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abrdn Physical Precious Metals Basket Shares ETF

129 hedge funds and large institutions have $452M invested in abrdn Physical Precious Metals Basket Shares ETF in 2022 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 36 increasing their positions, 41 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

158% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 12

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

16% more capital invested

Capital invested by funds: $389M → $452M (+$62.9M)

15% more funds holding

Funds holding: 112129 (+17)

4.16% more ownership

Funds ownership: 40.61%44.76% (+4.2%)

12% less repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 41

Holders
129
Holders Change
+17
Holders Change %
+15.18%
% of All Funds
2.07%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.1%
New
31
Increased
36
Reduced
41
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WBC
76
West Branch Capital
Massachusetts
$326K
SWP
77
Stratos Wealth Partners
Ohio
$320K -$19K -225 -6%
ACM
78
Advance Capital Management
Michigan
$315K -$7.52K -89 -2%
VPP
79
Vertex Planning Partners
Illinois
$314K +$298K +3,523 New
CCB
80
Cutter & Co Brokerage
Missouri
$300K
Mariner
81
Mariner
Kansas
$294K
BWP
82
Balboa Wealth Partners
Arizona
$278K +$263K +3,116 New
LMKC
83
L.M. Kohn & Company
Ohio
$271K +$256K +3,033 New
Baird Financial Group
84
Baird Financial Group
Wisconsin
$246K -$145K -1,721 -38%
HSA
85
HBK Sorce Advisory
Pennsylvania
$243K +$230K +2,728 New
GWM
86
Geneos Wealth Management
Colorado
$242K +$59.1K +700 +35%
FAFN
87
First Affirmative Financial Network
Colorado
$236K -$10.7K -127 -5%
CAN
88
Cetera Advisor Networks
California
$232K +$1.69K +20 +0.8%
DIP
89
Davis Investment Partners
North Carolina
$224K +$220K +2,600 New
Mercer Global Advisors
90
Mercer Global Advisors
Colorado
$224K -$85.8K -1,016 -29%
IA
91
IFP Advisors
Florida
$218K -$36.6K -433 -10%
VFIC
92
Valley Forge Investment Consultants
Pennsylvania
$203K +$192K +2,270 New
ACP
93
Arcus Capital Partners
Georgia
$121K +$115K +1,357 New
WAS
94
Winch Advisory Services
Wisconsin
$72K
MCC
95
Money Concepts Capital
Florida
$47.5K +$30.2K +357 +204%
HI
96
Harbour Investments
Wisconsin
$45.3K +$27.3K +323 +175%
HNB
97
Huntington National Bank
Ohio
$44K
Fifth Third Bancorp
98
Fifth Third Bancorp
Ohio
$38.5K +$36.5K +432 New
GRP
99
Global Retirement Partners
California
$37.3K
NA
100
NewEdge Advisors
Louisiana
$26.6K +$25.2K +298 New