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abrdn Physical Precious Metals Basket Shares ETF

140 hedge funds and large institutions have $462M invested in abrdn Physical Precious Metals Basket Shares ETF in 2023 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 33 increasing their positions, 57 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 16

5% more funds holding

Funds holding: 133140 (+7)

3% more capital invested

Capital invested by funds: $450M → $462M (+$12.8M)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

0.34% less ownership

Funds ownership: 48.96%48.61% (-0.34%)

42% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 57

Holders
140
Holders Change
+7
Holders Change %
+5.26%
% of All Funds
2.04%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
24
Increased
33
Reduced
57
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$52.9M +$33.4M +380,447 +189%
Bank of America
2
Bank of America
North Carolina
$44.4M -$3.37M -38,316 -7%
CFB
3
Cullen/Frost Bankers
Texas
$34.6M -$1.1M -12,568 -3%
Wells Fargo
4
Wells Fargo
California
$30.5M +$9.01M +102,531 +44%
CCFCSB
5
Cape Cod Five Cents Savings Bank
Massachusetts
$25.2M -$22.9M -260,402 -49%
Wealth Enhancement Advisory Services
6
Wealth Enhancement Advisory Services
Minnesota
$24.2M -$2.8M -31,815 -11%
CSIA
7
Charles Schwab Investment Advisory
California
$21.3M -$1.06M -12,014 -5%
LPL Financial
8
LPL Financial
California
$20.2M -$1.61M -18,365 -8%
Northwestern Mutual Wealth Management
9
Northwestern Mutual Wealth Management
Wisconsin
$17.4M +$14.2M +162,033 +560%
Rockefeller Capital Management
10
Rockefeller Capital Management
New York
$16.9M -$334K -3,802 -2%
SWRP
11
Summit Wealth & Retirement Planning
California
$12.1M +$46.9K +534 +0.4%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$9.68M -$521K -5,929 -5%
SS
13
Sound Stewardship
Kansas
$7.89M +$66.3K +755 +0.9%
IA
14
IFG Advisory
Georgia
$7.57M +$250K +2,850 +4%
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$7.02M +$4.95M +56,375 +272%
PFM
16
Peak Financial Management
Massachusetts
$7M -$217K -2,471 -3%
SFS
17
Solitude Financial Services
Virginia
$6.58M -$72.9K -830 -1%
CAPTRUST Financial Advisors
18
CAPTRUST Financial Advisors
North Carolina
$5.89M -$721K -8,205 -11%
TCM
19
Towneley Capital Management
California
$5.41M +$5.22M +59,387 New
BRWA
20
B. Riley Wealth Advisors
Florida
$4.69M -$204K -2,317 -4%
GW
21
GW & Wade
Massachusetts
$4.67M -$92.2K -1,050 -2%
UBS Group
22
UBS Group
Switzerland
$4.65M -$2.53M -28,750 -36%
PCS
23
Personal CFO Solutions
New Jersey
$4.57M +$575K +6,542 +15%
Jane Street
24
Jane Street
New York
$4.5M -$38.1M -433,792 -90%
PCWA
25
Pacific Capital Wealth Advisors
California
$4.41M -$523K -5,955 -11%