We are live on ! Find out more
GLTR icon

abrdn Physical Precious Metals Basket Shares ETF

155 hedge funds and large institutions have $485M invested in abrdn Physical Precious Metals Basket Shares ETF in 2024 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 38 increasing their positions, 49 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 9

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

13% more capital invested

Capital invested by funds: $428M → $485M (+$56.2M)

12% more funds holding

Funds holding: 139155 (+16)

1.16% more ownership

Funds ownership: 45.18%46.34% (+1.2%)

22% less repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 49

Holders
155
Holders Change
+16
Holders Change %
+11.51%
% of All Funds
2.04%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.09%
New
27
Increased
38
Reduced
49
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
51
Cambridge Investment Research Advisors
Iowa
$984K -$43.5K -381 -4%
RL
52
Retireful LLC
Michigan
$959K +$997K +8,734 New
Creative Planning
53
Creative Planning
Kansas
$956K +$139K +1,216 +16%
Mercer Global Advisors
54
Mercer Global Advisors
Colorado
$896K +$931K +8,156 New
MML Investors Services
55
MML Investors Services
Massachusetts
$875K -$124K -1,082 -12%
RWP
56
RWA Wealth Partners
Massachusetts
$814K -$149K -1,309 -15%
TC
57
TAP Consulting
Missouri
$800K -$55.5K -486 -6%
TF
58
Trek Financial
Arizona
$785K +$201K +1,764 +33%
VA
59
Valmark Advisers
Ohio
$765K +$795K +6,966 New
CWA
60
Carolina Wealth Advisors
South Carolina
$713K -$126K -1,103 -15%
NA
61
NewEdge Advisors
Louisiana
$644K +$154K +1,347 +30%
LWP
62
Laurel Wealth Planning
Minnesota
$644K -$43.3K -379 -6%
Envestnet Portfolio Solutions
63
Envestnet Portfolio Solutions
Illinois
$583K +$72.7K +637 +14%
NL
64
NWAM LLC
Washington
$552K +$116K +1,017 +25%
BWA
65
Burt Wealth Advisors
Maryland
$550K
LJAC
66
L.J. Altfest & Co
New York
$542K
PIA
67
Powell Investment Advisors
Florida
$530K -$4.11K -36 -0.7%
AF
68
Amara Financial
California
$523K -$70.8K -620 -12%
HGA
69
Hobbs Group Advisors
South Carolina
$523K +$20.2K +177 +4%
BTI
70
Blue Trust Inc
Georgia
$497K -$69.5K -609 -12%
IAIM
71
International Assets Investment Management
Florida
$493K -$56.9M -498,028 -99%
JCIA
72
Jackson Creek Investment Advisors
Colorado
$485K -$6.74K -59 -1%
WCM
73
Winthrop Capital Management
Indiana
$448K
PAG
74
Private Advisor Group
New Jersey
$435K +$5.71K +50 +1%
IWC
75
Integrated Wealth Concepts
Massachusetts
$412K -$1.6K -14 -0.4%