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abrdn Physical Palladium Shares ETF
PALL

72 hedge funds and large institutions have $126M invested in abrdn Physical Palladium Shares ETF in 2021 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 23 increasing their positions, 14 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 9

64% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 14

36% more capital invested

Capital invested by funds: $93M → $126M (+$33.1M)

13% more funds holding

Funds holding: 64 → 72 (+8)

9.28% more ownership

Funds ownership: 115.02% → 124.31% (+9.3%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
72
Holders Change
+8
Holders Change %
+12.5%
% of All Funds
1.25%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
17
Increased
23
Reduced
14
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LFA
Legend Financial Advisors
Pennsylvania
+$9.61M
2
CPO
Cerity Partners OCIO
New York
+$8.79M
3
TC
Trilogy Capital
California
+$4.79M
4
OMC
Old Mission Capital
Illinois
+$4.51M
5
RJFSA
Raymond James Financial Services Advisors
Florida
+$3.45M

Top Sellers

Rank Fund Capital Flow
1
SAM
Synergy Asset Management
Washington
-$3.1M
2
JP Morgan Chase
JP Morgan Chase
New York
-$2.84M
3
JWS
Juncture Wealth Strategies
Arizona
-$1.37M
4
RJA
Raymond James & Associates
Florida
-$785K
5
BRWA
B. Riley Wealth Advisors
Florida
-$555K
Name Holding Trade Value Shares
Change 		Change in
Stake
SPIA
26
Steward Partners Investment Advisory
New York
$635K +$194K +3,725 +44%
CP
27
Camelot Portfolios
Ohio
$609K +$612K +11,725 New
AFP
28
Ausdal Financial Partners
Iowa
$573K +$576K +11,040 New
SG Americas Securities
29
SG Americas Securities
New York
$539K – – –
ASN
30
Advisory Services Network
Georgia
$497K +$13K +250 +3%
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$445K +$101K +1,935 +29%
BCV
32
Banque Cantonale Vaudoise
Switzerland
$385K -$17.5K -335 -4%
IA
33
IFP Advisors
Florida
$371K +$364K +6,970 +7,337%
BSW
34
Buckingham Strategic Wealth
Missouri
$365K – – –
HighTower Advisors
35
HighTower Advisors
Illinois
$322K -$38.9K -745 -11%
LTI
36
Laffer Tengler Investments
Tennessee
$316K +$188K +3,600 +145%
ST
37
Smithfield Trust
Pennsylvania
$312K – – –
AI
38
AXS Investments
New York
$295K +$296K +5,675 New
HWA
39
Heritage Wealth Advisors
Virginia
$292K – – –
GJIC
40
Gamble Jones Investment Counsel
California
$288K – – –
PMG
41
ProVise Management Group
Florida
$273K +$56.1K +1,075 +26%
SPC
42
Sigma Planning Corp
Michigan
$235K -$384K -7,365 -62%
CIAS
43
Capital Investment Advisory Services
North Carolina
$208K +$209K +4,000 New
Rockefeller Capital Management
44
Rockefeller Capital Management
New York
$149K -$522 -10 -0.3%
US Bancorp
45
US Bancorp
Minnesota
$122K – – –
SAS
46
Stelac Advisory Services
New York
$117K +$117K +2,245 New
FCB
47
First Command Bank
Texas
$91K -$36.5K -700 -28%
FCFS
48
First Command Financial Services
Texas
$91K -$36.5K -700 -28%
CAPTRUST Financial Advisors
49
CAPTRUST Financial Advisors
North Carolina
$80K – – –
Carson Wealth (CWM LLC)
50
Carson Wealth (CWM LLC)
Nebraska
$63K – – –
1
2
3 4

PALL Hedge Fund Activity: Q2 2021 in Review

72 of the 5,746 institutional investors tracked by Wall St. Rank reported a position in abrdn Physical Palladium Shares ETF (PALL) for Q2 2021, worth a combined $126M — up 36% from $93M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new PALL positions and 9 closed out — a net gain of 8 holders — while 23 added to existing stakes and 14 trimmed.

The largest buyer was Legend Financial Advisors, adding an estimated $9.61M. The largest seller was Synergy Asset Management, exiting entirely with an estimated $3.1M sold.

  • 72 institutional investors held abrdn Physical Palladium Shares ETF (PALL) as of Q2 2021, up from 64 in Q1 2021.
  • Funds reported $126M of abrdn Physical Palladium Shares ETF stock for Q2 2021, up 36% quarter-over-quarter.
  • 17 funds opened new abrdn Physical Palladium Shares ETF positions in Q2 2021 and 9 closed out, a net change of +8 holders.
  • The largest abrdn Physical Palladium Shares ETF buyer in Q2 2021 was Legend Financial Advisors, an estimated $9.61M added.
  • The largest abrdn Physical Palladium Shares ETF seller in Q2 2021 was Synergy Asset Management, an estimated $3.1M sold.

Based on aggregated 13F filings for Q2 2021.