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abrdn Physical Precious Metals Basket Shares ETF

77 hedge funds and large institutions have $255M invested in abrdn Physical Precious Metals Basket Shares ETF in 2020 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 29 increasing their positions, 15 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 8

93% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 15

21% more capital invested

Capital invested by funds: $210M → $255M (+$44.3M)

20% more funds holding

Funds holding: 6477 (+13)

2.19% more ownership

Funds ownership: 28.34%30.53% (+2.2%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
77
Holders Change
+13
Holders Change %
+20.31%
% of All Funds
1.36%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
22
Increased
29
Reduced
15
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
51
Stifel Financial
Missouri
$315K +$303K +3,188 New
Truist Financial
52
Truist Financial
North Carolina
$312K -$1.52K -16 -0.5%
CCB
53
Cutter & Co Brokerage
Missouri
$293K -$28.6K -300 -9%
CWA
54
Clarus Wealth Advisors
Arizona
$287K -$857 -9 -0.3%
CLOS
55
Compagnie Lombard Odier SCmA
Switzerland
$247K +$238K +2,500 New
CST
56
Charles Schwab Trust
Nevada
$231K
PA
57
PFG Advisors
Arizona
$224K +$3.24K +34 +2%
WWMSC
58
Wagner Wealth Management (South Carolina)
South Carolina
$215K +$207K +2,171 New
HFA
59
Hoover Financial Advisors
Pennsylvania
$165K +$163K +1,711 New
BAM
60
Belpointe Asset Management
Nevada
$138K +$133K +1,398 New
CWM
61
Curi Wealth Management
North Carolina
$83K +$80.1K +841 New
GRP
62
Global Retirement Partners
California
$54K
CAPTRUST Financial Advisors
63
CAPTRUST Financial Advisors
North Carolina
$40K +$9.23K +97 +32%
NFG
64
Next Financial Group
Texas
$31K +$16.6K +174 +124%
CAGAS
65
Capital Advisory Group Advisory Services
Minnesota
$28K
Bank of Montreal
66
Bank of Montreal
Ontario, Canada
$23K
CFN
67
Cordasco Financial Network
Florida
$21K
SBL
68
Sargent Bickham Lagudis
Colorado
$10K
SPIA
69
Steward Partners Investment Advisory
New York
$10K +$9.52K +100 New
MFT
70
Moisand Fitzgerald Tamayo
Florida
$9K +$2.09K +22 +31%
HFS
71
Horizon Financial Services
North Carolina
$8K
APA
72
American Portfolios Advisors
New York
$5.54K
OIM
73
Oder Investment Management
California
$5K +$4.57K +48 New
AssetMark Inc
74
AssetMark Inc
California
$5K +$4.86K +51 New
CWC
75
Carolinas Wealth Consulting
North Carolina
$5K +$5.04K +53 New

GLTR Hedge Fund Activity: Q4 2020 in Review

77 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in abrdn Physical Precious Metals Basket Shares ETF (GLTR) for Q4 2020, worth a combined $255M — up 21% from $210M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new GLTR positions and 8 closed out — a net gain of 14 holders — while 29 added to existing stakes and 15 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $13.5M. The largest seller was Bank of America, cutting an estimated $2.99M.

  • 77 institutional investors held abrdn Physical Precious Metals Basket Shares ETF (GLTR) as of Q4 2020, up from 64 in Q3 2020.
  • Funds reported $255M of abrdn Physical Precious Metals Basket Shares ETF stock for Q4 2020, up 21% quarter-over-quarter.
  • 22 funds opened new abrdn Physical Precious Metals Basket Shares ETF positions in Q4 2020 and 8 closed out, a net change of +14 holders.
  • The largest abrdn Physical Precious Metals Basket Shares ETF buyer in Q4 2020 was Morgan Stanley, an estimated $13.5M added.
  • The largest abrdn Physical Precious Metals Basket Shares ETF seller in Q4 2020 was Bank of America, an estimated $2.99M sold.

Based on aggregated 13F filings for Q4 2020.