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abrdn Physical Precious Metals Basket Shares ETF

98 hedge funds and large institutions have $272M invested in abrdn Physical Precious Metals Basket Shares ETF in 2021 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 43 increasing their positions, 11 reducing their positions, and 7 closing their positions.

Holders
98
Holders Change
+21
Holders Change %
+27.27%
% of All Funds
1.73%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
28
Increased
43
Reduced
11
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$55.1M 594,952 +175,535 +42%
CCFCSB
2
Cape Cod Five Cents Savings Bank
Massachusetts
$23.4M 252,113 +22,426 +10%
Wells Fargo
3
Wells Fargo
California
$21.2M 229,075 +40,714 +22%
Morgan Stanley
4
Morgan Stanley
New York
$19.5M 210,146 -83,635 -28%
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$16.1M 169,779 +21,296 +14%
CSIA
6
Charles Schwab Investment Advisory
California
$11.3M 121,721 +3,931 +3%
SP
7
Symmetry Partners
Connecticut
$11.1M 119,822 +9,576 +9%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$8.25M 89,006 +4,693 +6%
SWRP
9
Summit Wealth & Retirement Planning
California
$7.69M 83,010 +10,079 +14%
SFS
10
Solitude Financial Services
Virginia
$7.4M 79,840 +6,601 +9%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$6.35M 68,558 +54,169 +376%
Rockefeller Capital Management
12
Rockefeller Capital Management
New York
$6.07M 65,516 -25,494 -28%
PFM
13
Peak Financial Management
Massachusetts
$5.67M 61,178 +1,112 +2%
CMP
14
Courage Miller Partners
Virginia
$5.42M 58,516 +613 +1%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$5.22M 56,339 +4,500 +9%
FCA
16
FLC Capital Advisors
California
$5.07M 54,742 -10,738 -16%
IA
17
IFG Advisory
Georgia
$4.73M 51,050 +3,428 +7%
LPL Financial
18
LPL Financial
California
$4.56M 49,207 +21,684 +79%
TI
19
Tidal Investments
Wisconsin
$4.28M 46,223 -945 -2%
UBS Group
20
UBS Group
Switzerland
$3.6M 38,847 +1,858 +5%
PAG
21
Pinnacle Advisory Group
Maryland
$3.23M 34,896 +3,594 +11%
TC
22
TAP Consulting
Missouri
$3.17M 34,165 +13,929 +69%
GIA
23
Gladstone Institutional Advisory
Florida
$2.13M 22,933 +659 +3%
IAIM
24
International Assets Investment Management
Florida
$2.11M 22,020 +10,385 +89%
BRWA
25
B. Riley Wealth Advisors
Florida
$1.82M 19,602 -8,117 -29%