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abrdn Physical Precious Metals Basket Shares ETF

155 hedge funds and large institutions have $485M invested in abrdn Physical Precious Metals Basket Shares ETF in 2024 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 38 increasing their positions, 49 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 9

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

13% more capital invested

Capital invested by funds: $428M → $485M (+$56.2M)

12% more funds holding

Funds holding: 139155 (+16)

1.16% more ownership

Funds ownership: 45.18%46.34% (+1.2%)

22% less repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 49

Holders
155
Holders Change
+16
Holders Change %
+11.51%
% of All Funds
2.04%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.09%
New
27
Increased
38
Reduced
49
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
$39.9M +$726K +6,363 +2%
Wells Fargo
2
Wells Fargo
California
$33.8M +$8.72M +76,400 +33%
CCFCSB
3
Cape Cod Five Cents Savings Bank
Massachusetts
$31.2M
CFB
4
Cullen/Frost Bankers
Texas
$30.8M -$2.61M -22,830 -8%
Morgan Stanley
5
Morgan Stanley
New York
$26.9M -$2.38M -20,861 -8%
Northwestern Mutual Wealth Management
6
Northwestern Mutual Wealth Management
Wisconsin
$26M +$486K +4,258 +2%
SFA
7
Sequoia Financial Advisors
Ohio
$22.7M +$23.3M +204,095 +8,256%
LPL Financial
8
LPL Financial
California
$21.8M +$1.2M +10,468 +6%
SWRP
9
Summit Wealth & Retirement Planning
California
$16.1M +$106K +931 +0.6%
Wealth Enhancement Advisory Services
10
Wealth Enhancement Advisory Services
Minnesota
$15.1M -$5.47M -47,933 -26%
Rockefeller Capital Management
11
Rockefeller Capital Management
New York
$14.1M +$4.37M +38,299 +43%
LFG
12
Larson Financial Group
Missouri
$12.7M +$289K +2,533 +2%
PRRFG
13
Paul R. Ried Financial Group
Washington
$12.7M +$13.2M +115,454 New
Focus Partners Wealth
14
Focus Partners Wealth
Massachusetts
$11.2M +$11.3M +98,667 +2,940%
IA
15
IFG Advisory
Georgia
$9.31M -$566K -4,959 -6%
SS
16
Sound Stewardship
Kansas
$8.85M -$546K -4,782 -6%
PFM
17
Peak Financial Management
Massachusetts
$8.52M -$53.7K -470 -0.6%
Wealthfront Advisers
18
Wealthfront Advisers
California
$7.76M +$2.71M +23,753 +51%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$7.5M -$30.8K -270 -0.4%
SFS
20
Solitude Financial Services
Virginia
$7.35M -$540K -4,732 -7%
PWM
21
Pines Wealth Management
North Carolina
$6.87M +$6.91M +60,538 New
IWS
22
Insight Wealth Strategies
California
$6.33M +$6.59M +57,678 New
TCM
23
Towneley Capital Management
California
$6.28M -$48.6K -426 -0.7%
CAPTRUST Financial Advisors
24
CAPTRUST Financial Advisors
North Carolina
$5.66M -$77.2K -676 -1%
CG
25
Castellan Group
Kentucky
$5.4M -$563K -4,935 -9%