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abrdn Physical Precious Metals Basket Shares ETF

230 hedge funds and large institutions have $1.21B invested in abrdn Physical Precious Metals Basket Shares ETF in 2025 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 69 increasing their positions, 51 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

242% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 19

35% more capital invested

Capital invested by funds: $897M → $1.21B (+$317M)

35% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 51

23% more funds holding

Funds holding: 187230 (+43)

10% more funds holding in top 10

Funds holding in top 10: 1011 (+1)

2.24% less ownership

Funds ownership: 50.21%47.97% (-2.2%)

Holders
230
Holders Change
+43
Holders Change %
+22.99%
% of All Funds
2.8%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.13%
New
65
Increased
69
Reduced
51
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$114M +$6.27M +34,142 +7%
Wells Fargo
2
Wells Fargo
California
$96.9M +$9.26M +50,391 +12%
LPL Financial
3
LPL Financial
California
$78.3M +$19.8M +107,963 +40%
Bank of America
4
Bank of America
North Carolina
$76.2M -$1.51M -8,229 -2%
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$47.7M +$3.91M +21,283 +10%
Wealth Enhancement Advisory Services
6
Wealth Enhancement Advisory Services
Minnesota
$45.3M +$636K +3,465 +2%
Focus Partners Wealth
7
Focus Partners Wealth
Massachusetts
$45.1M +$2.34M +12,744 +6%
CFB
8
Cullen/Frost Bankers
Texas
$38.1M -$1.72M -9,361 -5%
Rockefeller Capital Management
9
Rockefeller Capital Management
New York
$36.2M +$6.61M +35,985 +26%
SFA
10
Sequoia Financial Advisors
Ohio
$34.2M -$796K -4,333 -3%
Wealthfront Advisers
11
Wealthfront Advisers
California
$31.4M +$3.12M +16,997 +13%
CCFCSB
12
Cape Cod Five Cents Savings Bank
Massachusetts
$31.2M
SWRP
13
Summit Wealth & Retirement Planning
California
$28.9M -$1.98M -10,775 -7%
Ameriprise
14
Ameriprise
Minnesota
$27.3M +$799K +4,351 +3%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$20M -$6.06K -33 -0%
PRRFG
16
Paul R. Ried Financial Group
Washington
$18.8M -$2.22M -12,062 -12%
LFG
17
Larson Financial Group
Missouri
$18.1M -$913K -4,969 -5%
AWA
18
Argos Wealth Advisors
California
$17.2M +$15.3M +83,463 New
Thrivent Financial for Lutherans
19
Thrivent Financial for Lutherans
Minnesota
$17M +$15.2M +82,519 New
Stifel Financial
20
Stifel Financial
Missouri
$16.9M +$2.58M +14,053 +21%
Raymond James Financial
21
Raymond James Financial
Florida
$15.7M +$5.46M +29,739 +64%
PFM
22
Peak Financial Management
Massachusetts
$14.9M -$297K -1,619 -2%
IA
23
IFG Advisory
Georgia
$14.7M -$1.46M -7,956 -10%
Pictet Asset Management
24
Pictet Asset Management
Switzerland
$14M -$1.77M -9,620 -12%
HighTower Advisors
25
HighTower Advisors
Illinois
$13.8M -$18.2K -99 -0.1%