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abrdn Physical Precious Metals Basket Shares ETF

230 hedge funds and large institutions have $1.21B invested in abrdn Physical Precious Metals Basket Shares ETF in 2025 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 69 increasing their positions, 51 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

242% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 19

35% more capital invested

Capital invested by funds: $897M → $1.21B (+$317M)

35% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 51

23% more funds holding

Funds holding: 187230 (+43)

10% more funds holding in top 10

Funds holding in top 10: 1011 (+1)

2.24% less ownership

Funds ownership: 50.21%47.97% (-2.2%)

Holders
230
Holders Change
+43
Holders Change %
+22.99%
% of All Funds
2.8%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.13%
New
65
Increased
69
Reduced
51
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ACM
26
Advance Capital Management
Michigan
$13.3M -$3.27M -17,781 -22%
SS
27
Sound Stewardship
Kansas
$12M -$1.61M -8,782 -13%
Cetera Investment Advisers
28
Cetera Investment Advisers
Illinois
$11.9M +$3.74M +20,347 +54%
WWM
29
WJ Wealth Management
Arizona
$9.75M +$442K +2,409 +5%
TCM
30
Towneley Capital Management
California
$9.73M -$255K -1,387 -3%
UBS Group
31
UBS Group
Switzerland
$9.4M +$332K +1,808 +4%
PWM
32
Pines Wealth Management
North Carolina
$9.27M -$179K -976 -2%
GIA
33
Gladstone Institutional Advisory
Florida
$8.92M -$412K -2,242 -5%
SFS
34
Solitude Financial Services
Virginia
$8.89M -$2.88M -15,692 -27%
AWM
35
Axxcess Wealth Management
California
$8.68M +$2.46M +13,388 +46%
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$8.33M +$965K +5,256 +15%
BAM
37
Belpointe Asset Management
Nevada
$8.22M +$1.54M +8,373 +26%
CG
38
Castellan Group
Kentucky
$7.81M -$832K -4,527 -11%
CAPTRUST Financial Advisors
39
CAPTRUST Financial Advisors
North Carolina
$7.37M -$591K -3,219 -8%
Envestnet Asset Management
40
Envestnet Asset Management
Illinois
$7.13M -$3.97M -21,592 -38%
Osaic Holdings
41
Osaic Holdings
Arizona
$7.11M +$929K +5,057 +17%
CWM
42
Centurion Wealth Management
Virginia
$6.81M +$35.3K +192 +0.6%
KPWS
43
Kestra Private Wealth Services
Texas
$5.74M +$139K +756 +3%
BWM
44
Brown Wealth Management
Illinois
$5.71M +$210K +1,142 +4%
SEA
45
Stegent Equity Advisors
Texas
$5.51M -$622K -3,387 -11%
Royal Bank of Canada
46
Royal Bank of Canada
Ontario, Canada
$5.42M +$234K +1,273 +5%
Mariner
47
Mariner
Kansas
$4.62M +$788K +4,292 +24%
GFG
48
Genesis Financial Group
New Jersey
$4.41M +$3.94M +21,457 New
DWS
49
Discipline Wealth Solutions
South Carolina
$3.88M -$162K -881 -4%
WCFA
50
Walkner Condon Financial Advisors
Wisconsin
$3.8M -$12.7K -69 -0.4%