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abrdn Physical Precious Metals Basket Shares ETF

141 hedge funds and large institutions have $410M invested in abrdn Physical Precious Metals Basket Shares ETF in 2024 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 38 increasing their positions, 51 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 15

0% more funds holding

Funds holding: 141141 (0)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

7.16% less ownership

Funds ownership: 49.78%42.63% (-7.2%)

9% less capital invested

Capital invested by funds: $451M → $410M (-$40.6M)

25% less repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 51

Holders
141
Holders Change
Holders Change %
0%
% of All Funds
2.04%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
18
Increased
38
Reduced
51
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Portfolio Solutions
76
Envestnet Portfolio Solutions
Illinois
$345K +$74.7K +727 +28%
EWM
77
Endowment Wealth Management
Wisconsin
$342K -$22.7K -221 -6%
SMA
78
Seven Mile Advisory
New Jersey
$340K
Corient Private Wealth
79
Corient Private Wealth
Florida
$335K +$55.6K +541 +20%
WBC
80
West Branch Capital
Massachusetts
$328K
Bank of Montreal
81
Bank of Montreal
Ontario, Canada
$326K -$9.71M -94,457 -97%
AAS
82
Avantax Advisory Services
Texas
$312K -$109K -1,065 -26%
CFG
83
Citizens Financial Group
Rhode Island
$311K +$310K +3,020 New
CB
84
Commerce Bank
Missouri
$308K
FAFN
85
First Affirmative Financial Network
Colorado
$297K +$822 +8 +0.3%
SPIA
86
Steward Partners Investment Advisory
New York
$279K -$120K -1,164 -30%
DIP
87
Davis Investment Partners
North Carolina
$278K
SCM
88
Saxony Capital Management
Missouri
$277K +$276K +2,688 New
KAS
89
Kestra Advisory Services
Texas
$275K +$46.9K +456 +21%
FFA
90
Farther Finance Advisors
California
$272K -$4.52K -44 -2%
Baird Financial Group
91
Baird Financial Group
Wisconsin
$266K +$17.4K +169 +7%
EH
92
Equitable Holdings
New York
$265K -$13.1K -127 -5%
HI
93
Harbour Investments
Wisconsin
$250K
PA
94
PFG Advisors
Arizona
$248K -$26.5K -258 -10%
BCM
95
Brookstone Capital Management
Illinois
$244K +$9.97K +97 +4%
MA
96
Mutual Advisors
Nebraska
$239K
VFIC
97
Valley Forge Investment Consultants
Pennsylvania
$234K
FHA
98
Flagship Harbor Advisors
Massachusetts
$228K
GAA
99
Global Assets Advisory
Florida
$221K -$23.7M -230,899 -99%
KC
100
Knuff & Co
California
$212K +$212K +2,059 New