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abrdn Physical Precious Metals Basket Shares ETF

121 hedge funds and large institutions have $461M invested in abrdn Physical Precious Metals Basket Shares ETF in 2023 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 41 increasing their positions, 36 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

17% more capital invested

Capital invested by funds: $395M → $461M (+$66.2M)

14% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 36

6.44% more ownership

Funds ownership: 40.08%46.53% (+6.4%)

6% less funds holding

Funds holding: 129121 (-8)

29% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 21

Holders
121
Holders Change
-8
Holders Change %
-6.2%
% of All Funds
1.9%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
15
Increased
41
Reduced
36
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GW
26
GW & Wade
Massachusetts
$4.11M +$473K +5,160 +12%
Wealthfront Advisers
27
Wealthfront Advisers
California
$3.81M +$1.49M +16,232 +59%
APA
28
Astoria Portfolio Advisors
New York
$3.67M +$177K +1,938 +5%
CG
29
Castellan Group
Kentucky
$3.46M +$101K +1,105 +3%
SWIG
30
Strategic Wealth Investment Group
Kentucky
$2.93M +$3.09M +33,770 New
RJFSA
31
Raymond James Financial Services Advisors
Florida
$2.93M -$25.9K -283 -0.8%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$2.9M -$137K -1,501 -4%
GIA
33
Gladstone Institutional Advisory
Florida
$2.7M -$36.8K -402 -1%
Northwestern Mutual Wealth Management
34
Northwestern Mutual Wealth Management
Wisconsin
$2.54M -$254K -2,770 -9%
CWM
35
Congress Wealth Management
Massachusetts
$2.3M -$119K -1,302 -5%
WWP
36
WR Wealth Planners
Missouri
$2.09M -$20K -218 -0.9%
FCA
37
FLC Capital Advisors
California
$1.87M
Osaic Holdings
38
Osaic Holdings
Arizona
$1.84M +$264K +2,878 +16%
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$1.75M +$70.4K +769 +4%
AWS
40
AJ Wealth Strategies
New York
$1.68M +$1.78M +19,420 New
TB
41
Treynor Bancshares
Iowa
$1.64M +$56.1K +613 +3%
Ameriprise
42
Ameriprise
Minnesota
$1.61M +$782K +8,537 +85%
Stifel Financial
43
Stifel Financial
Missouri
$1.6M -$148K -1,615 -8%
LJAC
44
L.J. Altfest & Co
New York
$1.42M +$29.3K +320 +2%
TC
45
TAP Consulting
Missouri
$1.41M +$18.2K +199 +1%
TI
46
Tidal Investments
Wisconsin
$1.33M -$530K -5,785 -27%
BTI
47
Blue Trust Inc
Georgia
$1.2M -$11K -120 -0.9%
GAA
48
Global Assets Advisory
Florida
$1.16M +$152K +1,662 +14%
KPWS
49
Kestra Private Wealth Services
Texas
$1.14M +$1.21M +13,167 New
BAM
50
Belpointe Asset Management
Nevada
$999K +$394K +4,299 +60%