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abrdn Physical Palladium Shares ETF
PALL

60 hedge funds and large institutions have $59.7M invested in abrdn Physical Palladium Shares ETF in 2023 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 14 increasing their positions, 15 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

18.08% more ownership

Funds ownership: 122.33% → 140.41% (+18%)

9% more capital invested

Capital invested by funds: $55M → $59.7M (+$4.68M)

7% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 15

5% less funds holding

Funds holding: 63 → 60 (-3)

20% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 15

Holders
60
Holders Change
-3
Holders Change %
-4.76%
% of All Funds
0.87%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
14
Reduced
15
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$5.93M
2
KL
KGH Ltd
Bahamas
+$5.41M
3
Jane Street
Jane Street
New York
+$1.27M
4
Renaissance Technologies
Renaissance Technologies
New York
+$982K
5
HF
HRT Financial
New York
+$549K

Top Sellers

Rank Fund Capital Flow
1
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$2.12M
2
Citadel Advisors
Citadel Advisors
Florida
-$526K
3
Bank of America
Bank of America
North Carolina
-$501K
4
LFA
Legend Financial Advisors
Pennsylvania
-$425K
5
LPL Financial
LPL Financial
California
-$364K
Name Holding Trade Value Shares
Change 		Change in
Stake
SG Americas Securities
26
SG Americas Securities
New York
$210K – – –
ST
27
Smithfield Trust
Pennsylvania
$121K – – –
HWA
28
Heritage Wealth Advisors
Virginia
$114K – – –
FIA
29
FNY Investment Advisers
New York
$85K +$85.7K +4,250 New
IA
30
IFP Advisors
Florida
$80.9K – – –
SPIA
31
Steward Partners Investment Advisory
New York
$72.8K -$101K -4,990 -58%
ASN
32
Advisory Services Network
Georgia
$71.4K +$71.2K +3,530 New
AA
33
Ancora Advisors
Ohio
$28.6K +$25.2K +1,250 +758%
AF
34
Advisornet Financial
Minnesota
$28.2K +$302 +15 +1%
SWM
35
Spire Wealth Management
Virginia
$26.1K +$22.1K +1,095 +274%
TRCT
36
Tower Research Capital (TRC)
New York
$20.5K +$20.4K +1,010 +20,200%
HNB
37
Huntington National Bank
Ohio
$20.4K – – –
CAL
38
Capital Analysts LLC
Pennsylvania
$16K +$16.3K +810 New
WT
39
Washington Trust
Rhode Island
$15.2K – – –
PFBT
40
Parkside Financial Bank & Trust
Missouri
$10.5K – – –
Nomura Asset Management
41
Nomura Asset Management
Japan
$10.1K – – –
LFG
42
Larson Financial Group
Missouri
$9.91K – – –
GRP
43
Global Retirement Partners
California
$8.62K -$11.6K -575 -53%
Fifth Third Bancorp
44
Fifth Third Bancorp
Ohio
$7.58K – – –
SIC
45
SJS Investment Consulting
Ohio
$7.58K – – –
TWM
46
Tradition Wealth Management
Minnesota
$7K +$3.53K +175 +117%
MSG
47
Main Street Group
Virginia
$5.05K +$5.04K +250 New
AWM
48
Avior Wealth Management
Nebraska
$3.94K – – –
JFA
49
JNBA Financial Advisors
Minnesota
$3.54K – – –
SIS
50
Sound Income Strategies
Florida
$3.03K +$3.02K +150 New
1
2
3 4

PALL Hedge Fund Activity: Q4 2023 in Review

60 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in abrdn Physical Palladium Shares ETF (PALL) for Q4 2023, worth a combined $59.7M — up 8.5% from $55M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of PALL and 12 opened new positions — a net loss of 3 holders — while 15 trimmed existing stakes and 14 added.

The largest buyer was Morgan Stanley, adding an estimated $5.93M. The largest seller was Bank of Montreal, cutting an estimated $2.12M.

  • 60 institutional investors held abrdn Physical Palladium Shares ETF (PALL) as of Q4 2023, down from 63 in Q3 2023.
  • Funds reported $59.7M of abrdn Physical Palladium Shares ETF stock for Q4 2023, up 8.5% quarter-over-quarter.
  • 12 funds opened new abrdn Physical Palladium Shares ETF positions in Q4 2023 and 15 closed out, a net change of -3 holders.
  • The largest abrdn Physical Palladium Shares ETF buyer in Q4 2023 was Morgan Stanley, an estimated $5.93M added.
  • The largest abrdn Physical Palladium Shares ETF seller in Q4 2023 was Bank of Montreal, an estimated $2.12M sold.

Based on aggregated 13F filings for Q4 2023.