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abrdn Physical Precious Metals Basket Shares ETF

119 hedge funds and large institutions have $434M invested in abrdn Physical Precious Metals Basket Shares ETF in 2022 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 42 increasing their positions, 33 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 48 (+4)

54% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 13

27% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 33

27% more capital invested

Capital invested by funds: $342M → $434M (+$91.9M)

3% more funds holding

Funds holding: 115119 (+4)

1.9% more ownership

Funds ownership: 35.29%37.19% (+1.9%)

Holders
119
Holders Change
+4
Holders Change %
+3.48%
% of All Funds
1.88%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.13%
New
20
Increased
42
Reduced
33
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FAFN
76
First Affirmative Financial Network
Colorado
$316K -$29.2K -309 -9%
TRIA
77
Trail Ridge Investment Advisors
Colorado
$309K -$256K -2,709 -46%
Mercer Global Advisors
78
Mercer Global Advisors
Colorado
$299K -$26.4K -280 -8%
Truist Financial
79
Truist Financial
North Carolina
$267K -$26.4K -280 -9%
SWM
80
Spire Wealth Management
Virginia
$267K +$14.9K +158 +6%
ARC
81
Advisor Resource Council
Texas
$244K +$239K +2,535 New
PA
82
PFG Advisors
Arizona
$234K +$229K +2,431 New
VFIC
83
Valley Forge Investment Consultants
Pennsylvania
$230K +$226K +2,395 New
SAM
84
SignalPoint Asset Management
Missouri
$203K +$199K +2,114 New
IA
85
IFP Advisors
Florida
$197K +$298K +3,160 +1,904%
CFO
86
CVA Family Office
Colorado
$167K +$164K +1,740 New
RDIA
87
RE Dickinson Investment Advisors
Iowa
$135K +$72K +763 +118%
GLLW
88
Graves Light Lenhart Wealth
Virginia
$102K
APA
89
American Portfolios Advisors
New York
$96.6K +$88.9K +942 +1,495%
CWM
90
Curi Wealth Management
North Carolina
$80K
WAS
91
Winch Advisory Services
Wisconsin
$77K +$56.4K +598 +293%
LWA
92
Lenox Wealth Advisors
New York
$65K
HNB
93
Huntington National Bank
Ohio
$62K
CAPTRUST Financial Advisors
94
CAPTRUST Financial Advisors
North Carolina
$47K -$10.8K -115 -19%
GRP
95
Global Retirement Partners
California
$38K +$39.4K +418 New
FAG
96
Fortitude Advisory Group
Washington
$29K
CP
97
Castleview Partners
Texas
$28K -$2.5M -26,535 -99%
SPIA
98
Steward Partners Investment Advisory
New York
$26K +$15.8K +167 +167%
RG
99
Retirement Group
California
$24K
SBL
100
Sargent Bickham Lagudis
Colorado
$24K