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abrdn Physical Precious Metals Basket Shares ETF

50 hedge funds and large institutions have $108M invested in abrdn Physical Precious Metals Basket Shares ETF in 2017 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 10 increasing their positions, 13 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 6

22% more funds holding

Funds holding: 4150 (+9)

7% more capital invested

Capital invested by funds: $101M → $108M (+$7.19M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.23% less ownership

Funds ownership: 29.88%29.64% (-0.23%)

23% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 13

Holders
50
Holders Change
+9
Holders Change %
+21.95%
% of All Funds
1.13%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
15
Increased
10
Reduced
13
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CSIA
1
Charles Schwab Investment Advisory
California
$47.7M -$1.41M -22,198 -3%
Wells Fargo
2
Wells Fargo
California
$11M +$695K +10,919 +7%
PFM
3
Peak Financial Management
Massachusetts
$8.7M -$153K -2,408 -2%
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$7.85M +$695K +10,923 +10%
Bank of America
5
Bank of America
North Carolina
$5.61M +$626K +9,834 +13%
Morgan Stanley
6
Morgan Stanley
New York
$5.4M +$2.1M +33,005 +66%
CMP
7
Courage Miller Partners
Virginia
$4.62M -$6.11K -96 -0.1%
UBS Group
8
UBS Group
Switzerland
$4.27M -$108K -1,699 -3%
IA
9
IFP Advisors
Florida
$1.29M +$16.7K +262 +1%
ACM
10
Avalon Capital Management
California
$1.28M -$429K -6,737 -25%
PAG
11
Pinnacle Advisory Group
Maryland
$1.14M +$115K +1,803 +12%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$1.02M +$996K +15,664 New
LPL Financial
13
LPL Financial
California
$883K -$240K -3,770 -22%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$873K -$279K -4,386 -25%
Thrivent Financial for Lutherans
15
Thrivent Financial for Lutherans
Minnesota
$612K +$352K +5,527 +142%
AI
16
Atria Investments
North Carolina
$604K +$369K +5,797 +166%
RWP
17
RWA Wealth Partners
Massachusetts
$570K
AF
18
Advisornet Financial
Minnesota
$502K +$491K +7,717 New
IA
19
IFG Advisory
Georgia
$482K +$472K +7,420 New
RJFSA
20
Raymond James Financial Services Advisors
Florida
$480K +$125K +1,967 +36%
MC
21
Moors & Cabot
Massachusetts
$454K -$763 -12 -0.2%
SAM
22
SignalPoint Asset Management
Missouri
$333K +$326K +5,126 New
AA
23
Advisory Alpha
Michigan
$330K -$318 -5 -0.1%
CCB
24
Cutter & Co Brokerage
Missouri
$317K
CCP
25
Cardan Capital Partners
Colorado
$292K +$15.8K +249 +6%