abrdn Physical Gold Shares ETF
SGOL
220 hedge funds and large institutions have $584M invested in abrdn Physical Gold Shares ETF in 2021 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 66 increasing their positions, 76 reducing their positions, and 34 closing their positions.
17,044% more call options, than puts
Call options by funds: $1.54M | Put options by funds: $9K
2% less funds holding
Funds holding: 225 → 220 (-5)
4.25% less ownership
Funds ownership: 29.8% → 25.54% (-4.3%)
10% less funds holding in top 10
Funds holding in top 10: 10 → 9 (-1)
12% less first-time investments, than exits
New positions opened: 30 | Existing positions closed: 34
13% less repeat investments, than reductions
Existing positions increased: 66 | Existing positions reduced: 76
26% less capital invested
Capital invested by funds: $787M → $584M (-$203M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$20.2M |
| 2 |
DWM
Darwin Wealth Management
Tampa,
Florida
|
+$13.9M |
| 3 |
FTUS
Flow Traders U.S.
New York
|
+$8.45M |
| 4 |
NDSI
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
|
+$7.41M |
| 5 |
VF
Virtu Financial
New York
|
+$5.46M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FI
FormulaFolio Investments
Grand Rapids,
Michigan
|
-$41.6M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$28.4M |
| 3 |
AIM
Astor Investment Management
Chicago,
Illinois
|
-$17.7M |
| 4 |
SAI
Systematic Alpha Investments
Princeton,
New Jersey
|
-$15.4M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$14.3M |
SGOL Hedge Fund Activity: Q1 2021 in Review
220 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in abrdn Physical Gold Shares ETF (SGOL) for Q1 2021, worth a combined $584M — down 26% from $787M a quarter earlier.
Sellers outnumbered buyers: 34 funds closed out of SGOL and 30 opened new positions — a net loss of 4 holders — while 76 trimmed existing stakes and 66 added.
The largest buyer was Morgan Stanley, adding an estimated $20.2M. The largest seller was FormulaFolio Investments, cutting an estimated $41.6M.
- 220 institutional investors held abrdn Physical Gold Shares ETF (SGOL) as of Q1 2021, down from 225 in Q4 2020.
- Funds reported $584M of abrdn Physical Gold Shares ETF stock for Q1 2021, down 26% quarter-over-quarter.
- 30 funds opened new abrdn Physical Gold Shares ETF positions in Q1 2021 and 34 closed out, a net change of -4 holders.
- The largest abrdn Physical Gold Shares ETF buyer in Q1 2021 was Morgan Stanley, an estimated $20.2M added.
- The largest abrdn Physical Gold Shares ETF seller in Q1 2021 was FormulaFolio Investments, an estimated $41.6M sold.
Based on aggregated 13F filings for Q1 2021.