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abrdn Physical Precious Metals Basket Shares ETF

47 hedge funds and large institutions have $105M invested in abrdn Physical Precious Metals Basket Shares ETF in 2017 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 14 increasing their positions, 16 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)

1% less capital invested

Capital invested by funds: $106M → $105M (-$716K)

1.88% less ownership

Funds ownership: 34.67%32.79% (-1.9%)

10% less funds holding

Funds holding: 5247 (-5)

13% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 16

57% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 7

Holders
47
Holders Change
-5
Holders Change %
-9.62%
% of All Funds
1.17%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
3
Increased
14
Reduced
16
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
$47M -$896K -14,262 -2%
Wells Fargo
2
Wells Fargo
California
$9.44M +$354K +5,631 +4%
PFM
3
Peak Financial Management
Massachusetts
$8.46M +$680K +10,825 +9%
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$6M +$890K +14,157 +16%
Bank of America
5
Bank of America
North Carolina
$5.19M +$1.7M +27,051 +47%
UBS Group
6
UBS Group
Switzerland
$4.52M -$244K -3,883 -5%
CMP
7
Courage Miller Partners
Virginia
$4.43M +$59.5K +946 +1%
AIP
8
Almanack Investment Partners
Pennsylvania
$3.11M +$711K +11,314 +29%
Morgan Stanley
9
Morgan Stanley
New York
$2.84M +$1.42M +22,575 +96%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$2.56M -$181K -2,873 -6%
VF
11
Virtu Financial
New York
$1.41M +$196K +3,122 +16%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$1.26M -$4.84K -77 -0.4%
IA
13
IFP Advisors
Florida
$1.21M +$81.5K +1,297 +7%
VKH
14
Virtu KCG Holdings
New York
$1.04M +$1.06M +16,869 New
PAG
15
Pinnacle Advisory Group
Maryland
$868K +$194K +3,085 +28%
LPL Financial
16
LPL Financial
California
$757K -$285K -4,533 -27%
AA
17
Advisory Alpha
Michigan
$576K +$186K +2,955 +47%
RWP
18
RWA Wealth Partners
Massachusetts
$542K
RJA
19
Raymond James & Associates
Florida
$520K -$28K -445 -5%
Ameriprise
20
Ameriprise
Minnesota
$451K +$20.1K +320 +5%
RIL
21
Rothschild Investment LLC
Illinois
$427K +$130K +2,065 +43%
MC
22
Moors & Cabot
Massachusetts
$417K +$73.2K +1,165 +21%
TCM
23
Tradewinds Capital Management
Washington
$372K -$29K -462 -7%
CCB
24
Cutter & Co Brokerage
Missouri
$301K -$6.28K -100 -2%
RBC
25
Ronald Blue & Co
Georgia
$289K -$3.02K -48 -1%