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abrdn Physical Precious Metals Basket Shares ETF

141 hedge funds and large institutions have $451M invested in abrdn Physical Precious Metals Basket Shares ETF in 2024 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 41 increasing their positions, 56 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 9

1.17% more ownership

Funds ownership: 48.61%49.78% (+1.2%)

1% more funds holding

Funds holding: 140141 (+1)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

3% less capital invested

Capital invested by funds: $462M → $451M (-$11.7M)

27% less repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 56

Holders
141
Holders Change
+1
Holders Change %
+0.71%
% of All Funds
2.03%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
13
Increased
41
Reduced
56
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$44.6M -$1.93M -21,471 -4%
CFB
2
Cullen/Frost Bankers
Texas
$34.1M -$2.07M -23,065 -6%
CCFCSB
3
Cape Cod Five Cents Savings Bank
Massachusetts
$27.2M +$745K +8,302 +3%
Jane Street
4
Jane Street
New York
$25.2M +$19.3M +214,859 +435%
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$24.6M -$818K -9,113 -3%
CSIA
6
Charles Schwab Investment Advisory
California
$21.1M -$1.15M -12,795 -5%
Morgan Stanley
7
Morgan Stanley
New York
$19.6M -$33.8M -376,360 -65%
Northwestern Mutual Wealth Management
8
Northwestern Mutual Wealth Management
Wisconsin
$19.1M +$810K +9,020 +5%
Wells Fargo
9
Wells Fargo
California
$18.1M -$13M -144,768 -43%
LPL Financial
10
LPL Financial
California
$17.2M -$3.82M -42,545 -19%
Rockefeller Capital Management
11
Rockefeller Capital Management
New York
$16.2M -$1.45M -16,093 -9%
SWRP
12
Summit Wealth & Retirement Planning
California
$12.9M +$161K +1,789 +1%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$10.5M +$2.96M +33,017 +43%
Bank of Montreal
14
Bank of Montreal
Ontario, Canada
$9.33M +$6.64M +73,951 +314%
SS
15
Sound Stewardship
Kansas
$8.54M +$253K +2,822 +3%
PFM
16
Peak Financial Management
Massachusetts
$7.5M +$144K +1,607 +2%
IA
17
IFG Advisory
Georgia
$6.96M -$918K -10,219 -12%
SFS
18
Solitude Financial Services
Virginia
$6.6M -$285K -3,170 -4%
CMP
19
Courage Miller Partners
Virginia
$6.24M +$5.87M +65,377 New
CAPTRUST Financial Advisors
20
CAPTRUST Financial Advisors
North Carolina
$5.77M -$386K -4,299 -7%
TCM
21
Towneley Capital Management
California
$5.67M +$1.08K +12 +0%
Focus Partners Wealth
22
Focus Partners Wealth
Massachusetts
$5.17M +$4.67M +52,012 New
GIA
23
Gladstone Institutional Advisory
Florida
$4.91M +$509K +5,671 +12%
PCS
24
Personal CFO Solutions
New Jersey
$4.82M +$17.2K +192 +0.4%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$4.8M -$5.04M -56,145 -53%