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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
HWMA
76
Heritage Wealth Management (Arizona)
Arizona
$78K -$135K -1,448 -62%
HI
77
Harbour Investments
Wisconsin
$76K
CAPTRUST Financial Advisors
78
CAPTRUST Financial Advisors
North Carolina
$67K +$2.79K +30 +4%
LWA
79
Lenox Wealth Advisors
New York
$58K
GRP
80
Global Retirement Partners
California
$57K +$10.7K +115 +21%
SFP
81
Sterling Financial Planning
New Jersey
$45K +$13K +140 +36%
SBL
82
Sargent Bickham Lagudis
Colorado
$43K +$23.2K +250 +100%
CAGAS
83
Capital Advisory Group Advisory Services
Minnesota
$24K
RG
84
Retirement Group
California
$22K
CFN
85
Cordasco Financial Network
Florida
$19K
WAS
86
Winch Advisory Services
Wisconsin
$18K
OSNBOA
87
Old Second National Bank of Aurora
Illinois
$17K
IA
88
IFP Advisors
Florida
$15K +$4K +43 +35%
WT
89
Whittier Trust
California
$13K
PFGIA
90
Patriot Financial Group Insurance Agency
Massachusetts
$10K +$464 +5 +5%
GWSG
91
GPS Wealth Strategies Group
Colorado
$9K
SPIA
92
Steward Partners Investment Advisory
New York
$9K
AWA
93
Arkadios Wealth Advisors
Georgia
$8K
CWC
94
Carolinas Wealth Consulting
North Carolina
$7K
MFT
95
Moisand Fitzgerald Tamayo
Florida
$6K
APA
96
American Portfolios Advisors
New York
$5.27K
BlackRock
97
BlackRock
New York
$5K
NFG
98
Next Financial Group
Texas
$4K -$21.3K -229 -83%
JWBC
99
John W. Brooker & Co
California
$2K
PNC Financial Services Group
100
PNC Financial Services Group
Pennsylvania
$2K