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abrdn Physical Precious Metals Basket Shares ETF

139 hedge funds and large institutions have $428M invested in abrdn Physical Precious Metals Basket Shares ETF in 2024 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 47 increasing their positions, 47 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.56% more ownership

Funds ownership: 42.63%45.18% (+2.6%)

4% more capital invested

Capital invested by funds: $410M → $428M (+$18.3M)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

0% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 47

8% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 12

1% less funds holding

Funds holding: 141139 (-2)

Holders
139
Holders Change
-2
Holders Change %
-1.42%
% of All Funds
2%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
11
Increased
47
Reduced
47
Closed
12
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
$40.5M +$214K +1,998 +0.6%
CFB
2
Cullen/Frost Bankers
Texas
$34.3M -$3.48M -32,482 -10%
CCFCSB
3
Cape Cod Five Cents Savings Bank
Massachusetts
$31.2M +$286K +2,675 +1%
Morgan Stanley
4
Morgan Stanley
New York
$30.1M -$859K -8,022 -3%
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$26.3M +$2.57M +24,021 +12%
Wells Fargo
6
Wells Fargo
California
$26.2M +$2.34M +21,837 +10%
LPL Financial
7
LPL Financial
California
$21.3M -$199K -1,859 -1%
Wealth Enhancement Advisory Services
8
Wealth Enhancement Advisory Services
Minnesota
$21M -$974K -9,098 -5%
SWRP
9
Summit Wealth & Retirement Planning
California
$16.5M +$615K +5,745 +4%
LFG
10
Larson Financial Group
Missouri
$12.8M +$10.6M +99,255 +723%
Rockefeller Capital Management
11
Rockefeller Capital Management
New York
$10.2M -$8.05M -75,139 -46%
IA
12
IFG Advisory
Georgia
$10.2M +$440K +4,107 +5%
SS
13
Sound Stewardship
Kansas
$9.67M -$160K -1,495 -2%
PFM
14
Peak Financial Management
Massachusetts
$8.84M -$30.9K -289 -0.4%
SFS
15
Solitude Financial Services
Virginia
$8.12M +$14.7K +137 +0.2%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$7.77M +$2.49M +23,231 +51%
TCM
17
Towneley Capital Management
California
$6.53M -$66.5K -621 -1%
CG
18
Castellan Group
Kentucky
$6.13M +$1.45M +13,570 +33%
CAPTRUST Financial Advisors
19
CAPTRUST Financial Advisors
North Carolina
$5.92M -$629K -5,873 -10%
GIA
20
Gladstone Institutional Advisory
Florida
$5.6M -$1.5K -14 -0%
Wealthfront Advisers
21
Wealthfront Advisers
California
$5.32M -$482K -4,500 -9%
UBS Group
22
UBS Group
Switzerland
$4.43M +$339K +3,167 +9%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$4.16M +$160K +1,493 +4%
IWM
24
IHT Wealth Management
Illinois
$3.63M +$520K +4,854 +18%
SEA
25
Stegent Equity Advisors
Texas
$3.31M -$764K -7,139 -20%