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abrdn Physical Precious Metals Basket Shares ETF

52 hedge funds and large institutions have $108M invested in abrdn Physical Precious Metals Basket Shares ETF in 2018 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 16 increasing their positions, 12 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 6

33% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 12

4% more funds holding

Funds holding: 5052 (+2)

0% more capital invested

Capital invested by funds: $108M → $108M (+$46.4K)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.08% less ownership

Funds ownership: 29.64%28.57% (-1.1%)

Holders
52
Holders Change
+2
Holders Change %
+4%
% of All Funds
1.19%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
8
Increased
16
Reduced
12
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
$46.6M -$620K -9,463 -1%
Wells Fargo
2
Wells Fargo
California
$11.8M +$980K +14,959 +9%
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$8.42M +$827K +12,626 +11%
PFM
4
Peak Financial Management
Massachusetts
$6.98M -$1.66M -25,325 -19%
Bank of America
5
Bank of America
North Carolina
$5.5M -$46.4K -709 -0.8%
Morgan Stanley
6
Morgan Stanley
New York
$5.05M -$289K -4,412 -5%
CMP
7
Courage Miller Partners
Virginia
$4.58M +$16.3K +249 +0.4%
UBS Group
8
UBS Group
Switzerland
$3.79M -$446K -6,812 -10%
VF
9
Virtu Financial
New York
$2M +$2.04M +31,116 New
ACM
10
Avalon Capital Management
California
$1.71M +$446K +6,812 +34%
PAG
11
Pinnacle Advisory Group
Maryland
$1.31M +$190K +2,904 +17%
IA
12
IFP Advisors
Florida
$1.29M
RJFSA
13
Raymond James Financial Services Advisors
Florida
$979K +$514K +7,852 +106%
LPL Financial
14
LPL Financial
California
$940K +$68.6K +1,047 +8%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$699K -$167K -2,550 -19%
AI
16
Atria Investments
North Carolina
$661K +$65.8K +1,005 +11%
IA
17
IFG Advisory
Georgia
$595K +$121K +1,849 +25%
RWP
18
RWA Wealth Partners
Massachusetts
$564K
AF
19
Advisornet Financial
Minnesota
$557K +$62.2K +950 +12%
RJA
20
Raymond James & Associates
Florida
$540K +$550K +8,398 New
Jane Street
21
Jane Street
New York
$456K +$465K +7,097 New
MC
22
Moors & Cabot
Massachusetts
$317K -$130K -1,988 -29%
CCB
23
Cutter & Co Brokerage
Missouri
$313K
SAM
24
SignalPoint Asset Management
Missouri
$311K -$18.6K -284 -6%
CCP
25
Cardan Capital Partners
Colorado
$303K +$14.1K +215 +5%