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abrdn Physical Precious Metals Basket Shares ETF

133 hedge funds and large institutions have $450M invested in abrdn Physical Precious Metals Basket Shares ETF in 2023 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 41 increasing their positions, 42 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

186% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 7

10% more funds holding

Funds holding: 121133 (+12)

2.43% more ownership

Funds ownership: 46.53%48.96% (+2.4%)

2% less repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 42

2% less capital invested

Capital invested by funds: $461M → $450M (-$11.2M)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
133
Holders Change
+12
Holders Change %
+9.92%
% of All Funds
2.11%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
20
Increased
41
Reduced
42
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
51
HighTower Advisors
Illinois
$820K -$61.5K -700 -7%
BAM
52
Belpointe Asset Management
Nevada
$776K -$201K -2,293 -20%
AF
53
Advisornet Financial
Minnesota
$746K
DAS
54
Dynamic Advisor Solutions
Arizona
$741K +$774K +8,803 New
RWP
55
RWA Wealth Partners
Massachusetts
$738K
TI
56
Tidal Investments
Wisconsin
$728K -$587K -6,677 -44%
LWP
57
Laurel Wealth Planning
Minnesota
$670K -$66.3K -755 -9%
Cetera Investment Advisers
58
Cetera Investment Advisers
Illinois
$664K
FFN
59
Focus Financial Network
Minnesota
$662K -$33K -375 -5%
GAA
60
Global Assets Advisory
Florida
$617K -$533K -6,066 -45%
CWA
61
Carolina Wealth Advisors
South Carolina
$606K +$43.4K +494 +7%
Creative Planning
62
Creative Planning
Kansas
$603K +$75.4K +858 +14%
RJA
63
Raymond James & Associates
Florida
$550K -$174K -1,983 -23%
MML Investors Services
64
MML Investors Services
Massachusetts
$516K +$42.2K +480 +8%
AAS
65
Avantax Advisory Services
Texas
$500K +$34.4K +391 +7%
Mariner
66
Mariner
Kansas
$492K +$71.5K +814 +16%
IAIM
67
International Assets Investment Management
Florida
$469K -$46.8K -533 -9%
EWM
68
Endowment Wealth Management
Wisconsin
$445K -$27K -307 -5%
TA
69
Tactive Advisors
Florida
$441K +$461K +5,245 New
NL
70
NWAM LLC
Washington
$440K +$7.91K +90 +2%
PIA
71
Powell Investment Advisors
Florida
$430K -$188K -2,142 -30%
JCIA
72
Jackson Creek Investment Advisors
Colorado
$426K +$14.9K +170 +3%
BWA
73
Burt Wealth Advisors
Maryland
$422K
PWM
74
Perigon Wealth Management
California
$355K
SWM
75
Spire Wealth Management
Virginia
$334K +$176 +2 +0.1%