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abrdn Physical Precious Metals Basket Shares ETF

155 hedge funds and large institutions have $485M invested in abrdn Physical Precious Metals Basket Shares ETF in 2024 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 38 increasing their positions, 49 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 9

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

13% more capital invested

Capital invested by funds: $428M → $485M (+$56.2M)

12% more funds holding

Funds holding: 139155 (+16)

1.16% more ownership

Funds ownership: 45.18%46.34% (+1.2%)

22% less repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 49

Holders
155
Holders Change
+16
Holders Change %
+11.51%
% of All Funds
2.04%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.09%
New
27
Increased
38
Reduced
49
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWP
101
Stratos Wealth Partners
Ohio
$260K -$13.4K -117 -5%
VFIC
102
Valley Forge Investment Consultants
Pennsylvania
$249K
GAA
103
Global Assets Advisory
Florida
$238K -$5.71K -50 -2%
FHA
104
Flagship Harbor Advisors
Massachusetts
$213K -$41.2K -361 -16%
VPP
105
Vertex Planning Partners
Illinois
$208K +$216K +1,896 New
PWM
106
Perigon Wealth Management
California
$206K -$3.08K -27 -1%
SPIA
107
Steward Partners Investment Advisory
New York
$205K
PIA
108
Perennial Investment Advisors
California
$200K +$208K +1,822 New
IMC
109
Investment Management Corporation
Virginia
$177K +$184K +1,608 New
SL
110
Salomon & Ludwin
Virginia
$169K
GWM
111
Geneos Wealth Management
Colorado
$155K
PA
112
Parallel Advisors
California
$94.4K
WWP
113
WR Wealth Planners
Missouri
$90.3K -$37.2K -326 -28%
WAS
114
Winch Advisory Services
Wisconsin
$88.1K
FF
115
Friedenthal Financial
New Jersey
$75.4K -$3.42K -30 -4%
CA
116
CoreCap Advisors
Michigan
$53.9K
CP
117
Castleview Partners
Texas
$52.5K
PCWA
118
Pacific Capital Wealth Advisors
California
$48.2K
CT
119
Colonial Trust
South Carolina
$43.3K
MCM
120
MAI Capital Management
Ohio
$42.8K +$44.5K +390 New
Carson Wealth (CWM LLC)
121
Carson Wealth (CWM LLC)
Nebraska
$42K -$1.14K -10 -3%
CIBC Private Wealth Group
122
CIBC Private Wealth Group
Georgia
$31K -$15K -131 -32%
NCM
123
Northwest Capital Management
Oregon
$29.3K
GRP
124
Global Retirement Partners
California
$22K -$97K -850 -81%
OSNBOA
125
Old Second National Bank of Aurora
Illinois
$22K