We are live on ! Find out more
GLTR icon

abrdn Physical Precious Metals Basket Shares ETF

115 hedge funds and large institutions have $342M invested in abrdn Physical Precious Metals Basket Shares ETF in 2021 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 35 increasing their positions, 34 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

87% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 15

12% more funds holding

Funds holding: 103115 (+12)

7% more capital invested

Capital invested by funds: $318M → $342M (+$23.8M)

2.22% more ownership

Funds ownership: 33.08%35.29% (+2.2%)

3% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 34

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

Holders
115
Holders Change
+12
Holders Change %
+11.65%
% of All Funds
1.77%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
28
Increased
35
Reduced
34
Closed
15
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
$66.7M -$1.11M -12,467 -2%
Morgan Stanley
2
Morgan Stanley
New York
$23.3M -$645K -7,233 -3%
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$22.3M +$2.29M +25,733 +12%
Wells Fargo
4
Wells Fargo
California
$20.9M -$5.61M -62,919 -21%
CCFCSB
5
Cape Cod Five Cents Savings Bank
Massachusetts
$17.7M -$10.1M -113,804 -37%
SP
6
Symmetry Partners
Connecticut
$12.8M +$938K +10,524 +8%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$12.6M +$675K +7,572 +6%
CSIA
8
Charles Schwab Investment Advisory
California
$10.8M +$145K +1,629 +1%
SFS
9
Solitude Financial Services
Virginia
$9.37M +$206K +2,313 +2%
SWRP
10
Summit Wealth & Retirement Planning
California
$9.09M +$977K +10,965 +12%
Jane Street
11
Jane Street
New York
$8.88M +$6.24M +69,972 +238%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$8.81M +$264K +2,966 +3%
PAMS
13
Pictet Asset Management (Switzerland)
Switzerland
$8.23M +$8.2M +92,000 New
UBS Group
14
UBS Group
Switzerland
$7.39M -$628K -7,053 -8%
Rockefeller Capital Management
15
Rockefeller Capital Management
New York
$6.97M +$56.9K +638 +0.8%
PFM
16
Peak Financial Management
Massachusetts
$6M +$68.6K +770 +1%
CMP
17
Courage Miller Partners
Virginia
$5.78M -$6.24K -70 -0.1%
TB
18
Treynor Bancshares
Iowa
$5.67M +$5.65M +63,403 New
CG
19
Castellan Group
Kentucky
$5.48M +$223K +2,504 +4%
LPL Financial
20
LPL Financial
California
$5.1M -$389K -4,370 -7%
IA
21
IFG Advisory
Georgia
$5.1M +$315K +3,537 +7%
TI
22
Tidal Investments
Wisconsin
$4.09M +$279K +3,132 +7%
CWM
23
Congress Wealth Management
Massachusetts
$3.78M +$3.76M +42,230 New
RJFSA
24
Raymond James Financial Services Advisors
Florida
$3.75M -$2.28M -25,535 -38%
FCA
25
FLC Capital Advisors
California
$3.7M -$689K -7,734 -16%