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abrdn Physical Precious Metals Basket Shares ETF

35 hedge funds and large institutions have $31.6M invested in abrdn Physical Precious Metals Basket Shares ETF in 2015 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 8 increasing their positions, 10 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4.78% less ownership

Funds ownership: 26.57%21.79% (-4.8%)

8% less funds holding

Funds holding: 3835 (-3)

20% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 10

24% less capital invested

Capital invested by funds: $41.4M → $31.6M (-$9.82M)

43% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 7

Holders
35
Holders Change
-3
Holders Change %
-7.89%
% of All Funds
0.94%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
4
Increased
8
Reduced
10
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$5.74M +$178K +2,910 +3%
SCM
2
SCS Capital Management
Massachusetts
$4.33M -$4.47M -72,951 -50%
CMP
3
Courage Miller Partners
Virginia
$4.31M +$66K +1,078 +2%
JG
4
Jefferies Group
New York
$3.67M -$2.33M -38,014 -38%
Morgan Stanley
5
Morgan Stanley
New York
$2.77M -$1.39M -22,684 -33%
ACM
6
Avalon Capital Management
California
$1.91M +$1.98M +32,373 New
Bank of America
7
Bank of America
North Carolina
$1.19M -$813K -13,285 -40%
AA
8
Advisory Alpha
Michigan
$1.19M +$40.3K +659 +3%
Wealth Enhancement Advisory Services
9
Wealth Enhancement Advisory Services
Minnesota
$844K +$126K +2,058 +17%
LPL Financial
10
LPL Financial
California
$824K -$11.8K -193 -1%
Ameriprise
11
Ameriprise
Minnesota
$713K -$50.8K -830 -6%
KIA
12
KCM Investment Advisors
California
$551K
Wells Fargo
13
Wells Fargo
California
$548K -$185K -3,024 -25%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$544K -$12.9K -210 -2%
CSIA
15
Charles Schwab Investment Advisory
California
$410K +$425K +6,935 New
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$362K +$9.49K +155 +3%
CCB
17
Cutter & Co Brokerage
Missouri
$344K
M&T Bank
18
M&T Bank
New York
$250K +$238K +3,892 New
FIM
19
Fernwood Investment Management
Massachusetts
$242K
GI
20
Gradient Investments
Minnesota
$219K +$42.6K +696 +23%
HCM
21
Horrell Capital Management
Arkansas
$195K
MAA
22
Managed Account Advisors
New Jersey
$182K +$87.3K +1,426 +86%
PNC Financial Services Group
23
PNC Financial Services Group
Pennsylvania
$80K
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$45K
AIG
25
American International Group
New York
$35.5K -$9.18K -150 -20%

GLTR Hedge Fund Activity: Q2 2015 in Review

35 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in abrdn Physical Precious Metals Basket Shares ETF (GLTR) for Q2 2015, worth a combined $31.6M — down 24% from $41.4M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of GLTR and 4 opened new positions — a net loss of 3 holders — while 10 trimmed existing stakes and 8 added.

The largest buyer was Avalon Capital Management, opening a new position worth an estimated $1.98M. The largest seller was SCS Capital Management, cutting an estimated $4.47M.

  • 35 institutional investors held abrdn Physical Precious Metals Basket Shares ETF (GLTR) as of Q2 2015, down from 38 in Q1 2015.
  • Funds reported $31.6M of abrdn Physical Precious Metals Basket Shares ETF stock for Q2 2015, down 24% quarter-over-quarter.
  • 4 funds opened new abrdn Physical Precious Metals Basket Shares ETF positions in Q2 2015 and 7 closed out, a net change of -3 holders.
  • The largest abrdn Physical Precious Metals Basket Shares ETF buyer in Q2 2015 was Avalon Capital Management, an estimated $1.98M added.
  • The largest abrdn Physical Precious Metals Basket Shares ETF seller in Q2 2015 was SCS Capital Management, an estimated $4.47M sold.

Based on aggregated 13F filings for Q2 2015.