We are live on ! Find out more
GLTR icon

abrdn Physical Precious Metals Basket Shares ETF

54 hedge funds and large institutions have $143M invested in abrdn Physical Precious Metals Basket Shares ETF in 2020 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 16 increasing their positions, 18 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 9

4% more funds holding

Funds holding: 5254 (+2)

5% less capital invested

Capital invested by funds: $151M → $143M (-$7.24M)

3.76% less ownership

Funds ownership: 28.97%25.21% (-3.8%)

11% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 18

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
54
Holders Change
+2
Holders Change %
+3.85%
% of All Funds
1.11%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
11
Increased
16
Reduced
18
Closed
9
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
$32.4M -$5.51M -68,910 -15%
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$12.9M +$640K +8,011 +6%
Wells Fargo
3
Wells Fargo
California
$11.9M -$3.06M -38,253 -21%
CSIA
4
Charles Schwab Investment Advisory
California
$11.6M -$5.9M -73,892 -35%
SP
5
Symmetry Partners
Connecticut
$8.04M +$1.54M +19,286 +25%
FCA
6
FLC Capital Advisors
California
$6.12M -$4.56M -57,074 -44%
SWRP
7
Summit Wealth & Retirement Planning
California
$6.07M +$127K +1,592 +2%
CMP
8
Courage Miller Partners
Virginia
$5.32M -$59.8K -748 -1%
Morgan Stanley
9
Morgan Stanley
New York
$5.3M -$231K -2,885 -4%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$5.22M +$318K +3,981 +7%
PFM
11
Peak Financial Management
Massachusetts
$4.79M -$711K -8,895 -13%
TI
12
Tidal Investments
Wisconsin
$4M +$404K +5,055 +12%
Jane Street
13
Jane Street
New York
$3.86M +$418K +5,229 +13%
IA
14
IFG Advisory
Georgia
$3.56M -$242K -3,025 -7%
PAG
15
Pinnacle Advisory Group
Maryland
$2.3M -$31.8K -398 -1%
IAIM
16
International Assets Investment Management
Florida
$2.27M +$80.5K +1,008 +4%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$2.27M +$249K +3,110 +13%
UBS Group
18
UBS Group
Switzerland
$1.61M -$1.44M -18,032 -48%
LPL Financial
19
LPL Financial
California
$1.4M +$51.1K +640 +4%
BRWA
20
B. Riley Wealth Advisors
Florida
$1.11M +$344K +4,303 +48%
SG Americas Securities
21
SG Americas Securities
New York
$1M +$184K +2,300 +24%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$925K -$21.2K -265 -2%
FFN
23
Focus Financial Network
Minnesota
$790K +$756K +9,457 New
AF
24
Advisornet Financial
Minnesota
$788K -$4K -50 -0.5%
RWP
25
RWA Wealth Partners
Massachusetts
$733K