We are live on ! Find out more
GLTR icon

abrdn Physical Precious Metals Basket Shares ETF

33 hedge funds and large institutions have $58.6M invested in abrdn Physical Precious Metals Basket Shares ETF in 2015 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 12 increasing their positions, 7 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 7

70% more capital invested

Capital invested by funds: $34.6M → $58.6M (+$24.1M)

11.24% more ownership

Funds ownership: 24.94%36.18% (+11%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

11% less funds holding

Funds holding: 3733 (-4)

36% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 11

Holders
33
Holders Change
-4
Holders Change %
-10.81%
% of All Funds
0.87%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
7
Increased
12
Reduced
7
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CSIA
1
Charles Schwab Investment Advisory
California
$23.6M +$15M +273,586 +154%
RCYC
2
Richard C. Young & Co
Rhode Island
$8.9M +$9.36M +170,203 New
RBC
3
Ronald Blue & Co
Georgia
$5.61M +$4.3M +78,145 +269%
UBS Group
4
UBS Group
Switzerland
$4.22M -$398K -7,244 -8%
CMP
5
Courage Miller Partners
Virginia
$4.17M +$227K +4,123 +5%
Bank of America
6
Bank of America
North Carolina
$2.69M +$1.34M +24,456 +91%
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$1.83M +$1.92M +34,942 New
Morgan Stanley
8
Morgan Stanley
New York
$1.61M +$18.2K +331 +1%
Wealth Enhancement Advisory Services
9
Wealth Enhancement Advisory Services
Minnesota
$1.25M +$336K +6,110 +35%
AA
10
Advisory Alpha
Michigan
$1.14M +$74.8K +1,361 +7%
LPL Financial
11
LPL Financial
California
$1.06M +$388K +7,058 +54%
Wells Fargo
12
Wells Fargo
California
$362K -$44.7K -813 -10%
Jane Street
13
Jane Street
New York
$344K +$138K +2,504 +61%
KIA
14
KCM Investment Advisors
California
$295K -$106K -1,935 -26%
CCB
15
Cutter & Co Brokerage
Missouri
$269K -$15.1K -275 -5%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$264K -$61.7K -1,123 -18%
Ameriprise
17
Ameriprise
Minnesota
$247K -$209K -3,802 -45%
FIM
18
Fernwood Investment Management
Massachusetts
$214K
GI
19
Gradient Investments
Minnesota
$213K +$220 +4 +0.1%
KKAMG
20
Kernodle & Katon Asset Management Group
Arkansas
$133K +$140K +2,549 New
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$63K +$23K +418 +53%
AIG
22
American International Group
New York
$31K
MFS
23
MSI Financial Services
Massachusetts
$31K +$19.6K +356 +148%
BBPWM
24
Blue Bell Private Wealth Management
Pennsylvania
$26K +$27.5K +500 New
Citigroup
25
Citigroup
New York
$12K