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abrdn Physical Precious Metals Basket Shares ETF

121 hedge funds and large institutions have $461M invested in abrdn Physical Precious Metals Basket Shares ETF in 2023 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 41 increasing their positions, 36 reducing their positions, and 21 closing their positions.

Holders
121
Holders Change
-8
Holders Change %
-6.2%
% of All Funds
1.91%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
15
Increased
41
Reduced
36
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$64M 737,527 +6,614 +0.9%
Jane Street
2
Jane Street
New York
$54M 622,311 +617,591 +13,085%
CFB
3
Cullen/Frost Bankers
Texas
$34.4M 395,987 +7,077 +2%
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$24.3M 280,474 -58,674 -17%
CSIA
5
Charles Schwab Investment Advisory
California
$22.2M 256,063 -12,699 -5%
CCFCSB
6
Cape Cod Five Cents Savings Bank
Massachusetts
$22.2M 255,538 -1,937 -0.8%
Wells Fargo
7
Wells Fargo
California
$19.7M 227,530 +30,245 +15%
Morgan Stanley
8
Morgan Stanley
New York
$15.9M 183,070 +4,215 +2%
LPL Financial
9
LPL Financial
California
$14.1M 162,346 +16,076 +11%
Rockefeller Capital Management
10
Rockefeller Capital Management
New York
$14M 161,455 +40,174 +33%
SWRP
11
Summit Wealth & Retirement Planning
California
$11M 126,463 +2,000 +2%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$10.2M 117,365 -1,500 -1%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$9.75M 112,403 -4,445 -4%
SEA
14
Stegent Equity Advisors
Texas
$8.24M 94,938 +49,667 +110%
SS
15
Sound Stewardship
Kansas
$7.57M 87,207 -91 -0.1%
IA
16
IFG Advisory
Georgia
$7.36M 84,818 -148 -0.2%
PFM
17
Peak Financial Management
Massachusetts
$6.57M 75,715 +1,488 +2%
CAPTRUST Financial Advisors
18
CAPTRUST Financial Advisors
North Carolina
$6.47M 74,631 +35,375 +90%
SFS
19
Solitude Financial Services
Virginia
$6.14M 70,782 +7,167 +11%
Bank of Montreal
20
Bank of Montreal
Ontario, Canada
$6M 65,956 +60,986 +1,227%
BRWA
21
B. Riley Wealth Advisors
Florida
$5.45M 62,858 -2,175 -3%
LSIA
22
LaSalle St. Investment Advisors
Illinois
$4.99M 57,482 +35,362 +160%
PCWA
23
Pacific Capital Wealth Advisors
California
$4.65M 53,617 +18,441 +52%
PCS
24
Personal CFO Solutions
New Jersey
$4.41M 50,792 +767 +2%
UBS Group
25
UBS Group
Switzerland
$4.28M 49,279 +14,421 +41%