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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 12 funds opening new positions, 46 increasing their positions, 47 reducing their positions, and 12 closing their positions.

Holders
139
Holders Change
-1
Holders Change %
-0.71%
% of All Funds
2.01%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
12
Increased
46
Reduced
47
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$40.5M 357,212 +1,998 +0.6%
CFB
2
Cullen/Frost Bankers
Texas
$34.3M 302,958 -32,482 -10%
CCFCSB
3
Cape Cod Five Cents Savings Bank
Massachusetts
$31.2M 275,242 +2,675 +1%
Morgan Stanley
4
Morgan Stanley
New York
$30.1M 265,450 -8,022 -3%
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$26.3M 232,373 +24,021 +12%
Wells Fargo
6
Wells Fargo
California
$26.2M 231,233 +21,837 +10%
LPL Financial
7
LPL Financial
California
$21.3M 187,645 -1,859 -1%
Wealth Enhancement Advisory Services
8
Wealth Enhancement Advisory Services
Minnesota
$21M 185,091 -9,098 -5%
SWRP
9
Summit Wealth & Retirement Planning
California
$16.5M 145,362 +5,745 +4%
LFG
10
Larson Financial Group
Missouri
$12.8M 112,992 +99,255 +723%
Rockefeller Capital Management
11
Rockefeller Capital Management
New York
$10.2M 89,990 -75,139 -46%
IA
12
IFG Advisory
Georgia
$10.2M 89,782 +4,107 +5%
SS
13
Sound Stewardship
Kansas
$9.67M 85,369 -1,495 -2%
PFM
14
Peak Financial Management
Massachusetts
$8.84M 78,035 -289 -0.4%
SFS
15
Solitude Financial Services
Virginia
$8.12M 71,677 +137 +0.2%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$7.77M 68,549 +23,231 +51%
TCM
17
Towneley Capital Management
California
$6.53M 57,597 -621 -1%
CG
18
Castellan Group
Kentucky
$6.13M 54,132 +13,570 +33%
CAPTRUST Financial Advisors
19
CAPTRUST Financial Advisors
North Carolina
$5.92M 52,237 -5,873 -10%
GIA
20
Gladstone Institutional Advisory
Florida
$5.6M 49,401 -14 -0%
Wealthfront Advisers
21
Wealthfront Advisers
California
$5.32M 46,951 -4,500 -9%
UBS Group
22
UBS Group
Switzerland
$4.43M 39,111 +3,167 +9%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$4.16M 36,744 +1,493 +4%
IWM
24
IHT Wealth Management
Illinois
$3.63M 32,055 +4,854 +18%
SEA
25
Stegent Equity Advisors
Texas
$3.31M 29,235 -7,139 -20%