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abrdn Physical Precious Metals Basket Shares ETF
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Overview Fund Activity

140 hedge funds and large institutions have $410M invested in abrdn Physical Precious Metals Basket Shares ETF in 2024 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 38 increasing their positions, 51 reducing their positions, and 15 closing their positions.

Holders
140
Holders Change
-1
Holders Change %
-0.71%
% 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
18
Increased
38
Reduced
51
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$21.6M
2
Morgan Stanley
2
Morgan Stanley
New York
$28.2M
3
SWIG
3
Strategic Wealth Investment Group
Kentucky
$4M
4
IWM
4
IHT Wealth Management
Illinois
$2.8M
5
Wells Fargo
5
Wells Fargo
California
$21.6M

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
GAA
2
Global Assets Advisory
Florida
$221K
3
CSIA
3
Charles Schwab Investment Advisory
California
$0
4
Bank of America
4
Bank of America
North Carolina
$36.6M
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$326K
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$36.6M 355,214 -111,435 -24%
CFB
2
Cullen/Frost Bankers
Texas
$34.5M 335,440 -21,824 -6%
Morgan Stanley
3
Morgan Stanley
New York
$28.2M 273,472 +68,214 +33%
CCFCSB
4
Cape Cod Five Cents Savings Bank
Massachusetts
$28.1M 272,567 -12,101 -4%
Charles Schwab
5
Charles Schwab
California
$21.6M 209,488 +209,488 New
Wells Fargo
6
Wells Fargo
California
$21.6M 209,396 +19,480 +10%
Northwestern Mutual Wealth Management
7
Northwestern Mutual Wealth Management
Wisconsin
$21.5M 208,352 +8,374 +4%
Wealth Enhancement Advisory Services
8
Wealth Enhancement Advisory Services
Minnesota
$20M 194,189 -63,104 -25%
LPL Financial
9
LPL Financial
California
$19.5M 189,504 +9,900 +6%
Rockefeller Capital Management
10
Rockefeller Capital Management
New York
$17M 165,129 -4,195 -2%
SWRP
11
Summit Wealth & Retirement Planning
California
$14.4M 139,617 +4,731 +4%
SS
12
Sound Stewardship
Kansas
$8.95M 86,864 -2,588 -3%
IA
13
IFG Advisory
Georgia
$8.82M 85,675 +12,756 +17%
PFM
14
Peak Financial Management
Massachusetts
$8.07M 78,324 -186 -0.2%
SFS
15
Solitude Financial Services
Virginia
$7.37M 71,540 +2,406 +3%
TCM
16
Towneley Capital Management
California
$6M 58,218 -1,181 -2%
CAPTRUST Financial Advisors
17
CAPTRUST Financial Advisors
North Carolina
$5.98M 58,110 -2,299 -4%
Focus Partners Wealth
18
Focus Partners Wealth
Massachusetts
$5.73M 53,585 +1,573 +3%
Wealthfront Advisers
19
Wealthfront Advisers
California
$5.3M 51,451 +7,241 +16%
GIA
20
Gladstone Institutional Advisory
Florida
$5.09M 49,415 -2,043 -4%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$4.67M 45,318 -4,900 -10%
CG
22
Castellan Group
Kentucky
$4.18M 40,562 -2,170 -5%
SWIG
23
Strategic Wealth Investment Group
Kentucky
$4M 38,817 +38,817 New
SEA
24
Stegent Equity Advisors
Texas
$3.75M 36,374 -4,992 -12%
UBS Group
25
UBS Group
Switzerland
$3.7M 35,944 -13,450 -27%
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