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abrdn Physical Precious Metals Basket Shares ETF

230 hedge funds and large institutions have $1.21B invested in abrdn Physical Precious Metals Basket Shares ETF in 2025 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 69 increasing their positions, 51 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

242% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 19

35% more capital invested

Capital invested by funds: $897M → $1.21B (+$317M)

35% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 51

23% more funds holding

Funds holding: 187230 (+43)

10% more funds holding in top 10

Funds holding in top 10: 1011 (+1)

2.24% less ownership

Funds ownership: 50.21%47.97% (-2.2%)

Holders
230
Holders Change
+43
Holders Change %
+22.99%
% of All Funds
2.8%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.13%
New
65
Increased
69
Reduced
51
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Jones Financial Companies
51
Jones Financial Companies
Missouri
$3.71M +$1.03M +5,586 +45%
VA
52
Valmark Advisers
Ohio
$3.38M +$123K +672 +4%
MML Investors Services
53
MML Investors Services
Massachusetts
$3.27M +$1.08M +5,860 +58%
Citadel Advisors
54
Citadel Advisors
Florida
$3.11M +$2.78M +15,147 New
Creative Planning
55
Creative Planning
Kansas
$2.99M +$944K +5,142 +55%
SWM
56
SFG Wealth Management
Maryland
$2.94M +$2.62M +14,289 New
FCA
57
FLC Capital Advisors
California
$2.71M
Susquehanna International Group
58
Susquehanna International Group
Pennsylvania
$2.62M +$2.34M +12,728 New
SWIG
59
Strategic Wealth Investment Group
Kentucky
$2.49M -$2.2M -11,970 -50%
Envestnet Portfolio Solutions
60
Envestnet Portfolio Solutions
Illinois
$2.39M +$972K +5,292 +84%
IWC
61
Integrated Wealth Concepts
Massachusetts
$2.29M +$22K +120 +1%
GAA
62
Global Assets Advisory
Florida
$2M +$13.6K +74 +0.8%
MFG
63
Merit Financial Group
Georgia
$1.92M +$9.37K +51 +0.6%
Mercer Global Advisors
64
Mercer Global Advisors
Colorado
$1.79M -$36.6K -199 -2%
NA
65
NewEdge Advisors
Louisiana
$1.76M -$36.7K -200 -2%
IA
66
IFP Advisors
Florida
$1.74M +$1.15M +6,243 +282%
FFA
67
Farther Finance Advisors
California
$1.56M +$202K +1,101 +17%
BTI
68
Blue Trust Inc
Georgia
$1.55M +$222K +1,207 +19%
NS
69
NBC Securities
Alabama
$1.51M +$1.35M +7,326 New
KWM
70
Kingsview Wealth Management
Oregon
$1.51M +$843K +4,592 +168%
IWM
71
IHT Wealth Management
Illinois
$1.48M -$101K -551 -7%
SF
72
Summit Financial
New Jersey
$1.44M -$41.7K -227 -3%
CWA
73
Carolina Wealth Advisors
South Carolina
$1.43M -$62.3K -339 -5%
BCM
74
Brookstone Capital Management
Illinois
$1.33M +$605K +3,292 +104%
Cerity Partners
75
Cerity Partners
New York
$1.3M +$247K +1,346 +27%