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abrdn Physical Palladium Shares ETF
PALL

56 hedge funds and large institutions have $78.1M invested in abrdn Physical Palladium Shares ETF in 2020 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 8 increasing their positions, 14 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 10

27% more funds holding

Funds holding: 44 → 56 (+12)

13% less capital invested

Capital invested by funds: $90.1M → $78.1M (-$12M)

20.76% less ownership

Funds ownership: 146.29% → 125.53% (-21%)

43% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 14

50% less funds holding in top 10

Funds holding in top 10: 4 → 2 (-2)

Holders
56
Holders Change
+12
Holders Change %
+27.27%
% of All Funds
1.23%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
24
Increased
8
Reduced
14
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$4.06M
2
Citadel Advisors
Citadel Advisors
Florida
+$3.27M
3
ACM
Anfield Capital Management
California
+$1.64M
4
FI
FormulaFolio Investments
Michigan
+$1.44M
5
CS
Credit Suisse
Switzerland
+$849K

Top Sellers

Rank Fund Capital Flow
1
LFA
Legend Financial Advisors
Pennsylvania
-$10.1M
2
SFS
Searcy Financial Services
Kansas
-$9.68M
3
IAN
Integrated Advisors Network
Texas
-$4.65M
4
SL
Savior LLC
Massachusetts
-$3.47M
5
LPL Financial
LPL Financial
California
-$3.29M
Name Holding Trade Value Shares
Change 		Change in
Stake
HighTower Advisors
26
HighTower Advisors
Illinois
$266K +$258K +5,985 New
RJA
27
Raymond James & Associates
Florida
$260K -$21.5K -500 -8%
PMG
28
ProVise Management Group
Florida
$257K +$249K +5,780 New
HWA
29
Heritage Wealth Advisors
Virginia
$250K – – –
GJIC
30
Gamble Jones Investment Counsel
California
$247K – – –
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$224K +$217K +5,045 New
ASN
32
Advisory Services Network
Georgia
$222K – – –
Susquehanna International Group
33
Susquehanna International Group
Pennsylvania
$220K +$213K +4,945 New
TSS
34
Two Sigma Securities
New York
$214K +$208K +4,825 New
SPIA
35
Steward Partners Investment Advisory
New York
$171K -$36.6K -850 -18%
HI
36
Hudock Inc
Pennsylvania
$81K +$75.4K +1,750 +2,188%
CAPTRUST Financial Advisors
37
CAPTRUST Financial Advisors
North Carolina
$64K +$66.8K +1,550 New
Carson Wealth (CWM LLC)
38
Carson Wealth (CWM LLC)
Nebraska
$63K – – –
HNB
39
Huntington National Bank
Ohio
$45K – – –
TWA
40
TCI Wealth Advisors
Arizona
$44K -$21.5K -500 -33%
SWM
41
Sugarloaf Wealth Management
Georgia
$44K +$43.1K +1,000 New
GWM
42
Geneos Wealth Management
Colorado
$43K – – –
WT
43
Washington Trust
Rhode Island
$39K +$37.7K +875 New
US Bancorp
44
US Bancorp
Minnesota
$37K – – –
RFM
45
Royal Fund Management
Florida
$33K – – –
Rockefeller Capital Management
46
Rockefeller Capital Management
New York
$32K +$31.5K +730 New
PNC Financial Services Group
47
PNC Financial Services Group
Pennsylvania
$26K +$21.5K +500 +625%
Citigroup
48
Citigroup
New York
$22K +$21.5K +500 New
CAN
49
Claraphi Advisory Network
United States
$13K +$12.7K +295 New
PWMG
50
Prestige Wealth Management Group
New Jersey
$11K +$10.8K +250 New
1
2
3

PALL Hedge Fund Activity: Q1 2020 in Review

56 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in abrdn Physical Palladium Shares ETF (PALL) for Q1 2020, worth a combined $78.1M — down 13% from $90.1M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new PALL positions and 10 closed out — a net gain of 14 holders — while 8 added to existing stakes and 14 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $4.06M. The largest seller was Legend Financial Advisors, cutting an estimated $10.1M.

  • 56 institutional investors held abrdn Physical Palladium Shares ETF (PALL) as of Q1 2020, up from 44 in Q4 2019.
  • Funds reported $78.1M of abrdn Physical Palladium Shares ETF stock for Q1 2020, down 13% quarter-over-quarter.
  • 24 funds opened new abrdn Physical Palladium Shares ETF positions in Q1 2020 and 10 closed out, a net change of +14 holders.
  • The largest abrdn Physical Palladium Shares ETF buyer in Q1 2020 was Morgan Stanley, an estimated $4.06M added.
  • The largest abrdn Physical Palladium Shares ETF seller in Q1 2020 was Legend Financial Advisors, an estimated $10.1M sold.

Based on aggregated 13F filings for Q1 2020.