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abrdn Physical Precious Metals Basket Shares ETF

103 hedge funds and large institutions have $318M invested in abrdn Physical Precious Metals Basket Shares ETF in 2021 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 42 increasing their positions, 24 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 24

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

0.15% more ownership

Funds ownership: 32.93%33.08% (+0.15%)

6% less funds holding

Funds holding: 109103 (-6)

6% less capital invested

Capital invested by funds: $337M → $318M (-$18.7M)

14% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 14

Holders
103
Holders Change
-6
Holders Change %
-5.5%
% of All Funds
1.8%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
12
Increased
42
Reduced
24
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wealthfront Advisers
51
Wealthfront Advisers
California
$473K +$508K +5,466 New
Cetera Investment Advisers
52
Cetera Investment Advisers
Illinois
$468K -$16.5K -178 -3%
EH
53
Equitable Holdings
New York
$421K +$12.8K +138 +3%
NL
54
NWAM LLC
Washington
$408K +$37.8K +407 +9%
MML Investors Services
55
MML Investors Services
Massachusetts
$369K +$83.4K +898 +27%
CWA
56
Clarus Wealth Advisors
Arizona
$368K +$4.64K +50 +1%
WBC
57
West Branch Capital
Massachusetts
$365K -$3.25K -35 -0.8%
PWA
58
Providence Wealth Advisors
Illinois
$351K -$6.5K -70 -2%
Mercer Global Advisors
59
Mercer Global Advisors
Colorado
$343K -$141K -1,519 -28%
HBCM
60
Heron Bay Capital Management
Michigan
$342K
Northwestern Mutual Wealth Management
61
Northwestern Mutual Wealth Management
Wisconsin
$333K +$251K +2,704 +235%
Truist Financial
62
Truist Financial
North Carolina
$290K -$18.1K -195 -5%
FAFN
63
First Affirmative Financial Network
Colorado
$269K +$289K +3,114 New
SSWM
64
Sheets Smith Wealth Management
North Carolina
$259K +$279K +3,000 New
CCB
65
Cutter & Co Brokerage
Missouri
$256K
BFG
66
Barber Financial Group
Kansas
$255K -$16.5K -178 -6%
SWM
67
Spire Wealth Management
Virginia
$255K +$2.51K +27 +0.9%
CFO
68
Collective Family Office
Pennsylvania
$234K -$416K -4,477 -62%
PA
69
PFG Advisors
Arizona
$218K -$15.5K -167 -6%
CST
70
Charles Schwab Trust
Nevada
$202K
KIG
71
Kowal Investment Group
Wisconsin
$120K +$129K +1,386 New
MIFH
72
Migdal Insurance & Financial Holdings
Israel
$97K +$104K +1,121 New
GLLW
73
Graves Light Lenhart Wealth
Virginia
$92K
WWMSC
74
Wagner Wealth Management (South Carolina)
South Carolina
$85K -$156K -1,680 -64%
FA
75
Flagstar Advisors
New York
$80K +$85.9K +925 New