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abrdn Physical Precious Metals Basket Shares ETF

141 hedge funds and large institutions have $451M invested in abrdn Physical Precious Metals Basket Shares ETF in 2024 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 41 increasing their positions, 56 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 9

1.17% more ownership

Funds ownership: 48.61%49.78% (+1.2%)

1% more funds holding

Funds holding: 140141 (+1)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

3% less capital invested

Capital invested by funds: $462M → $451M (-$11.7M)

27% less repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 56

Holders
141
Holders Change
+1
Holders Change %
+0.71%
% of All Funds
2.03%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
13
Increased
41
Reduced
56
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PWM
76
Perigon Wealth Management
California
$374K -$29K -323 -8%
PAG
77
Private Advisor Group
New Jersey
$374K +$141K +1,575 +67%
SPIA
78
Steward Partners Investment Advisory
New York
$370K -$360K -4,011 -51%
EWM
79
Endowment Wealth Management
Wisconsin
$338K -$66.4K -739 -17%
CCB
80
Cutter & Co Brokerage
Missouri
$321K
BSW
81
Buckingham Strategic Wealth
Missouri
$320K +$301K +3,356 New
SMA
82
Seven Mile Advisory
New Jersey
$315K
WBC
83
West Branch Capital
Massachusetts
$304K
TSS
84
Two Sigma Securities
New York
$302K +$284K +3,159 New
CB
85
Commerce Bank
Missouri
$286K +$17.9K +199 +7%
CAN
86
Cetera Advisor Networks
California
$277K -$29K -323 -10%
FAFN
87
First Affirmative Financial Network
Colorado
$275K -$180 -2 -0.1%
DIP
88
Davis Investment Partners
North Carolina
$265K
Corient Private Wealth
89
Corient Private Wealth
Florida
$259K
FFA
90
Farther Finance Advisors
California
$258K +$228K +2,544 +1,857%
EH
91
Equitable Holdings
New York
$258K -$4.67K -52 -2%
PA
92
PFG Advisors
Arizona
$254K -$8.35K -93 -3%
ACM
93
Advance Capital Management
Michigan
$254K -$3.59K -40 -1%
Envestnet Portfolio Solutions
94
Envestnet Portfolio Solutions
Illinois
$251K +$236K +2,627 New
SWP
95
Stratos Wealth Partners
Ohio
$250K -$49.4K -550 -17%
VCWA
96
Vanguard Capital Wealth Advisors
Colorado
$233K -$48K -535 -18%
HI
97
Harbour Investments
Wisconsin
$231K +$185K +2,061 +568%
Baird Financial Group
98
Baird Financial Group
Wisconsin
$231K -$15.1K -168 -7%
GWM
99
Geneos Wealth Management
Colorado
$227K
MA
100
Mutual Advisors
Nebraska
$223K -$13.7K -153 -6%

GLTR Hedge Fund Activity: Q1 2024 in Review

141 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in abrdn Physical Precious Metals Basket Shares ETF (GLTR) for Q1 2024, worth a combined $451M — down 2.5% from $462M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new GLTR positions and 9 closed out — a net gain of 4 holders — while 41 added to existing stakes and 56 trimmed.

The largest buyer was Global Assets Advisory, opening a new position worth an estimated $20.9M. The largest seller was Morgan Stanley, cutting an estimated $33.8M.

  • 141 institutional investors held abrdn Physical Precious Metals Basket Shares ETF (GLTR) as of Q1 2024, up from 140 in Q4 2023.
  • Funds reported $451M of abrdn Physical Precious Metals Basket Shares ETF stock for Q1 2024, down 2.5% quarter-over-quarter.
  • 13 funds opened new abrdn Physical Precious Metals Basket Shares ETF positions in Q1 2024 and 9 closed out, a net change of +4 holders.
  • The largest abrdn Physical Precious Metals Basket Shares ETF buyer in Q1 2024 was Global Assets Advisory, an estimated $20.9M added.
  • The largest abrdn Physical Precious Metals Basket Shares ETF seller in Q1 2024 was Morgan Stanley, an estimated $33.8M sold.

Based on aggregated 13F filings for Q1 2024.