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abrdn Physical Palladium Shares ETF

72 hedge funds and large institutions have $126M invested in abrdn Physical Palladium Shares ETF in 2021 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 23 increasing their positions, 14 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 9

64% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 14

36% more capital invested

Capital invested by funds: $93M → $126M (+$33.1M)

13% more funds holding

Funds holding: 6472 (+8)

9.28% more ownership

Funds ownership: 115.02%124.31% (+9.3%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
72
Holders Change
+8
Holders Change %
+12.5%
% of All Funds
1.25%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
17
Increased
23
Reduced
14
Closed
9
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
$26.1M +$181K +3,465 +0.7%
Morgan Stanley
2
Morgan Stanley
New York
$15.1M +$1.32M +25,325 +10%
LFA
3
Legend Financial Advisors
Pennsylvania
$10.4M +$9.61M +184,225 +1,118%
CPO
4
Cerity Partners OCIO
New York
$8.75M +$8.79M +168,515 New
TC
5
Trilogy Capital
California
$4.9M +$4.79M +91,800 New
OMC
6
Old Mission Capital
Illinois
$4.49M +$4.51M +86,540 New
Jane Street
7
Jane Street
New York
$4.2M -$82.2K -1,575 -2%
Wells Fargo
8
Wells Fargo
California
$3.98M +$992K +19,010 +33%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$3.82M +$3.45M +66,165 +897%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$3.81M +$536K +10,280 +16%
LPL Financial
11
LPL Financial
California
$3.79M +$183K +3,505 +5%
Nomura Asset Management
12
Nomura Asset Management
Japan
$3.53M +$626K +12,000 +21%
JP Morgan Chase
13
JP Morgan Chase
New York
$3.42M -$2.84M -54,380 -45%
RJA
14
Raymond James & Associates
Florida
$3.08M -$785K -15,050 -20%
ACM
15
Anfield Capital Management
California
$2.53M +$62.6K +1,200 +3%
UBS Group
16
UBS Group
Switzerland
$2.44M -$407K -7,800 -14%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$2.43M +$139K +2,670 +6%
ANTB
18
AMG National Trust Bank
Colorado
$2.23M -$10.7K -205 -0.5%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$2.18M +$328K +6,285 +18%
CFGS
20
Concourse Financial Group Securities
Alabama
$1.92M +$7.56K +145 +0.4%
Stifel Financial
21
Stifel Financial
Missouri
$1.46M +$238K +4,570 +19%
Osaic Holdings
22
Osaic Holdings
Arizona
$1.16M +$124K +2,375 +12%
CFG
23
Cooper Financial Group
California
$808K +$261K +4,995 +47%
FIM
24
Freedom Investment Management
Connecticut
$747K -$12K -230 -2%
SWP
25
Stratos Wealth Partners
Ohio
$655K -$22.4K -430 -3%

PALL Hedge Fund Activity: Q2 2021 in Review

72 of the 5,746 institutional investors tracked by Wall St. Rank reported a position in abrdn Physical Palladium Shares ETF (PALL) for Q2 2021, worth a combined $126M — up 36% from $93M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new PALL positions and 9 closed out — a net gain of 8 holders — while 23 added to existing stakes and 14 trimmed.

The largest buyer was Legend Financial Advisors, adding an estimated $9.61M. The largest seller was Synergy Asset Management, exiting entirely with an estimated $3.1M sold.

  • 72 institutional investors held abrdn Physical Palladium Shares ETF (PALL) as of Q2 2021, up from 64 in Q1 2021.
  • Funds reported $126M of abrdn Physical Palladium Shares ETF stock for Q2 2021, up 36% quarter-over-quarter.
  • 17 funds opened new abrdn Physical Palladium Shares ETF positions in Q2 2021 and 9 closed out, a net change of +8 holders.
  • The largest abrdn Physical Palladium Shares ETF buyer in Q2 2021 was Legend Financial Advisors, an estimated $9.61M added.
  • The largest abrdn Physical Palladium Shares ETF seller in Q2 2021 was Synergy Asset Management, an estimated $3.1M sold.

Based on aggregated 13F filings for Q2 2021.