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abrdn Physical Palladium Shares ETF

44 hedge funds and large institutions have $90.1M invested in abrdn Physical Palladium Shares ETF in 2019 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 13 increasing their positions, 9 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

44% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 9

36% more capital invested

Capital invested by funds: $66.3M → $90.1M (+$23.8M)

0.82% more ownership

Funds ownership: 145.48%146.29% (+0.82%)

4% less funds holding

Funds holding: 4644 (-2)

15% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 13

Holders
44
Holders Change
-2
Holders Change %
-4.35%
% of All Funds
0.87%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.08%
New
11
Increased
13
Reduced
9
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LFA
1
Legend Financial Advisors
Pennsylvania
$18.3M -$452K -13,330 -3%
Bank of America
2
Bank of America
North Carolina
$13.2M +$229K +6,760 +2%
SFS
3
Searcy Financial Services
Kansas
$9.68M -$440K -12,975 -5%
PG
4
Prostatis Group
Maryland
$7.12M +$6.59M +194,165 New
IAN
5
Integrated Advisors Network
Texas
$4.65M +$4.31M +126,975 New
JP Morgan Chase
6
JP Morgan Chase
New York
$4.22M +$39.9K +1,175 +1%
LPL Financial
7
LPL Financial
California
$4.07M +$1.69M +49,790 +81%
Wells Fargo
8
Wells Fargo
California
$3.74M +$367K +10,820 +12%
SL
9
Savior LLC
Massachusetts
$3.47M +$3.22M +94,780 New
Morgan Stanley
10
Morgan Stanley
New York
$2.75M -$92.1K -2,715 -3%
BOTW
11
Bank of the West
California
$2.46M +$178K +5,260 +9%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$2.18M +$321K +9,460 +19%
ANTB
13
AMG National Trust Bank
Colorado
$2.14M -$254K -7,495 -11%
Manulife (Manufacturers Life Insurance)
14
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.65M +$1.53M +45,140 New
Renaissance Technologies
15
Renaissance Technologies
New York
$1.63M +$695K +20,500 +85%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$1.63M -$248K -7,310 -14%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$1.14M +$294K +8,675 +39%
FSA
18
Financial Services Advisory
Maryland
$804K +$744K +21,930 New
AG
19
Advisor Group
Arizona
$630K +$67.7K +1,995 +13%
HIS
20
Harvest Investment Services
Illinois
$570K +$528K +15,560 New
UBS Group
21
UBS Group
Switzerland
$506K +$36.3K +1,070 +8%
SPC
22
Sigma Planning Corp
Michigan
$439K -$44.4K -1,310 -10%
IA
23
IFP Advisors
Florida
$304K -$26.3K -775 -8%
BRWM
24
B. Riley Wealth Management
Tennessee
$293K +$271K +7,995 New
CFG
25
Cooper Financial Group
California
$258K +$4.24K +125 +2%

PALL Hedge Fund Activity: Q4 2019 in Review

44 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in abrdn Physical Palladium Shares ETF (PALL) for Q4 2019, worth a combined $90.1M — up 36% from $66.3M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of PALL and 11 opened new positions — a net loss of 2 holders — while 9 trimmed existing stakes and 13 added.

The largest buyer was LPL Financial, adding an estimated $1.69M. The largest seller was HighTower Advisors, exiting entirely with an estimated $3M sold.

  • 44 institutional investors held abrdn Physical Palladium Shares ETF (PALL) as of Q4 2019, down from 46 in Q3 2019.
  • Funds reported $90.1M of abrdn Physical Palladium Shares ETF stock for Q4 2019, up 36% quarter-over-quarter.
  • 11 funds opened new abrdn Physical Palladium Shares ETF positions in Q4 2019 and 13 closed out, a net change of -2 holders.
  • The largest abrdn Physical Palladium Shares ETF buyer in Q4 2019 was LPL Financial, an estimated $1.69M added.
  • The largest abrdn Physical Palladium Shares ETF seller in Q4 2019 was HighTower Advisors, an estimated $3M sold.

Based on aggregated 13F filings for Q4 2019.