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abrdn Physical Precious Metals Basket Shares ETF

133 hedge funds and large institutions have $450M invested in abrdn Physical Precious Metals Basket Shares ETF in 2023 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 41 increasing their positions, 42 reducing their positions, and 7 closing their positions.

Holders
133
Holders Change
+12
Holders Change %
+9.92%
% of All Funds
2.12%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
20
Increased
41
Reduced
42
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CCFCSB
1
Cape Cod Five Cents Savings Bank
Massachusetts
$45.2M 536,768 +281,230 +110%
Bank of America
2
Bank of America
North Carolina
$44.3M 526,436 -211,091 -29%
Jane Street
3
Jane Street
New York
$40.7M 483,236 -139,075 -22%
CFB
4
Cullen/Frost Bankers
Texas
$33.1M 392,897 -3,090 -0.8%
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$25.1M 298,221 +17,747 +6%
CSIA
6
Charles Schwab Investment Advisory
California
$20.7M 245,507 -10,556 -4%
LPL Financial
7
LPL Financial
California
$20.2M 240,514 +78,168 +48%
Wells Fargo
8
Wells Fargo
California
$19.5M 232,153 +4,623 +2%
Morgan Stanley
9
Morgan Stanley
New York
$16.9M 201,171 +18,101 +10%
Rockefeller Capital Management
10
Rockefeller Capital Management
New York
$15.9M 189,219 +27,764 +17%
SWRP
11
Summit Wealth & Retirement Planning
California
$11.2M 132,563 +6,100 +5%
Bank of Montreal
12
Bank of Montreal
Ontario, Canada
$9.51M 107,838 +41,882 +63%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$9.45M 112,292 -5,073 -4%
SS
14
Sound Stewardship
Kansas
$7.23M 85,875 -1,332 -2%
IA
15
IFG Advisory
Georgia
$6.76M 80,288 -4,530 -5%
UBS Group
16
UBS Group
Switzerland
$6.72M 79,859 +30,580 +62%
PFM
17
Peak Financial Management
Massachusetts
$6.68M 79,374 +3,659 +5%
SFS
18
Solitude Financial Services
Virginia
$6.15M 73,134 +2,352 +3%
CAPTRUST Financial Advisors
19
CAPTRUST Financial Advisors
North Carolina
$6.14M 72,913 -1,718 -2%
Cerity Partners
20
Cerity Partners
New York
$5M 59,447 +59,447 New
SEA
21
Stegent Equity Advisors
Texas
$4.85M 57,690 -37,248 -39%
PCWA
22
Pacific Capital Wealth Advisors
California
$4.58M 54,428 +811 +2%
BRWA
23
B. Riley Wealth Advisors
Florida
$4.53M 53,805 -9,053 -14%
GW
24
GW & Wade
Massachusetts
$4.41M 52,402 +5,020 +11%
Wealthfront Advisers
25
Wealthfront Advisers
California
$4.2M 49,936 +6,006 +14%