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abrdn Physical Precious Metals Basket Shares ETF

54 hedge funds and large institutions have $89.6M invested in abrdn Physical Precious Metals Basket Shares ETF in 2019 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 13 increasing their positions, 13 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 7

6% more capital invested

Capital invested by funds: $84.2M → $89.6M (+$5.47M)

4% more funds holding

Funds holding: 5254 (+2)

2.36% more ownership

Funds ownership: 23.37%25.74% (+2.4%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 13

Holders
54
Holders Change
+2
Holders Change %
+3.85%
% of All Funds
1.17%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
10
Increased
13
Reduced
13
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
$17.1M -$1.97M -30,346 -10%
Bank of America
2
Bank of America
North Carolina
$15.3M +$2.33M +36,014 +18%
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$8.62M -$2.16M -33,385 -20%
FCA
4
FLC Capital Advisors
California
$7.76M +$392K +6,051 +5%
PFM
5
Peak Financial Management
Massachusetts
$5.85M -$133K -2,050 -2%
CMP
6
Courage Miller Partners
Virginia
$4.8M -$59.1K -911 -1%
Morgan Stanley
7
Morgan Stanley
New York
$3.78M +$65 +1 +0%
Wells Fargo
8
Wells Fargo
California
$3.73M +$130K +2,009 +4%
TI
9
Tidal Investments
Wisconsin
$2.8M +$2.85M +43,973 New
UBS Group
10
UBS Group
Switzerland
$2.57M -$453K -6,991 -15%
SWRP
11
Summit Wealth & Retirement Planning
California
$2.35M +$2.39M +36,879 New
PAG
12
Pinnacle Advisory Group
Maryland
$2M +$2.04M +31,420 New
IA
13
IFG Advisory
Georgia
$1.74M +$1.49M +23,036 +206%
HighTower Advisors
14
HighTower Advisors
Illinois
$1.28M +$1.31M +20,153 New
RJFSA
15
Raymond James Financial Services Advisors
Florida
$1.15M +$73.1K +1,127 +7%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$965K +$380K +5,865 +63%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$898K +$247K +3,810 +37%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$672K +$375K +5,781 +121%
LPL Financial
19
LPL Financial
California
$579K -$11.1K -171 -2%
AF
20
Advisornet Financial
Minnesota
$568K
RWP
21
RWA Wealth Partners
Massachusetts
$559K
AG
22
Advisor Group
Arizona
$554K +$26.5K +409 +5%
Stifel Financial
23
Stifel Financial
Missouri
$473K +$176K +2,721 +59%
VCWA
24
Vanguard Capital Wealth Advisors
Colorado
$472K -$582K -8,979 -55%
3C
25
361 Capital
Colorado
$440K +$22.5K +347 +5%