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abrdn Physical Palladium Shares ETF

62 hedge funds and large institutions have $44.9M invested in abrdn Physical Palladium Shares ETF in 2024 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 10 increasing their positions, 13 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 14

3% more funds holding

Funds holding: 6062 (+2)

23% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 13

25% less capital invested

Capital invested by funds: $59.7M → $44.9M (-$14.8M)

40.39% less ownership

Funds ownership: 140.41%100.03% (-40%)

Holders
62
Holders Change
+2
Holders Change %
+3.33%
% of All Funds
0.89%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
10
Reduced
13
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KL
1
KGH Ltd
Bahamas
$14M
Morgan Stanley
2
Morgan Stanley
New York
$6.11M -$3.05M -169,235 -34%
TF
3
Trek Financial
Arizona
$5.86M +$5.64M +313,365 New
Bank of America
4
Bank of America
North Carolina
$3.77M -$1.67M -92,845 -32%
AI
5
Arvest Investments
Arkansas
$1.76M +$37.7K +2,095 +2%
LPL Financial
6
LPL Financial
California
$1.4M -$464K -25,770 -26%
Wells Fargo
7
Wells Fargo
California
$1.25M +$128K +7,125 +12%
CIBC World Market
8
CIBC World Market
Ontario, Canada
$1.16M +$1.12M +61,985 New
JP Morgan Chase
9
JP Morgan Chase
New York
$1.03M -$172K -9,580 -15%
Renaissance Technologies
10
Renaissance Technologies
New York
$823K -$832K -46,225 -51%
UBS Group
11
UBS Group
Switzerland
$778K -$72.1K -4,005 -9%
Osaic Holdings
12
Osaic Holdings
Arizona
$664K +$207K +11,525 +48%
ANTB
13
AMG National Trust Bank
Colorado
$622K -$39.6K -2,200 -6%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$590K +$21K +1,165 +4%
RJA
15
Raymond James & Associates
Florida
$568K +$39.5K +2,195 +8%
BAM
16
Belpointe Asset Management
Nevada
$559K +$29.3K +1,630 +6%
FCA
17
Fortis Capital Advisors
Kansas
$559K +$29.3K +1,630 +6%
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$406K -$405K -22,520 -51%
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
$366K +$352K +19,585 New
MA
20
Mutual Advisors
Nebraska
$341K
National Bank of Canada
21
National Bank of Canada
Quebec, Canada
$301K +$301K +16,740 New
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$296K -$50.6K -2,810 -15%
VFA
23
Valeo Financial Advisors
Indiana
$235K
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$225K +$13.5K +750 +7%
LTAS
25
Linden Thomas Advisory Services
North Carolina
$220K +$212K +11,775 New

PALL Hedge Fund Activity: Q1 2024 in Review

62 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in abrdn Physical Palladium Shares ETF (PALL) for Q1 2024, worth a combined $44.9M — down 25% from $59.7M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new PALL positions and 14 closed out — a net gain of 2 holders — while 10 added to existing stakes and 13 trimmed.

The largest buyer was Trek Financial, opening a new position worth an estimated $5.64M. The largest seller was Jane Street, exiting entirely with an estimated $10.8M sold.

  • 62 institutional investors held abrdn Physical Palladium Shares ETF (PALL) as of Q1 2024, up from 60 in Q4 2023.
  • Funds reported $44.9M of abrdn Physical Palladium Shares ETF stock for Q1 2024, down 25% quarter-over-quarter.
  • 16 funds opened new abrdn Physical Palladium Shares ETF positions in Q1 2024 and 14 closed out, a net change of +2 holders.
  • The largest abrdn Physical Palladium Shares ETF buyer in Q1 2024 was Trek Financial, an estimated $5.64M added.
  • The largest abrdn Physical Palladium Shares ETF seller in Q1 2024 was Jane Street, an estimated $10.8M sold.

Based on aggregated 13F filings for Q1 2024.