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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.

Holders
140
Holders Change
+7
Holders Change %
+5.26%
% of All Funds
2.05%
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 Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$52.9M 581,618 +380,447 +189%
Bank of America
2
Bank of America
North Carolina
$44.4M 488,120 -38,316 -7%
CFB
3
Cullen/Frost Bankers
Texas
$34.6M 380,329 -12,568 -3%
Wells Fargo
4
Wells Fargo
California
$30.5M 334,684 +102,531 +44%
CCFCSB
5
Cape Cod Five Cents Savings Bank
Massachusetts
$25.2M 276,366 -260,402 -49%
Wealth Enhancement Advisory Services
6
Wealth Enhancement Advisory Services
Minnesota
$24.2M 266,406 -31,815 -11%
CSIA
7
Charles Schwab Investment Advisory
California
$21.3M 233,493 -12,014 -5%
LPL Financial
8
LPL Financial
California
$20.2M 222,149 -18,365 -8%
Northwestern Mutual Wealth Management
9
Northwestern Mutual Wealth Management
Wisconsin
$17.4M 190,958 +162,033 +560%
Rockefeller Capital Management
10
Rockefeller Capital Management
New York
$16.9M 185,417 -3,802 -2%
SWRP
11
Summit Wealth & Retirement Planning
California
$12.1M 133,097 +534 +0.4%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$9.68M 106,363 -5,929 -5%
SS
13
Sound Stewardship
Kansas
$7.89M 86,630 +755 +0.9%
IA
14
IFG Advisory
Georgia
$7.57M 83,138 +2,850 +4%
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$7.02M 77,112 +56,375 +272%
PFM
16
Peak Financial Management
Massachusetts
$7M 76,903 -2,471 -3%
SFS
17
Solitude Financial Services
Virginia
$6.58M 72,304 -830 -1%
CAPTRUST Financial Advisors
18
CAPTRUST Financial Advisors
North Carolina
$5.89M 64,708 -8,205 -11%
TCM
19
Towneley Capital Management
California
$5.41M 59,387 +59,387 New
BRWA
20
B. Riley Wealth Advisors
Florida
$4.69M 51,488 -2,317 -4%
GW
21
GW & Wade
Massachusetts
$4.67M 51,352 -1,050 -2%
UBS Group
22
UBS Group
Switzerland
$4.65M 51,109 -28,750 -36%
PCS
23
Personal CFO Solutions
New Jersey
$4.57M 50,241 +6,542 +15%
Jane Street
24
Jane Street
New York
$4.5M 49,444 -433,792 -90%
PCWA
25
Pacific Capital Wealth Advisors
California
$4.41M 48,473 -5,955 -11%