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abrdn Physical Precious Metals Basket Shares ETF

119 hedge funds and large institutions have $434M invested in abrdn Physical Precious Metals Basket Shares ETF in 2022 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 42 increasing their positions, 33 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 48 (+4)

54% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 13

27% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 33

27% more capital invested

Capital invested by funds: $342M → $434M (+$91.9M)

3% more funds holding

Funds holding: 115119 (+4)

1.9% more ownership

Funds ownership: 35.29%37.19% (+1.9%)

Holders
119
Holders Change
+4
Holders Change %
+3.48%
% of All Funds
1.88%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.13%
New
20
Increased
42
Reduced
33
Closed
13
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
$77.8M +$6.04M +64,015 +9%
Wells Fargo
2
Wells Fargo
California
$32.5M +$9.83M +104,209 +45%
CCFCSB
3
Cape Cod Five Cents Savings Bank
Massachusetts
$28.7M +$9.54M +101,138 +51%
LJAC
4
L.J. Altfest & Co
New York
$28.1M +$27.6M +292,219 New
Morgan Stanley
5
Morgan Stanley
New York
$28.1M +$3.04M +32,213 +12%
Wealth Enhancement Advisory Services
6
Wealth Enhancement Advisory Services
Minnesota
$25.2M +$1.57M +16,627 +7%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$13.4M -$188K -1,993 -1%
IWC
8
Integrated Wealth Concepts
Massachusetts
$12.8M +$12.6M +133,716 New
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$11.8M +$2.34M +24,780 +25%
CSIA
10
Charles Schwab Investment Advisory
California
$11.3M -$263K -2,784 -2%
PAMS
11
Pictet Asset Management (Switzerland)
Switzerland
$11M +$2.17M +23,000 +25%
SFS
12
Solitude Financial Services
Virginia
$10.8M +$688K +7,292 +7%
SWRP
13
Summit Wealth & Retirement Planning
California
$9.64M -$121K -1,282 -1%
JAWM
14
J. Arnold Wealth Management
Ohio
$8.71M +$8.56M +90,698 New
Rockefeller Capital Management
15
Rockefeller Capital Management
New York
$8.05M +$556K +5,897 +8%
LPL Financial
16
LPL Financial
California
$6.72M +$1.22M +12,947 +23%
PFM
17
Peak Financial Management
Massachusetts
$6.61M +$167K +1,771 +3%
GW
18
GW & Wade
Massachusetts
$5.98M +$5.87M +62,238 New
IA
19
IFG Advisory
Georgia
$5.76M +$271K +2,872 +5%
SEA
20
Stegent Equity Advisors
Texas
$4.99M +$2.93M +31,093 +149%
TB
21
Treynor Bancshares
Iowa
$4.86M -$1.21M -12,790 -20%
Osaic Holdings
22
Osaic Holdings
Arizona
$4.6M +$2.06M +21,819 +178%
UBS Group
23
UBS Group
Switzerland
$4.3M -$3.57M -37,847 -46%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$3.95M +$2.25M +23,818 +138%
CG
25
Castellan Group
Kentucky
$3.32M -$2.52M -26,722 -44%