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abrdn Physical Precious Metals Basket Shares ETF

129 hedge funds and large institutions have $452M invested in abrdn Physical Precious Metals Basket Shares ETF in 2022 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 36 increasing their positions, 41 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

158% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 12

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

16% more capital invested

Capital invested by funds: $389M → $452M (+$62.9M)

15% more funds holding

Funds holding: 112129 (+17)

4.16% more ownership

Funds ownership: 40.61%44.76% (+4.2%)

12% less repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 41

Holders
129
Holders Change
+17
Holders Change %
+15.18%
% of All Funds
2.07%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.1%
New
31
Increased
36
Reduced
41
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$3.01M -$483K -5,714 -14%
APA
27
Astoria Portfolio Advisors
New York
$2.87M +$991K +11,735 +60%
Wealthfront Advisers
28
Wealthfront Advisers
California
$2.84M +$699K +8,275 +35%
GIA
29
Gladstone Institutional Advisory
Florida
$2.82M -$9.63K -114 -0.4%
RJFSA
30
Raymond James Financial Services Advisors
Florida
$2.81M -$218K -2,578 -8%
CWM
31
Congress Wealth Management
Massachusetts
$2.46M -$72.3K -856 -3%
SWIG
32
Strategic Wealth Investment Group
Kentucky
$2.44M +$441K +5,218 +24%
WWP
33
WR Wealth Planners
Missouri
$2.32M -$198K -2,342 -8%
Osaic Holdings
34
Osaic Holdings
Arizona
$2.1M +$966K +11,436 +94%
TI
35
Tidal Investments
Wisconsin
$1.97M -$235K -2,784 -11%
FCA
36
FLC Capital Advisors
California
$1.96M -$113K -1,334 -6%
Stifel Financial
37
Stifel Financial
Missouri
$1.94M +$272K +3,220 +17%
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$1.9M -$99.6K -1,179 -5%
LJAC
39
L.J. Altfest & Co
New York
$1.69M -$126K -1,493 -7%
TB
40
Treynor Bancshares
Iowa
$1.6M -$116K -1,371 -7%
RJA
41
Raymond James & Associates
Florida
$1.35M +$12.8K +151 +1%
BRWA
42
B. Riley Wealth Advisors
Florida
$1.32M -$419K -4,958 -25%
WCFA
43
Walkner Condon Financial Advisors
Wisconsin
$1.15M +$15.2K +180 +1%
PCWA
44
Pacific Capital Wealth Advisors
California
$1.12M +$1.06M +12,566 New
HighTower Advisors
45
HighTower Advisors
Illinois
$1.07M +$142K +1,682 +16%
LWP
46
Laurel Wealth Planning
Minnesota
$963K -$236K -2,798 -21%
GAA
47
Global Assets Advisory
Florida
$890K -$156K -1,851 -16%
Renaissance Technologies
48
Renaissance Technologies
New York
$839K -$372K -4,400 -32%
BAM
49
Belpointe Asset Management
Nevada
$798K -$160K -1,898 -18%
RWP
50
RWA Wealth Partners
Massachusetts
$792K