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abrdn Physical Precious Metals Basket Shares ETF

139 hedge funds and large institutions have $428M invested in abrdn Physical Precious Metals Basket Shares ETF in 2024 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 47 increasing their positions, 47 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.56% more ownership

Funds ownership: 42.63%45.18% (+2.6%)

4% more capital invested

Capital invested by funds: $410M → $428M (+$18.3M)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

0% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 47

8% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 12

1% less funds holding

Funds holding: 141139 (-2)

Holders
139
Holders Change
-2
Holders Change %
-1.42%
% of All Funds
2%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
11
Increased
47
Reduced
47
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FSA
51
Financial Services Advisory
Maryland
$852K +$805K +7,522 New
Creative Planning
52
Creative Planning
Kansas
$849K -$199K -1,856 -20%
LWP
53
Laurel Wealth Planning
Minnesota
$707K -$16.6K -155 -2%
CWM
54
Centric Wealth Management
Illinois
$635K +$13.4K +125 +2%
AF
55
Amara Financial
California
$610K +$577K +5,387 New
TF
56
Trek Financial
Arizona
$610K +$207K +1,929 +56%
RJA
57
Raymond James & Associates
Florida
$578K +$49.7K +464 +10%
BWA
58
Burt Wealth Advisors
Maryland
$567K
Mariner
59
Mariner
Kansas
$566K -$8.24K -77 -2%
LJAC
60
L.J. Altfest & Co
New York
$560K -$164K -1,530 -24%
PIA
61
Powell Investment Advisors
Florida
$551K
Envestnet Portfolio Solutions
62
Envestnet Portfolio Solutions
Illinois
$529K +$141K +1,317 +39%
BTI
63
Blue Trust Inc
Georgia
$529K
HGA
64
Hobbs Group Advisors
South Carolina
$520K -$11.1K -104 -2%
NA
65
NewEdge Advisors
Louisiana
$512K +$93.4K +872 +24%
JCIA
66
Jackson Creek Investment Advisors
Colorado
$507K -$37.2K -347 -7%
WCM
67
Winthrop Capital Management
Indiana
$463K
NL
68
NWAM LLC
Washington
$454K +$429K +4,009 New
PAG
69
Private Advisor Group
New Jersey
$443K -$321 -3 -0.1%
IWC
70
Integrated Wealth Concepts
Massachusetts
$426K -$23.9K -223 -6%
ACM
71
Advance Capital Management
Michigan
$404K +$19.4K +181 +5%
CCB
72
Cutter & Co Brokerage
Missouri
$381K
Focus Partners Wealth
73
Focus Partners Wealth
Massachusetts
$380K -$5.38M -50,229 -94%
SMA
74
Seven Mile Advisory
New Jersey
$374K
CFG
75
Citizens Financial Group
Rhode Island
$352K +$9.74K +91 +3%