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abrdn Physical Precious Metals Basket Shares ETF

52 hedge funds and large institutions have $84.2M invested in abrdn Physical Precious Metals Basket Shares ETF in 2018 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 13 increasing their positions, 10 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

75% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 8

30% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 10

20% more capital invested

Capital invested by funds: $70.3M → $84.2M (+$13.8M)

11% more funds holding

Funds holding: 4752 (+5)

1.47% more ownership

Funds ownership: 21.91%23.37% (+1.5%)

Holders
52
Holders Change
+5
Holders Change %
+10.64%
% of All Funds
1.16%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
14
Increased
13
Reduced
10
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CSIA
1
Charles Schwab Investment Advisory
California
$18.9M -$588K -9,789 -3%
Bank of America
2
Bank of America
North Carolina
$12.9M +$1.28M +21,258 +12%
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$10.8M -$275K -4,569 -3%
FCA
4
FLC Capital Advisors
California
$7.32M +$6.96M +115,811 New
PFM
5
Peak Financial Management
Massachusetts
$5.93M -$1.34M -22,313 -19%
CMP
6
Courage Miller Partners
Virginia
$4.82M +$58.8K +979 +1%
Morgan Stanley
7
Morgan Stanley
New York
$3.75M +$1.08M +17,977 +44%
Wells Fargo
8
Wells Fargo
California
$3.58M +$376K +6,265 +12%
UBS Group
9
UBS Group
Switzerland
$3M -$551K -9,176 -16%
IA
10
IFP Advisors
Florida
$1.57M -$5.83K -97 -0.4%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$1.48M +$1.41M +23,445 New
RJFSA
12
Raymond James Financial Services Advisors
Florida
$1.07M -$36K -599 -3%
VCWA
13
Vanguard Capital Wealth Advisors
Colorado
$1.03M +$985K +16,399 New
VF
14
Virtu Financial
New York
$731K -$403K -6,703 -37%
IA
15
IFG Advisory
Georgia
$682K +$90.6K +1,508 +16%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$650K +$618K +10,290 New
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$586K -$24.9K -415 -4%
LPL Financial
18
LPL Financial
California
$585K +$1.92K +32 +0.3%
AF
19
Advisornet Financial
Minnesota
$563K
RWP
20
RWA Wealth Partners
Massachusetts
$554K
AG
21
Advisor Group
Arizona
$523K +$458K +7,630 +1,172%
RJA
22
Raymond James & Associates
Florida
$446K +$8.05K +134 +2%
3C
23
361 Capital
Colorado
$414K +$17.5K +292 +5%
CCP
24
Cardan Capital Partners
Colorado
$336K +$18K +300 +6%
SAM
25
SignalPoint Asset Management
Missouri
$310K -$11.8K -196 -4%