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abrdn Physical Precious Metals Basket Shares ETF

129 hedge funds and large institutions have $452M invested in abrdn Physical Precious Metals Basket Shares ETF in 2022 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 36 increasing their positions, 41 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

158% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 12

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

16% more capital invested

Capital invested by funds: $389M → $452M (+$62.9M)

15% more funds holding

Funds holding: 112129 (+17)

4.16% more ownership

Funds ownership: 40.61%44.76% (+4.2%)

12% less repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 41

Holders
129
Holders Change
+17
Holders Change %
+15.18%
% of All Funds
2.07%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.1%
New
31
Increased
36
Reduced
41
Closed
12
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
$68.4M -$1.11M -13,183 -2%
CFB
2
Cullen/Frost Bankers
Texas
$33.7M +$4.38M +51,815 +16%
Morgan Stanley
3
Morgan Stanley
New York
$32.2M +$5.31M +62,825 +21%
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$28.8M -$872K -10,325 -3%
Jane Street
5
Jane Street
New York
$28.2M +$9.78M +115,790 +58%
CSIA
6
Charles Schwab Investment Advisory
California
$25.1M +$1.37M +16,260 +6%
CCFCSB
7
Cape Cod Five Cents Savings Bank
Massachusetts
$21M -$7.16M -84,702 -26%
Wells Fargo
8
Wells Fargo
California
$20.5M +$1.34M +15,866 +7%
PAMS
9
Pictet Asset Management (Switzerland)
Switzerland
$17M +$380K +4,500 +2%
LPL Financial
10
LPL Financial
California
$12.4M +$3.95M +46,705 +50%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$11.1M +$207K +2,445 +2%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$10.3M -$15K -177 -0.2%
Rockefeller Capital Management
13
Rockefeller Capital Management
New York
$10.3M +$414K +4,901 +4%
Northwestern Mutual Wealth Management
14
Northwestern Mutual Wealth Management
Wisconsin
$8.06M -$3.79M -44,921 -33%
SWRP
15
Summit Wealth & Retirement Planning
California
$8M -$1.29M -15,261 -15%
SS
16
Sound Stewardship
Kansas
$7.77M +$7.36M +87,118 New
IA
17
IFG Advisory
Georgia
$7.73M +$1.43M +16,946 +24%
PFM
18
Peak Financial Management
Massachusetts
$6.47M -$220K -2,600 -3%
GW
19
GW & Wade
Massachusetts
$5.52M -$3.3M -39,101 -39%
SFS
20
Solitude Financial Services
Virginia
$5.45M -$528K -6,245 -9%
Bank of Montreal
21
Bank of Montreal
Ontario, Canada
$4.74M +$4.48M +53,091 New
CG
22
Castellan Group
Kentucky
$3.84M +$11.8K +140 +0.3%
CAPTRUST Financial Advisors
23
CAPTRUST Financial Advisors
North Carolina
$3.73M +$3.53M +41,756 New
UBS Group
24
UBS Group
Switzerland
$3.29M -$6M -71,029 -66%
SEA
25
Stegent Equity Advisors
Texas
$3.27M +$464K +5,491 +18%