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abrdn Physical Precious Metals Basket Shares ETF

51 hedge funds and large institutions have $150M invested in abrdn Physical Precious Metals Basket Shares ETF in 2019 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 22 increasing their positions, 14 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 14

22% more capital invested

Capital invested by funds: $124M → $150M (+$27M)

17% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 6

2.22% more ownership

Funds ownership: 28.31%30.54% (+2.2%)

2% less funds holding

Funds holding: 5251 (-1)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
51
Holders Change
-1
Holders Change %
-1.92%
% of All Funds
1%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
7
Increased
22
Reduced
14
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$32.5M +$2.27M +30,650 +8%
CSIA
2
Charles Schwab Investment Advisory
California
$17.3M -$923K -12,490 -5%
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$11.3M +$519K +7,015 +5%
FCA
4
FLC Capital Advisors
California
$10.1M +$416K +5,631 +4%
Wells Fargo
5
Wells Fargo
California
$7.51M -$192K -2,597 -3%
VF
6
Virtu Financial
New York
$7M +$5.6M +75,706 +474%
PFM
7
Peak Financial Management
Massachusetts
$6.53M -$186K -2,518 -3%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$6.08M +$4.33M +58,530 +278%
SWRP
9
Summit Wealth & Retirement Planning
California
$5.96M +$63.4K +858 +1%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$5.71M +$5.52M +74,708 New
CMP
11
Courage Miller Partners
Virginia
$5.42M -$26.6K -360 -0.5%
Morgan Stanley
12
Morgan Stanley
New York
$4.45M -$147K -1,993 -3%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$3.69M +$2.03M +27,411 +131%
TI
14
Tidal Investments
Wisconsin
$3.25M +$15.3K +207 +0.5%
IA
15
IFG Advisory
Georgia
$2.79M +$157K +2,126 +6%
UBS Group
16
UBS Group
Switzerland
$2.62M +$32.5K +439 +1%
PAG
17
Pinnacle Advisory Group
Maryland
$2.25M +$58.2K +788 +3%
Stifel Financial
18
Stifel Financial
Missouri
$1.91M +$42K +568 +2%
IA
19
IFP Advisors
Florida
$1.86M -$105K -1,417 -5%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$1.73M +$62.1K +840 +4%
FFN
21
Focus Financial Network
Minnesota
$1M +$134K +1,810 +16%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$834K +$35.8K +484 +5%
LPL Financial
23
LPL Financial
California
$784K +$60.8K +823 +9%
AF
24
Advisornet Financial
Minnesota
$724K +$19.5K +264 +3%
RWP
25
RWA Wealth Partners
Massachusetts
$670K