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abrdn Physical Precious Metals Basket Shares ETF

109 hedge funds and large institutions have $337M invested in abrdn Physical Precious Metals Basket Shares ETF in 2021 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 45 increasing their positions, 14 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

221% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 14

109% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 11

24% more capital invested

Capital invested by funds: $272M → $337M (+$64.6M)

11% more funds holding

Funds holding: 98109 (+11)

1.87% more ownership

Funds ownership: 31.06%32.93% (+1.9%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
109
Holders Change
+11
Holders Change %
+11.22%
% of All Funds
1.9%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
23
Increased
45
Reduced
14
Closed
11
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
$71.1M +$14.1M +142,227 +24%
Wells Fargo
2
Wells Fargo
California
$26.1M +$4.06M +41,039 +18%
CCFCSB
3
Cape Cod Five Cents Savings Bank
Massachusetts
$25.9M +$1.63M +16,537 +7%
Morgan Stanley
4
Morgan Stanley
New York
$24.9M +$4.79M +48,491 +23%
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$18.4M +$1.78M +17,968 +11%
SP
6
Symmetry Partners
Connecticut
$11.8M +$245K +2,482 +2%
CSIA
7
Charles Schwab Investment Advisory
California
$11.5M -$274K -2,776 -2%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$11.3M +$4.8M +48,543 +71%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$10M +$1.47M +14,904 +17%
Rockefeller Capital Management
10
Rockefeller Capital Management
New York
$8.47M +$2.2M +22,290 +34%
SFS
11
Solitude Financial Services
Virginia
$8.43M +$745K +7,540 +9%
SWRP
12
Summit Wealth & Retirement Planning
California
$8.03M +$19K +192 +0.2%
AIP
13
Almanack Investment Partners
Pennsylvania
$7.95M +$7.32M +74,091 +886%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$6.56M +$1.15M +11,635 +21%
EF
15
Empowered Funds
Pennsylvania
$6.34M +$6.5M +65,743 New
PFM
16
Peak Financial Management
Massachusetts
$6.19M +$293K +2,964 +5%
LPL Financial
17
LPL Financial
California
$6.12M +$1.4M +14,200 +29%
CMP
18
Courage Miller Partners
Virginia
$5.68M +$35.8K +362 +0.6%
IA
19
IFG Advisory
Georgia
$5.13M +$214K +2,165 +4%
FCA
20
FLC Capital Advisors
California
$5.06M -$228K -2,303 -4%
BOTW
21
Bank of the West
California
$4.5M +$4.62M +46,708 New
TI
22
Tidal Investments
Wisconsin
$4.07M -$396K -4,008 -9%
UBS Group
23
UBS Group
Switzerland
$3.75M +$7.02K +71 +0.2%
GIA
24
Gladstone Institutional Advisory
Florida
$2.59M +$387K +3,919 +17%
BRWA
25
B. Riley Wealth Advisors
Florida
$2.33M +$450K +4,557 +23%