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abrdn Physical Precious Metals Basket Shares ETF

52 hedge funds and large institutions have $151M invested in abrdn Physical Precious Metals Basket Shares ETF in 2020 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 12 increasing their positions, 18 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

50% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 10

2% more funds holding

Funds holding: 5152 (+1)

0% more capital invested

Capital invested by funds: $150M → $151M (+$160K)

1.57% less ownership

Funds ownership: 30.54%28.97% (-1.6%)

33% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 18

Holders
52
Holders Change
+1
Holders Change %
+1.96%
% of All Funds
1.15%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
15
Increased
12
Reduced
18
Closed
10
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
$34.3M +$2.46M +31,270 +7%
CSIA
2
Charles Schwab Investment Advisory
California
$16M -$1.04M -13,158 -6%
Wells Fargo
3
Wells Fargo
California
$13.6M +$6.48M +82,324 +84%
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$10.3M -$1.32M -16,789 -11%
FCA
5
FLC Capital Advisors
California
$9.87M -$206K -2,614 -2%
SP
6
Symmetry Partners
Connecticut
$5.78M +$6.06M +76,993 New
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$5.35M -$273K -3,469 -5%
SWRP
8
Summit Wealth & Retirement Planning
California
$5.33M -$545K -6,924 -9%
Morgan Stanley
9
Morgan Stanley
New York
$4.99M +$637K +8,095 +14%
PFM
10
Peak Financial Management
Massachusetts
$4.97M -$1.52M -19,239 -23%
CMP
11
Courage Miller Partners
Virginia
$4.84M -$507K -6,440 -9%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$4.4M +$810K +10,283 +21%
IA
13
IFG Advisory
Georgia
$3.43M +$727K +9,228 +25%
TI
14
Tidal Investments
Wisconsin
$3.21M +$22.1K +281 +0.7%
Jane Street
15
Jane Street
New York
$3.08M +$2.6M +33,023 +412%
UBS Group
16
UBS Group
Switzerland
$2.81M +$241K +3,063 +9%
PAG
17
Pinnacle Advisory Group
Maryland
$2.1M -$117K -1,489 -5%
IAIM
18
International Assets Investment Management
Florida
$1.97M +$2.06M +26,221 New
RJFSA
19
Raymond James Financial Services Advisors
Florida
$1.81M +$110K +1,398 +6%
LPL Financial
20
LPL Financial
California
$1.21M +$462K +5,864 +57%
HighTower Advisors
21
HighTower Advisors
Illinois
$1.1M +$1.14M +14,419 New
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$1.06M -$5.16M -65,488 -82%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$852K +$33.6K +427 +4%
SG Americas Securities
24
SG Americas Securities
New York
$728K +$763K +9,690 New
AF
25
Advisornet Financial
Minnesota
$712K