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abrdn Physical Palladium Shares ETF

62 hedge funds and large institutions have $75.2M invested in abrdn Physical Palladium Shares ETF in 2021 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 16 increasing their positions, 16 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 16

11.21% less ownership

Funds ownership: 124.31%113.1% (-11%)

14% less funds holding

Funds holding: 7262 (-10)

40% less capital invested

Capital invested by funds: $126M → $75.2M (-$50.9M)

50% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 18

Holders
62
Holders Change
-10
Holders Change %
-13.89%
% of All Funds
1.09%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
9
Increased
16
Reduced
16
Closed
18
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
$17.4M -$672K -14,725 -3%
Morgan Stanley
2
Morgan Stanley
New York
$10.7M +$375K +8,220 +3%
LFA
3
Legend Financial Advisors
Pennsylvania
$7.72M +$712K +15,600 +8%
ANTB
4
AMG National Trust Bank
Colorado
$3.53M +$2.55M +55,985 +130%
FEG
5
Financial Enhancement Group
Indiana
$3.35M +$4.28M +93,910 New
RJFSA
6
Raymond James Financial Services Advisors
Florida
$3.21M +$752K +16,485 +22%
Wells Fargo
7
Wells Fargo
California
$3.08M +$445K +9,745 +13%
LPL Financial
8
LPL Financial
California
$2.75M +$194K +4,250 +6%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$2.58M -$47.9K -1,050 -1%
Nomura Asset Management
10
Nomura Asset Management
Japan
$2.43M
UBS Group
11
UBS Group
Switzerland
$1.85M +$222K +4,860 +10%
ACM
12
Anfield Capital Management
California
$1.78M +$54.8K +1,200 +2%
RJA
13
Raymond James & Associates
Florida
$1.64M -$607K -13,310 -22%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$1.5M -$222K -4,865 -10%
Renaissance Technologies
15
Renaissance Technologies
New York
$1.46M +$1.87M +41,000 New
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$1.42M -$108K -2,365 -6%
Stifel Financial
17
Stifel Financial
Missouri
$1.02M +$25.8K +565 +2%
CFG
18
Cooper Financial Group
California
$547K -$10K -220 -1%
FIM
19
Freedom Investment Management
Connecticut
$513K +$456 +10 +0.1%
Osaic Holdings
20
Osaic Holdings
Arizona
$489K -$396K -8,685 -39%
SWP
21
Stratos Wealth Partners
Ohio
$467K +$21.7K +475 +4%
CP
22
Camelot Portfolios
Ohio
$406K -$16K -350 -3%
Bank of Montreal
23
Bank of Montreal
Ontario, Canada
$398K +$476K +10,425 New
SPIA
24
Steward Partners Investment Advisory
New York
$386K -$65K -1,425 -12%
ASN
25
Advisory Services Network
Georgia
$377K +$45.6K +1,000 +10%

PALL Hedge Fund Activity: Q3 2021 in Review

62 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in abrdn Physical Palladium Shares ETF (PALL) for Q3 2021, worth a combined $75.2M — down 40% from $126M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of PALL and 9 opened new positions — a net loss of 9 holders — while 16 trimmed existing stakes and 16 added.

The largest buyer was Financial Enhancement Group, opening a new position worth an estimated $4.28M. The largest seller was Cerity Partners OCIO, exiting entirely with an estimated $8.75M sold.

  • 62 institutional investors held abrdn Physical Palladium Shares ETF (PALL) as of Q3 2021, down from 72 in Q2 2021.
  • Funds reported $75.2M of abrdn Physical Palladium Shares ETF stock for Q3 2021, down 40% quarter-over-quarter.
  • 9 funds opened new abrdn Physical Palladium Shares ETF positions in Q3 2021 and 18 closed out, a net change of -9 holders.
  • The largest abrdn Physical Palladium Shares ETF buyer in Q3 2021 was Financial Enhancement Group, an estimated $4.28M added.
  • The largest abrdn Physical Palladium Shares ETF seller in Q3 2021 was Cerity Partners OCIO, an estimated $8.75M sold.

Based on aggregated 13F filings for Q3 2021.