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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
SWP
101
Stratos Wealth Partners
Ohio
$212K -$57.6K -560 -21%
GWM
102
Geneos Wealth Management
Colorado
$166K -$78.6K -765 -32%
SL
103
Salomon & Ludwin
Virginia
$159K
WWP
104
WR Wealth Planners
Missouri
$157K -$28.9K -281 -16%
GRP
105
Global Retirement Partners
California
$108K +$87.4K +850 +425%
PA
106
Parallel Advisors
California
$88.6K
WAS
107
Winch Advisory Services
Wisconsin
$82.6K
FF
108
Friedenthal Financial
New Jersey
$70.7K -$29.4K -286 -29%
CP
109
Castleview Partners
Texas
$48.4K -$5.65K -55 -10%
PCWA
110
Pacific Capital Wealth Advisors
California
$45.2K -$3M -29,212 -99%
Carson Wealth (CWM LLC)
111
Carson Wealth (CWM LLC)
Nebraska
$39K -$13.3K -129 -25%
CIBC Private Wealth Group
112
CIBC Private Wealth Group
Georgia
$29.1K
NCM
113
Northwest Capital Management
Oregon
$27.5K -$14.9K -145 -35%
HGERS
114
Householder Group Estate & Retirement Specialist
Arizona
$27K -$411 -4 -1%
OSNBOA
115
Old Second National Bank of Aurora
Illinois
$20.6K
SIC
116
Salem Investment Counselors
North Carolina
$17.9K
GCM
117
Gables Capital Management
Florida
$17K +$17K +165 New
Jones Financial Companies
118
Jones Financial Companies
Missouri
$16.9K +$16.9K +164 New
IA
119
IFP Advisors
Florida
$16.8K -$411 -4 -2%
AF
120
Allworth Financial
California
$16.4K
SWM
121
Spire Wealth Management
Virginia
$14.2K -$224K -2,178 -94%
PNC Financial Services Group
122
PNC Financial Services Group
Pennsylvania
$12.9K -$103 -1 -0.8%
CWC
123
Carolinas Wealth Consulting
North Carolina
$12.3K +$617 +6 +5%
AWM
124
Avior Wealth Management
Nebraska
$11.1K
CIA
125
Cape Investment Advisory
Georgia
$10.3K