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abrdn Physical Precious Metals Basket Shares ETF

37 hedge funds and large institutions have $63.2M invested in abrdn Physical Precious Metals Basket Shares ETF in 2016 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 11 increasing their positions, 6 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 2

83% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 6

36% more capital invested

Capital invested by funds: $46.4M → $63.2M (+$16.8M)

23% more funds holding

Funds holding: 3037 (+7)

2.78% more ownership

Funds ownership: 28.32%31.09% (+2.8%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
37
Holders Change
+7
Holders Change %
+23.33%
% of All Funds
0.99%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
10
Increased
11
Reduced
6
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CSIA
1
Charles Schwab Investment Advisory
California
$26.4M -$1.5M -24,352 -6%
UBS Group
2
UBS Group
Switzerland
$6.07M +$724K +11,736 +15%
CMP
3
Courage Miller Partners
Virginia
$4.59M -$283K -4,591 -6%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$3.89M +$3.56M +57,814 +4,273%
Wells Fargo
5
Wells Fargo
California
$3.47M +$2.9M +47,019 +813%
Wealth Enhancement Advisory Services
6
Wealth Enhancement Advisory Services
Minnesota
$2.33M +$238K +3,866 +12%
Morgan Stanley
7
Morgan Stanley
New York
$2.28M +$842K +13,652 +65%
Bank of America
8
Bank of America
North Carolina
$2.14M +$191K +3,094 +11%
AA
9
Advisory Alpha
Michigan
$1.68M +$200K +3,243 +15%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$1.23M +$893K +14,481 +345%
UCFA
11
United Capital Financial Advisors
Texas
$1.23M +$1.14M +18,570 New
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$1.21M +$1.14M +18,447 New
VFS
13
VSR Financial Services
Kansas
$1.09M +$1.03M +16,629 New
RBC
14
Ronald Blue & Co
Georgia
$1.08M -$712K -11,545 -41%
LPL Financial
15
LPL Financial
California
$832K -$505K -8,186 -40%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$723K +$456K +7,401 +206%
IA
17
IFP Advisors
Florida
$703K +$659K +10,694 New
KIA
18
KCM Investment Advisors
California
$372K
BRWA
19
B. Riley Wealth Advisors
Florida
$348K +$550K +8,925 New
CCB
20
Cutter & Co Brokerage
Missouri
$339K
SWP
21
Stratos Wealth Partners
Ohio
$265K +$248K +4,026 New
FIM
22
Fernwood Investment Management
Massachusetts
$237K
HFS
23
HL Financial Services
Kentucky
$210K +$196K +3,186 New
KKAMG
24
Kernodle & Katon Asset Management Group
Arkansas
$168K
GI
25
Gradient Investments
Minnesota
$90K -$139K -2,251 -62%