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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
TWA
51
TCI Wealth Advisors
Arizona
$27K – – –
USGIU
52
U.S. Global Investors (USGI)
Texas
$27K +$28.9K +1,000 New
GI
53
Gradient Investments
Minnesota
$25.8K +$19.5K +675 +241%
WT
54
Washington Trust
Rhode Island
$20.3K – – –
LFG
55
Larson Financial Group
Missouri
$13.2K – – –
PFBT
56
Parkside Financial Bank & Trust
Missouri
$12.2K +$4.34K +150 +50%
TRCT
57
Tower Research Capital (TRC)
New York
$11K +$11.6K +400 New
SWM
58
Spire Wealth Management
Virginia
$10.8K – – –
Fifth Third Bancorp
59
Fifth Third Bancorp
Ohio
$10.1K – – –
SIC
60
SJS Investment Consulting
Ohio
$10.1K – – –
NFSG
61
Newbridge Financial Services Group
Florida
$8.1K – – –
WWP
62
WR Wealth Planners
Missouri
$7.43K – – –
PWMG
63
Prestige Wealth Management Group
New Jersey
$6.75K – – –
RWM
64
Ruedi Wealth Management
Illinois
$6.75K – – –
PH
65
Pinnacle Holdings
Oklahoma
$6.48K +$6.94K +240 New
GBT
66
Grove Bank & Trust
Florida
$5.27K +$3.61K +125 +179%
AWM
67
Avior Wealth Management
Nebraska
$5.27K – – –
JFA
68
JNBA Financial Advisors
Minnesota
$4.73K – – –
AA
69
Ancora Advisors
Ohio
$4.46K +$4.77K +165 New
TWM
70
Tradition Wealth Management
Minnesota
$4K – – –
AF
71
Allworth Financial
California
$2.97K +$3.18K +110 New
Commonwealth Equity Services
72
Commonwealth Equity Services
Massachusetts
$2.08K +$12K +415 +0.5%
SSB
73
Sandy Spring Bank
Maryland
$1.89K – – –
FDCDDQ
74
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.22K – – –
NA
75
NewEdge Advisors
Louisiana
$945 -$3.18K -110 -76%
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.