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abrdn Physical Precious Metals Basket Shares ETF

126 hedge funds and large institutions have $413M invested in abrdn Physical Precious Metals Basket Shares ETF in 2022 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 36 increasing their positions, 37 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 14

6% more funds holding

Funds holding: 119126 (+7)

1.6% more ownership

Funds ownership: 37.19%38.79% (+1.6%)

3% less repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 37

5% less capital invested

Capital invested by funds: $434M → $413M (-$21.4M)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

Holders
126
Holders Change
+7
Holders Change %
+5.88%
% of All Funds
2.12%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.12%
New
23
Increased
36
Reduced
37
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TRIA
76
Trail Ridge Investment Advisors
Colorado
$275K
FAFN
77
First Affirmative Financial Network
Colorado
$263K -$18K -198 -6%
Mercer Global Advisors
78
Mercer Global Advisors
Colorado
$242K -$25.4K -279 -9%
HF
79
HRT Financial
New York
$232K +$247K +2,721 New
First Trust Advisors
80
First Trust Advisors
Illinois
$220K +$234K +2,578 New
VFIC
81
Valley Forge Investment Consultants
Pennsylvania
$204K
IA
82
IFP Advisors
Florida
$197K
BTI
83
Blue Trust Inc
Georgia
$164K +$155K +1,707 New
SWM
84
Spire Wealth Management
Virginia
$158K -$84.9K -934 -34%
CFO
85
CVA Family Office
Colorado
$148K
CWM
86
Curi Wealth Management
North Carolina
$72K
GWM
87
Geneos Wealth Management
Colorado
$72K +$77.9K +857 New
WAS
88
Winch Advisory Services
Wisconsin
$68K
CAPTRUST Financial Advisors
89
CAPTRUST Financial Advisors
North Carolina
$54K +$13K +143 +29%
WWMSC
90
Wagner Wealth Management (South Carolina)
South Carolina
$53K +$56K +616 New
HNB
91
Huntington National Bank
Ohio
$50K
GLLW
92
Graves Light Lenhart Wealth
Virginia
$38K -$55.8K -614 -58%
GRP
93
Global Retirement Partners
California
$36K
CLOS
94
Compagnie Lombard Odier SCmA
Switzerland
$34K +$36.4K +400 New
Citigroup
95
Citigroup
New York
$32K +$33.9K +373 +37,300%
APA
96
American Portfolios Advisors
New York
$29.6K -$59.8K -658 -65%
SPIA
97
Steward Partners Investment Advisory
New York
$23K
RG
98
Retirement Group
California
$21K
SBL
99
Sargent Bickham Lagudis
Colorado
$21K
CFN
100
Cordasco Financial Network
Florida
$18K