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abrdn Physical Palladium Shares ETF
PALL

77 hedge funds and large institutions have $59.8M invested in abrdn Physical Palladium Shares ETF in 2023 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 26 increasing their positions, 16 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 16

0% more funds holding

Funds holding: 77 → 77 (0)

0% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 11

6.25% less ownership

Funds ownership: 120.22% → 113.98% (-6.2%)

16% less capital invested

Capital invested by funds: $71.1M → $59.8M (-$11.3M)

Holders
77
Holders Change
–
Holders Change %
0%
% of All Funds
1.23%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
26
Reduced
16
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
MAM
Milestone Asset Management
Pennsylvania
+$3.01M
2
FNC
First National Corp
Massachusetts
+$1.85M
3
FIM
Freedom Investment Management
Connecticut
+$1.66M
4
Jane Street
Jane Street
New York
+$1.51M
5
JP Morgan Chase
JP Morgan Chase
New York
+$981K

Top Sellers

Rank Fund Capital Flow
1
AWM
Axxcess Wealth Management
California
-$3.08M
2
Amundi
Amundi
France
-$2.24M
3
Morgan Stanley
Morgan Stanley
New York
-$1.56M
4
RJA
Raymond James & Associates
Florida
-$828K
5
TL
Tradewinds LLC
North Carolina
-$719K
Name Holding Trade Value Shares
Change 		Change in
Stake
Citadel Advisors
26
Citadel Advisors
Florida
$422K -$208K -7,180 -31%
VFA
27
Valeo Financial Advisors
Indiana
$412K – – –
WMG
28
WESCAP Management Group
California
$375K -$18.7K -645 -4%
IFG
29
Independent Financial Group
California
$337K -$60K -2,075 -14%
SWP
30
Stratos Wealth Partners
Ohio
$288K +$5.35K +185 +2%
SG Americas Securities
31
SG Americas Securities
New York
$280K – – –
SPIA
32
Steward Partners Investment Advisory
New York
$279K -$14.5K -500 -5%
HIS
33
Harvest Investment Services
Illinois
$265K +$92.1K +3,185 +48%
WP
34
WMS Partners
Maryland
$264K +$283K +9,775 New
Osaic Holdings
35
Osaic Holdings
Arizona
$263K -$146K -5,065 -34%
GSC
36
Ground Swell Capital
South Carolina
$258K +$277K +9,570 New
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$244K -$210K -7,275 -45%
LTI
38
Laffer Tengler Investments
Tennessee
$235K +$47K +1,625 +23%
Cerity Partners
39
Cerity Partners
New York
$234K +$251K +8,675 New
BSW
40
Buckingham Strategic Wealth
Missouri
$232K – – –
KAS
41
Kestra Advisory Services
Texas
$226K +$17.3K +600 +8%
Cetera Investment Advisers
42
Cetera Investment Advisers
Illinois
$202K +$20.5K +710 +10%
ST
43
Smithfield Trust
Pennsylvania
$162K – – –
HWA
44
Heritage Wealth Advisors
Virginia
$152K – – –
TCWA
45
Ten Capital Wealth Advisors
Washington
$140K +$147K +5,075 +5,075%
ASN
46
Advisory Services Network
Georgia
$95.3K -$72.3K -2,500 -41%
FIA
47
FNY Investment Advisers
New York
$67K +$72.3K +2,500 New
AF
48
Advisornet Financial
Minnesota
$36.6K +$9.25K +320 +31%
GRP
49
Global Retirement Partners
California
$28.3K – – –
HNB
50
Huntington National Bank
Ohio
$27.2K – – –
1
2
3 4

PALL Hedge Fund Activity: Q1 2023 in Review

77 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in abrdn Physical Palladium Shares ETF (PALL) for Q1 2023, worth a combined $59.8M — down 16% from $71.1M a quarter earlier.

Fund positioning in PALL was balanced in Q1 2023: 11 funds opened new positions, 11 closed out, 26 added to existing stakes and 16 trimmed.

The largest buyer was Milestone Asset Management, opening a new position worth an estimated $3.01M. The largest seller was Axxcess Wealth Management, exiting entirely with an estimated $3.08M sold.

  • 77 institutional investors held abrdn Physical Palladium Shares ETF (PALL) as of Q1 2023, unchanged from Q4 2022.
  • Funds reported $59.8M of abrdn Physical Palladium Shares ETF stock for Q1 2023, down 16% quarter-over-quarter.
  • 11 funds opened new abrdn Physical Palladium Shares ETF positions in Q1 2023 and 11 closed out, a net change of 0 holders.
  • The largest abrdn Physical Palladium Shares ETF buyer in Q1 2023 was Milestone Asset Management, an estimated $3.01M added.
  • The largest abrdn Physical Palladium Shares ETF seller in Q1 2023 was Axxcess Wealth Management, an estimated $3.08M sold.

Based on aggregated 13F filings for Q1 2023.