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abrdn Physical Precious Metals Basket Shares ETF

139 hedge funds and large institutions have $428M invested in abrdn Physical Precious Metals Basket Shares ETF in 2024 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 47 increasing their positions, 47 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.56% more ownership

Funds ownership: 42.63%45.18% (+2.6%)

4% more capital invested

Capital invested by funds: $410M → $428M (+$18.3M)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

0% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 47

8% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 12

1% less funds holding

Funds holding: 141139 (-2)

Holders
139
Holders Change
-2
Holders Change %
-1.42%
% of All Funds
2%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
11
Increased
47
Reduced
47
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HI
76
Harbour Investments
Wisconsin
$352K +$72.9K +681 +28%
PVI
77
Pine Valley Investments
New Jersey
$344K -$53.4K -499 -14%
WBC
78
West Branch Capital
Massachusetts
$339K -$20.7K -193 -6%
CB
79
Commerce Bank
Missouri
$339K
CWM
80
Congress Wealth Management
Massachusetts
$332K -$1.94M -18,136 -86%
EWM
81
Endowment Wealth Management
Wisconsin
$327K -$46.5K -434 -13%
FAFN
82
First Affirmative Financial Network
Colorado
$327K -$321 -3 -0.1%
FFA
83
Farther Finance Advisors
California
$308K +$8.99K +84 +3%
Baird Financial Group
84
Baird Financial Group
Wisconsin
$308K +$14.7K +137 +5%
SCM
85
Saxony Capital Management
Missouri
$304K -$750 -7 -0.3%
DIP
86
Davis Investment Partners
North Carolina
$298K
EH
87
Equitable Holdings
New York
$291K
WANY
88
Wealthspire Advisors (New York)
New York
$289K +$273K +2,552 New
SWP
89
Stratos Wealth Partners
Ohio
$282K +$46.4K +433 +21%
SFA
90
Sequoia Financial Advisors
Ohio
$280K +$265K +2,472 New
AAS
91
Avantax Advisory Services
Texas
$279K -$61K -570 -19%
PA
92
PFG Advisors
Arizona
$273K +$214 +2 +0.1%
MA
93
Mutual Advisors
Nebraska
$269K -$8.57K -80 -3%
BCM
94
Brookstone Capital Management
Illinois
$266K +$7.82K +73 +3%
FHA
95
Flagship Harbor Advisors
Massachusetts
$261K +$9.64K +90 +4%
VFIC
96
Valley Forge Investment Consultants
Pennsylvania
$257K
GAA
97
Global Assets Advisory
Florida
$249K +$3.21K +30 +1%
SPIA
98
Steward Partners Investment Advisory
New York
$212K -$90.1K -841 -31%
KAS
99
Kestra Advisory Services
Texas
$208K -$89.3K -834 -31%
PWM
100
Perigon Wealth Management
California
$207K -$221K -2,063 -53%