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abrdn Physical Precious Metals Basket Shares ETF

115 hedge funds and large institutions have $342M invested in abrdn Physical Precious Metals Basket Shares ETF in 2021 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 35 increasing their positions, 34 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

87% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 15

12% more funds holding

Funds holding: 103115 (+12)

7% more capital invested

Capital invested by funds: $318M → $342M (+$23.8M)

2.22% more ownership

Funds ownership: 33.08%35.29% (+2.2%)

3% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 34

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

Holders
115
Holders Change
+12
Holders Change %
+11.65%
% of All Funds
1.77%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
28
Increased
35
Reduced
34
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
76
Spire Wealth Management
Virginia
$235K -$28.7K -322 -11%
HNB
77
Huntington National Bank
Ohio
$102K
GLLW
78
Graves Light Lenhart Wealth
Virginia
$95K
WWMSC
79
Wagner Wealth Management (South Carolina)
South Carolina
$85K
CWM
80
Curi Wealth Management
North Carolina
$75K +$74.9K +841 New
EVM
81
Eaton Vance Management
Massachusetts
$70K
LWA
82
Lenox Wealth Advisors
New York
$60K
RDIA
83
RE Dickinson Investment Advisors
Iowa
$58K +$57.7K +647 New
CAPTRUST Financial Advisors
84
CAPTRUST Financial Advisors
North Carolina
$54K -$15.5K -174 -22%
TC
85
TAP Consulting
Missouri
$50K +$49.9K +560 New
FAG
86
Fortitude Advisory Group
Washington
$27K +$26.7K +300 New
CFRPA
87
Castle Financial & Retirement Planning Associates
New Jersey
$24K +$23.3K +262 New
SBL
88
Sargent Bickham Lagudis
Colorado
$22K -$22.3K -250 -50%
RG
89
Retirement Group
California
$22K
GAM
90
Gemmer Asset Management
California
$20K +$19.8K +222 New
CFN
91
Cordasco Financial Network
Florida
$19K
OSNBOA
92
Old Second National Bank of Aurora
Illinois
$19K
WAS
93
Winch Advisory Services
Wisconsin
$18K
NFG
94
Next Financial Group
Texas
$17K +$12.5K +140 +304%
NL
95
NVWM LLC
Pennsylvania
$15K -$1.14M -12,835 -99%
IA
96
IFP Advisors
Florida
$15K
PFGIA
97
Patriot Financial Group Insurance Agency
Massachusetts
$11K +$713 +8 +7%
HI
98
Harbour Investments
Wisconsin
$10K -$67.9K -762 -87%
DWP
99
Destiny Wealth Partners
Florida
$10K +$9.71K +109 New
GWSG
100
GPS Wealth Strategies Group
Colorado
$9K