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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
Qube Research & Technologies (QRT)
51
Qube Research & Technologies (QRT)
United Kingdom
$2.83K – – –
Northwestern Mutual Wealth Management
52
Northwestern Mutual Wealth Management
Wisconsin
$2.43K +$2.42K +120 New
GI
53
Gradient Investments
Minnesota
$2.22K – – –
Fidelity Investments
54
Fidelity Investments
Massachusetts
$1.52K +$1.51K +75 New
SRCM
55
Signature Resources Capital Management
California
$1.52K +$1.51K +75 New
SSB
56
Sandy Spring Bank
Maryland
$1.42K – – –
GBT
57
Grove Bank & Trust
Florida
$1.42K – – –
FDCDDQ
58
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.31K – – –
VAMG
59
Voisard Asset Management Group
Michigan
$1.21K +$1.21K +60 New
SWC
60
Spectrum Wealth Counsel
Indiana
$1.01K +$1.01K +50 New
LFA
61
Legend Financial Advisors
Pennsylvania
$607 -$425K -21,100 -100%
FGAM
62
Financial Gravity Asset Management
Texas
$20 – – –
Citadel Advisors
63
Citadel Advisors
Florida
– -$526K -22,855 Closed
Stifel Financial
64
Stifel Financial
Missouri
– -$264K -11,455 Closed
Walleye Capital
65
Walleye Capital
New York
– -$259K -11,255 Closed
WP
66
WMS Partners
Maryland
– -$225K -9,775 Closed
FIM
67
Freedom Investment Management
Connecticut
– -$215K -9,355 Closed
Cambridge Investment Research Advisors
68
Cambridge Investment Research Advisors
Iowa
– -$214K -9,310 Closed
WMG
69
WESCAP Management Group
California
– -$209K -9,080 Closed
USGIU
70
U.S. Global Investors (USGI)
Texas
– -$23K -1,000 Closed
Legacy Financial Group (Iowa)
71
Legacy Financial Group (Iowa)
Iowa
– -$13K -565 Closed
NFSG
72
Newbridge Financial Services Group
Florida
– -$6.91K -300 Closed
WWP
73
WR Wealth Planners
Missouri
– -$6.33K -275 Closed
AF
74
Allworth Financial
California
– -$2.53K -110 Closed
NA
75
NewEdge Advisors
Louisiana
– -$2.3K -100 Closed
1 2
3
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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.