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abrdn Physical Precious Metals Basket Shares ETF

46 hedge funds and large institutions have $87.2M invested in abrdn Physical Precious Metals Basket Shares ETF in 2016 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 7 increasing their positions, 19 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 7

5% more funds holding

Funds holding: 4446 (+2)

3.72% more ownership

Funds ownership: 30.32%34.03% (+3.7%)

4% more capital invested

Capital invested by funds: $83.6M → $87.2M (+$3.56M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

63% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 19

Holders
46
Holders Change
+2
Holders Change %
+4.55%
% of All Funds
1.15%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
9
Increased
7
Reduced
19
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CSIA
1
Charles Schwab Investment Advisory
California
$45M +$24.6M +402,995 +106%
UBS Group
2
UBS Group
Switzerland
$8.38M +$2.84M +46,520 +47%
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$4.14M +$1.49M +24,488 +52%
CMP
4
Courage Miller Partners
Virginia
$4.05M +$105K +1,725 +3%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$3.07M -$2.51M -41,210 -44%
Bank of America
6
Bank of America
North Carolina
$3.06M -$346K -5,680 -10%
Wells Fargo
7
Wells Fargo
California
$3.01M -$140K -2,294 -4%
Morgan Stanley
8
Morgan Stanley
New York
$2.12M -$1.3M -21,336 -37%
AIP
9
Almanack Investment Partners
Pennsylvania
$1.8M +$1.91M +31,296 New
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$1.17M -$43.7K -717 -3%
UCFA
11
United Capital Financial Advisors
Texas
$1.08M -$790K -12,961 -41%
IA
12
IFP Advisors
Florida
$1.05M +$451K +7,393 +68%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$1.04M -$134K -2,200 -11%
ACM
14
Avalon Capital Management
California
$998K +$1.06M +17,336 New
LPL Financial
15
LPL Financial
California
$800K -$16.4K -269 -2%
AWMG
16
Alliance Wealth Management Group
New Jersey
$634K +$672K +11,020 New
Ameriprise
17
Ameriprise
Minnesota
$620K +$1.1K +18 +0.2%
RJA
18
Raymond James & Associates
Florida
$543K -$1.5M -24,526 -72%
TYCC
19
Texas Yale Capital Corp
Florida
$507K +$537K +8,800 New
BWM
20
Braver Wealth Management
Massachusetts
$505K +$53.4K +875 +11%
Carson Wealth (CWM LLC)
21
Carson Wealth (CWM LLC)
Nebraska
$482K -$234K -3,833 -31%
RBC
22
Ronald Blue & Co
Georgia
$400K -$35.9K -588 -8%
AA
23
Advisory Alpha
Michigan
$353K -$1.24M -20,405 -77%
PAG
24
Pinnacle Advisory Group
Maryland
$352K +$373K +6,124 New
TCM
25
Tradewinds Capital Management
Washington
$316K +$335K +5,493 New