GLTR icon

abrdn Physical Precious Metals Basket Shares ETF
GLTR

Overview Fund Activity

129 hedge funds and large institutions have $395M invested in abrdn Physical Precious Metals Basket Shares ETF in 2023 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 39 increasing their positions, 43 reducing their positions, and 19 closing their positions.

Holders
129
Holders Change
–
Holders Change %
0%
% of All Funds
2.07%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
23
Increased
39
Reduced
43
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BRWA
1
B. Riley Wealth Advisors
Florida
$5.93M
2
PCS
2
Personal CFO Solutions
New Jersey
$4.56M
3
QA
3
Quantitative Advantage
Minnesota
$3.28M
4
SWRP
4
Summit Wealth & Retirement Planning
California
$11.4M
5
PCWA
5
Pacific Capital Wealth Advisors
California
$3.21M

Top Sellers

1
Jane Street
1
Jane Street
New York
$431K
2
PAMS
2
Pictet Asset Management (Switzerland)
Switzerland
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$16.3M
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$2.92M
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$455K
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$66.7M 730,913 -35,430 -5%
CFB
2
Cullen/Frost Bankers
Texas
$35.5M 388,910 +11,511 +3%
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$30.9M 339,148 +21,095 +7%
CSIA
4
Charles Schwab Investment Advisory
California
$24.5M 268,762 -12,997 -5%
CCFCSB
5
Cape Cod Five Cents Savings Bank
Massachusetts
$23.5M 257,475 +21,948 +9%
Wells Fargo
6
Wells Fargo
California
$18M 197,285 -32,650 -14%
Morgan Stanley
7
Morgan Stanley
New York
$16.3M 178,855 -182,272 -50%
LPL Financial
8
LPL Financial
California
$13.3M 146,270 +7,054 +5%
SWRP
9
Summit Wealth & Retirement Planning
California
$11.4M 124,463 +34,755 +39%
Rockefeller Capital Management
10
Rockefeller Capital Management
New York
$11.1M 121,281 +6,010 +5%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$10.8M 118,865 -5,180 -4%
SS
12
Sound Stewardship
Kansas
$7.96M 87,298 +180 +0.2%
IA
13
IFG Advisory
Georgia
$7.75M 84,966 -1,656 -2%
PFM
14
Peak Financial Management
Massachusetts
$6.77M 74,227 +1,728 +2%
BRWA
15
B. Riley Wealth Advisors
Florida
$5.93M 65,033 +50,278 +341%
SFS
16
Solitude Financial Services
Virginia
$5.8M 63,615 +2,537 +4%
PCS
17
Personal CFO Solutions
New Jersey
$4.56M 50,025 +50,025 New
SEA
18
Stegent Equity Advisors
Texas
$4.13M 45,271 +8,641 +24%
GW
19
GW & Wade
Massachusetts
$3.85M 42,222 -19,608 -32%
APA
20
Astoria Portfolio Advisors
New York
$3.62M 38,562 +7,343 +24%
CAPTRUST Financial Advisors
21
CAPTRUST Financial Advisors
North Carolina
$3.58M 39,256 -2,500 -6%
CG
22
Castellan Group
Kentucky
$3.53M 38,732 -4,275 -10%
QA
23
Quantitative Advantage
Minnesota
$3.28M 36,004 +36,004 New
PCWA
24
Pacific Capital Wealth Advisors
California
$3.21M 35,176 +22,610 +180%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$3.19M 34,955 +1,205 +4%
1
2 3 4 5