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abrdn Physical Palladium Shares ETF

64 hedge funds and large institutions have $93M invested in abrdn Physical Palladium Shares ETF in 2021 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 18 increasing their positions, 12 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 12

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% less capital invested

Capital invested by funds: $93.1M → $93M (-$153K)

6% less funds holding

Funds holding: 6864 (-4)

9.36% less ownership

Funds ownership: 124.38%115.02% (-9.4%)

20% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 20

Holders
64
Holders Change
-4
Holders Change %
-5.88%
% of All Funds
1.12%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
16
Increased
18
Reduced
12
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$24.4M +$1.61M +35,820 +8%
Morgan Stanley
2
Morgan Stanley
New York
$13M +$2.44M +54,120 +26%
JP Morgan Chase
3
JP Morgan Chase
New York
$5.88M +$142K +3,145 +3%
Jane Street
4
Jane Street
New York
$4.04M +$2.22M +49,235 +148%
RJA
5
Raymond James & Associates
Florida
$3.65M +$1.5M +33,280 +81%
LPL Financial
6
LPL Financial
California
$3.4M +$20K +445 +0.6%
SAM
7
Synergy Asset Management
Washington
$3.1M +$2.85M +63,260 New
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$3.08M +$96.8K +2,150 +4%
Wells Fargo
9
Wells Fargo
California
$2.82M +$30.9K +685 +1%
Nomura Asset Management
10
Nomura Asset Management
Japan
$2.74M -$180K -4,000 -7%
UBS Group
11
UBS Group
Switzerland
$2.68M +$539K +11,960 +28%
ACM
12
Anfield Capital Management
California
$2.33M -$180K -3,990 -8%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$2.16M -$125K -2,770 -6%
ANTB
14
AMG National Trust Bank
Colorado
$2.11M -$45K -1,000 -2%
CFGS
15
Concourse Financial Group Securities
Alabama
$1.81M +$103K +2,280 +7%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$1.75M -$264K -5,855 -14%
JWS
17
Juncture Wealth Strategies
Arizona
$1.37M +$1.28M +28,460 New
Stifel Financial
18
Stifel Financial
Missouri
$1.15M -$282K -6,270 -21%
Osaic Holdings
19
Osaic Holdings
Arizona
$980K -$1.09M -24,185 -55%
LFA
20
Legend Financial Advisors
Pennsylvania
$807K -$8.67M -192,420 -92%
FIM
21
Freedom Investment Management
Connecticut
$716K +$658K +14,610 New
SWP
22
Stratos Wealth Partners
Ohio
$639K +$46.8K +1,040 +9%
SPC
23
Sigma Planning Corp
Michigan
$582K +$306K +6,795 +133%
BRWA
24
B. Riley Wealth Advisors
Florida
$555K +$510K +11,330 New
CFG
25
Cooper Financial Group
California
$518K +$90.5K +2,010 +23%

PALL Hedge Fund Activity: Q1 2021 in Review

64 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in abrdn Physical Palladium Shares ETF (PALL) for Q1 2021, worth a combined $93M — down 0.16% from $93.1M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of PALL and 16 opened new positions — a net loss of 4 holders — while 12 trimmed existing stakes and 18 added.

The largest buyer was Synergy Asset Management, opening a new position worth an estimated $2.85M. The largest seller was Legend Financial Advisors, cutting an estimated $8.67M.

  • 64 institutional investors held abrdn Physical Palladium Shares ETF (PALL) as of Q1 2021, down from 68 in Q4 2020.
  • Funds reported $93M of abrdn Physical Palladium Shares ETF stock for Q1 2021, down 0.16% quarter-over-quarter.
  • 16 funds opened new abrdn Physical Palladium Shares ETF positions in Q1 2021 and 20 closed out, a net change of -4 holders.
  • The largest abrdn Physical Palladium Shares ETF buyer in Q1 2021 was Synergy Asset Management, an estimated $2.85M added.
  • The largest abrdn Physical Palladium Shares ETF seller in Q1 2021 was Legend Financial Advisors, an estimated $8.67M sold.

Based on aggregated 13F filings for Q1 2021.