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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
FPAS
101
Focus Partners Advisor Solutions
Missouri
$206K +$194K +1,815 New
SL
102
Salomon & Ludwin
Virginia
$175K
GWM
103
Geneos Wealth Management
Colorado
$160K -$20.9K -195 -12%
WWP
104
WR Wealth Planners
Missouri
$130K -$40.7K -380 -25%
GRP
105
Global Retirement Partners
California
$119K
HGERS
106
Householder Group Estate & Retirement Specialist
Arizona
$113K +$78.3K +731 +271%
PA
107
Parallel Advisors
California
$97.4K
WAS
108
Winch Advisory Services
Wisconsin
$90.9K
FF
109
Friedenthal Financial
New Jersey
$81.2K +$3.21K +30 +4%
Jones Financial Companies
110
Jones Financial Companies
Missouri
$80.7K +$57.9K +541 +330%
CA
111
CoreCap Advisors
Michigan
$55.6K +$52.6K +491 New
CP
112
Castleview Partners
Texas
$53.2K
PCWA
113
Pacific Capital Wealth Advisors
California
$49.7K
CIBC Private Wealth Group
114
CIBC Private Wealth Group
Georgia
$46.1K +$14K +131 +47%
CT
115
Colonial Trust
South Carolina
$44.6K +$42.2K +394 New
Carson Wealth (CWM LLC)
116
Carson Wealth (CWM LLC)
Nebraska
$44K +$1.07K +10 +3%
NCM
117
Northwest Capital Management
Oregon
$30.2K
OSNBOA
118
Old Second National Bank of Aurora
Illinois
$22.7K
GCM
119
Gables Capital Management
Florida
$18.7K
IA
120
IFP Advisors
Florida
$18.5K
CWC
121
Carolinas Wealth Consulting
North Carolina
$16K +$2.36K +22 +18%
SWM
122
Spire Wealth Management
Virginia
$15.6K
AF
123
Allworth Financial
California
$14.2K -$3.43K -32 -20%
AWM
124
Avior Wealth Management
Nebraska
$12.2K
PNC Financial Services Group
125
PNC Financial Services Group
Pennsylvania
$11.3K -$2.68K -25 -20%