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abrdn Physical Precious Metals Basket Shares ETF

51 hedge funds and large institutions have $150M invested in abrdn Physical Precious Metals Basket Shares ETF in 2019 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 22 increasing their positions, 14 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 14

22% more capital invested

Capital invested by funds: $124M → $150M (+$27M)

17% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 6

2.22% more ownership

Funds ownership: 28.31%30.54% (+2.2%)

2% less funds holding

Funds holding: 5251 (-1)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
51
Holders Change
-1
Holders Change %
-1.92%
% of All Funds
1%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
7
Increased
22
Reduced
14
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PIA
26
Powell Investment Advisors
Florida
$631K +$611K +8,265 New
Jane Street
27
Jane Street
New York
$612K +$8.8K +119 +2%
RJA
28
Raymond James & Associates
Florida
$586K +$327K +4,430 +137%
3C
29
361 Capital
Colorado
$572K +$38K +514 +7%
CWA
30
Clarus Wealth Advisors
Arizona
$482K -$60K -812 -12%
CWA
31
Carolina Wealth Advisors
South Carolina
$461K +$446K +6,040 New
CCP
32
Cardan Capital Partners
Colorado
$450K +$53.5K +724 +14%
Janney Montgomery Scott
33
Janney Montgomery Scott
Pennsylvania
$438K -$110K -1,492 -21%
VCWA
34
Vanguard Capital Wealth Advisors
Colorado
$391K -$17K -230 -4%
WAS
35
Wealth Advisory Solutions
Indiana
$336K +$325K +4,395 New
SAM
36
SignalPoint Asset Management
Missouri
$315K -$69.3K -938 -19%
CCB
37
Cutter & Co Brokerage
Missouri
$294K -$59.1K -800 -17%
IF
38
IRON Financial
Illinois
$260K +$251K +3,400 New
CAN
39
Claraphi Advisory Network
United States
$258K
AG
40
Advisor Group
Arizona
$126K +$59.5K +805 +95%
VCM
41
Vigilant Capital Management
Maine
$108K
GRP
42
Global Retirement Partners
California
$42K
OIA
43
Optimum Investment Advisors
Illinois
$23K -$1.11K -15 -5%
LTFS
44
Ladenburg Thalmann Financial Services
Florida
$23K
HNB
45
Huntington National Bank
Ohio
$10K
BBPWM
46
Blue Bell Private Wealth Management
Pennsylvania
$9K
AA
47
Advisory Alpha
Michigan
$8.59K -$370 -5 -4%
SBL
48
Sargent Bickham Lagudis
Colorado
$8K
BWM
49
BerganKDV Wealth Management
Minnesota
$5K +$4.51K +61 New
APA
50
American Portfolios Advisors
New York
$4.28K

GLTR Hedge Fund Activity: Q4 2019 in Review

51 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in abrdn Physical Precious Metals Basket Shares ETF (GLTR) for Q4 2019, worth a combined $150M — up 22% from $124M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new GLTR positions and 6 closed out — a net gain of 1 holder — while 22 added to existing stakes and 14 trimmed.

The largest buyer was Virtu Financial, adding an estimated $5.6M. The largest seller was HighTower Advisors, exiting entirely with an estimated $1.34M sold.

  • 51 institutional investors held abrdn Physical Precious Metals Basket Shares ETF (GLTR) as of Q4 2019, down from 52 in Q3 2019.
  • Funds reported $150M of abrdn Physical Precious Metals Basket Shares ETF stock for Q4 2019, up 22% quarter-over-quarter.
  • 7 funds opened new abrdn Physical Precious Metals Basket Shares ETF positions in Q4 2019 and 6 closed out, a net change of +1 holder.
  • The largest abrdn Physical Precious Metals Basket Shares ETF buyer in Q4 2019 was Virtu Financial, an estimated $5.6M added.
  • The largest abrdn Physical Precious Metals Basket Shares ETF seller in Q4 2019 was HighTower Advisors, an estimated $1.34M sold.

Based on aggregated 13F filings for Q4 2019.