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abrdn Physical Precious Metals Basket Shares ETF

174 hedge funds and large institutions have $679M invested in abrdn Physical Precious Metals Basket Shares ETF in 2025 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 47 increasing their positions, 59 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

0.35% less ownership

Funds ownership: 47.91%47.56% (-0.35%)

20% less repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 59

Holders
174
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$69.4M
Bank of America
2
Bank of America
North Carolina
$48.4M
Wells Fargo
3
Wells Fargo
California
$46.4M
LPL Financial
4
LPL Financial
California
$33.6M
CCFCSB
5
Cape Cod Five Cents Savings Bank
Massachusetts
$31.2M
CFB
6
Cullen/Frost Bankers
Texas
$29.7M
Northwestern Mutual Wealth Management
7
Northwestern Mutual Wealth Management
Wisconsin
$29.6M
Wealth Enhancement Advisory Services
8
Wealth Enhancement Advisory Services
Minnesota
$27M
Focus Partners Wealth
9
Focus Partners Wealth
Massachusetts
$23.9M
SFA
10
Sequoia Financial Advisors
Ohio
$23.8M
SWRP
11
Summit Wealth & Retirement Planning
California
$21M
Wealthfront Advisers
12
Wealthfront Advisers
California
$19.1M
Rockefeller Capital Management
13
Rockefeller Capital Management
New York
$17.8M
LFG
14
Larson Financial Group
Missouri
$15.6M
PRRFG
15
Paul R. Ried Financial Group
Washington
$14.6M
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$11.3M
IA
17
IFG Advisory
Georgia
$10.8M
ACM
18
Advance Capital Management
Michigan
$10.8M
PFM
19
Peak Financial Management
Massachusetts
$10.4M
SS
20
Sound Stewardship
Kansas
$9.58M
Stifel Financial
21
Stifel Financial
Missouri
$9.08M
SFS
22
Solitude Financial Services
Virginia
$8.56M
HighTower Advisors
23
HighTower Advisors
Illinois
$8.42M
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$7.46M
TCM
25
Towneley Capital Management
California
$7.07M