morgan Stanley
New York
-$829K
5
RJFSA
Raymond James Financial Services Advisors
Florida
-$554K
Name Holding Trade Value Shares
Change 		Change in
Stake
CCB
26
Cutter & Co Brokerage
Missouri
$316K -$4.65K -75 -1%
RIL
27
Rothschild Investment LLC
Illinois
$309K +$81.2K +1,310 +37%
RBC
28
Ronald Blue & Co
Georgia
$300K -$138K -2,225 -32%
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$260K -$869K -14,013 -77%
CCP
30
Cardan Capital Partners
Colorado
$252K +$245K +3,960 New
KIA
31
KCM Investment Advisors
California
$251K -$26.3K -425 -10%
FIM
32
Fernwood Investment Management
Massachusetts
$204K +$198K +3,200 New
WTB
33
Washington Trust Bank
Washington
$88K +$85.4K +1,378 New
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$86K – – –
WAM
35
Watermark Asset Management
California
$73K +$71K +1,145 New
AF
36
Allworth Financial
California
$66K +$63.8K +1,030 New
Creative Planning
37
Creative Planning
Kansas
$56K +$9.17K +148 +20%
AG
38
Advisor Group
Arizona
$49K +$8.8K +142 +23%
WA
39
WFG Advisors
Texas
$32K – – –
KKAMG
40
Kernodle & Katon Asset Management Group
Arkansas
$25K -$20K -322 -45%
GWA
41
Guidant Wealth Advisors
Illinois
$17K – – –
Carson Wealth (CWM LLC)
42
Carson Wealth (CWM LLC)
Nebraska
$16K -$503K -8,117 -97%
BBPWM
43
Blue Bell Private Wealth Management
Pennsylvania
$16K – – –
Citigroup
44
Citigroup
New York
$15K – – –
GT
45
Glenmede Trust
Pennsylvania
$10K +$9.79K +158 New
HCM
46
Horrell Capital Management
Arkansas
$9K – – –
MFBTD
47
MB Financial Bank - Trust Department
Illinois
$5K +$4.96K +80 New
LTFS
48
Ladenburg Thalmann Financial Services
Florida
$3K – – –
TFA
49
Transamerica Financial Advisors
Florida
$3K – – –
MAS
50
Madden Advisory Services
Florida
$3K +$3.41K +55 New
1
2
3

GLTR Hedge Fund Activity: Q1 2017 in Review

52 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in abrdn Physical Precious Metals Basket Shares ETF (GLTR) for Q1 2017, worth a combined $106M — up 21% from $87.2M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new GLTR positions and 4 closed out — a net gain of 8 holders — while 15 added to existing stakes and 14 trimmed.

The largest buyer was Peak Financial Management, opening a new position worth an estimated $7.82M. The largest seller was UBS Group, cutting an estimated $4.25M.

  • 52 institutional investors held abrdn Physical Precious Metals Basket Shares ETF (GLTR) as of Q1 2017, up from 46 in Q4 2016.
  • Funds reported $106M of abrdn Physical Precious Metals Basket Shares ETF stock for Q1 2017, up 21% quarter-over-quarter.
  • 12 funds opened new abrdn Physical Precious Metals Basket Shares ETF positions in Q1 2017 and 4 closed out, a net change of +8 holders.
  • The largest abrdn Physical Precious Metals Basket Shares ETF buyer in Q1 2017 was Peak Financial Management, an estimated $7.82M added.
  • The largest abrdn Physical Precious Metals Basket Shares ETF seller in Q1 2017 was UBS Group, an estimated $4.25M sold.

Based on aggregated 13F filings for Q1 2017.