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abrdn Physical Precious Metals Basket Shares ETF

140 hedge funds and large institutions have $462M invested in abrdn Physical Precious Metals Basket Shares ETF in 2023 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 33 increasing their positions, 57 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 16

5% more funds holding

Funds holding: 133140 (+7)

3% more capital invested

Capital invested by funds: $450M → $462M (+$12.8M)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

0.34% less ownership

Funds ownership: 48.96%48.61% (-0.34%)

42% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 57

Holders
140
Holders Change
+7
Holders Change %
+5.26%
% of All Funds
2.04%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
24
Increased
33
Reduced
57
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SEA
26
Stegent Equity Advisors
Texas
$4.28M -$942K -10,718 -19%
GIA
27
Gladstone Institutional Advisory
Florida
$4.17M +$1.26M +14,306 +45%
CG
28
Castellan Group
Kentucky
$3.89M -$43K -490 -1%
Wealthfront Advisers
29
Wealthfront Advisers
California
$3.56M -$950K -10,808 -22%
SWIG
30
Strategic Wealth Investment Group
Kentucky
$3.31M +$161K +1,837 +5%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$3.1M +$12.9K +147 +0.4%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$2.75M -$879 -10 -0%
Stifel Financial
33
Stifel Financial
Missouri
$2.25M +$259K +2,949 +14%
Bank of Montreal
34
Bank of Montreal
Ontario, Canada
$2.17M -$7.4M -84,284 -78%
IWM
35
IHT Wealth Management
Illinois
$2.16M +$872K +9,920 +72%
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$2.12M +$222K +2,522 +12%
Ameriprise
37
Ameriprise
Minnesota
$2.07M +$82.8K +943 +4%
CWM
38
Congress Wealth Management
Massachusetts
$2.01M -$79.9K -910 -4%
WWP
39
WR Wealth Planners
Missouri
$2M -$220K -2,500 -10%
RJFSA
40
Raymond James Financial Services Advisors
Florida
$1.91M -$158K -1,800 -8%
Osaic Holdings
41
Osaic Holdings
Arizona
$1.9M -$710K -8,083 -28%
KPWS
42
Kestra Private Wealth Services
Texas
$1.83M +$572K +6,507 +48%
TB
43
Treynor Bancshares
Iowa
$1.83M +$104K +1,183 +6%
FCA
44
FLC Capital Advisors
California
$1.52M -$176K -2,000 -11%
TC
45
TAP Consulting
Missouri
$1.49M -$99.3K -1,130 -6%
WCFA
46
Walkner Condon Financial Advisors
Wisconsin
$1.24M +$9.84K +112 +0.8%
HighTower Advisors
47
HighTower Advisors
Illinois
$951K +$60.8K +692 +7%
JWCA
48
J.W. Cole Advisors
Florida
$907K +$876K +9,967 New
Cerity Partners
49
Cerity Partners
New York
$832K -$4.42M -50,311 -85%
AF
50
Advisornet Financial
Minnesota
$806K