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abrdn Physical Precious Metals Basket Shares ETF
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Overview Fund Activity

154 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 26 funds opening new positions, 38 increasing their positions, 49 reducing their positions, and 9 closing their positions.

Holders
154
Holders Change
+15
Holders Change %
+10.79%
% of All Funds
2.05%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.09%
New
26
Increased
38
Reduced
49
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SFA
1
Sequoia Financial Advisors
Ohio
$22.7M
2
PRRFG
2
Paul R. Ried Financial Group
Washington
$12.7M
3
Focus Partners Wealth
3
Focus Partners Wealth
Massachusetts
$11.2M
4
Wells Fargo
4
Wells Fargo
California
$33.8M
5
PWM
5
Pines Wealth Management
North Carolina
$6.87M

Top Sellers

1
IAIM
1
International Assets Investment Management
Florida
$493K
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$15.1M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$0
4
CFB
4
Cullen/Frost Bankers
Texas
$30.8M
5
Morgan Stanley
5
Morgan Stanley
New York
$26.9M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$39.9M 363,575 +6,363 +2%
Wells Fargo
2
Wells Fargo
California
$33.8M 307,633 +76,400 +33%
CCFCSB
3
Cape Cod Five Cents Savings Bank
Massachusetts
$31.2M 275,242 – –
CFB
4
Cullen/Frost Bankers
Texas
$30.8M 280,128 -22,830 -8%
Morgan Stanley
5
Morgan Stanley
New York
$26.9M 244,589 -20,861 -8%
Northwestern Mutual Wealth Management
6
Northwestern Mutual Wealth Management
Wisconsin
$26M 236,631 +4,258 +2%
SFA
7
Sequoia Financial Advisors
Ohio
$22.7M 206,567 +204,095 +8,256%
LPL Financial
8
LPL Financial
California
$21.8M 198,113 +10,468 +6%
SWRP
9
Summit Wealth & Retirement Planning
California
$16.1M 146,293 +931 +0.6%
Wealth Enhancement Advisory Services
10
Wealth Enhancement Advisory Services
Minnesota
$15.1M 137,158 -47,933 -26%
Rockefeller Capital Management
11
Rockefeller Capital Management
New York
$14.1M 128,289 +38,299 +43%
LFG
12
Larson Financial Group
Missouri
$12.7M 115,525 +2,533 +2%
PRRFG
13
Paul R. Ried Financial Group
Washington
$12.7M 115,454 +115,454 New
Focus Partners Wealth
14
Focus Partners Wealth
Massachusetts
$11.2M 102,023 +98,667 +2,940%
IA
15
IFG Advisory
Georgia
$9.31M 84,823 -4,959 -6%
SS
16
Sound Stewardship
Kansas
$8.85M 80,587 -4,782 -6%
PFM
17
Peak Financial Management
Massachusetts
$8.52M 77,565 -470 -0.6%
Wealthfront Advisers
18
Wealthfront Advisers
California
$7.76M 70,704 +23,753 +51%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$7.5M 68,279 -270 -0.4%
SFS
20
Solitude Financial Services
Virginia
$7.35M 66,945 -4,732 -7%
PWM
21
Pines Wealth Management
North Carolina
$6.87M 60,538 +60,538 New
IWS
22
Insight Wealth Strategies
California
$6.33M 57,678 +57,678 New
TCM
23
Towneley Capital Management
California
$6.28M 57,171 -426 -0.7%
CAPTRUST Financial Advisors
24
CAPTRUST Financial Advisors
North Carolina
$5.66M 51,561 -676 -1%
CG
25
Castellan Group
Kentucky
$5.4M 49,197 -4,935 -9%
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