abrdn Physical Gold Shares ETF
SGOL
230 hedge funds and large institutions have $697M invested in abrdn Physical Gold Shares ETF in 2022 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 75 increasing their positions, 62 reducing their positions, and 25 closing their positions.
26,933% more call options, than puts
Call options by funds: $811K | Put options by funds: $3K
21% more repeat investments, than reductions
Existing positions increased: 75 | Existing positions reduced: 62
0.36% less ownership
Funds ownership: 26.31% → 25.95% (-0.36%)
8% less first-time investments, than exits
New positions opened: 23 | Existing positions closed: 25
3% less funds holding
Funds holding: 237 → 230 (-7)
6% less capital invested
Capital invested by funds: $743M → $697M (-$46.2M)
8% less funds holding in top 10
Funds holding in top 10: 12 → 11 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$10.7M |
| 2 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$9.58M |
| 3 |
VF
Virtu Financial
New York
|
+$9.57M |
| 4 |
AIP
Almanack Investment Partners
Wayne,
Pennsylvania
|
+$5.32M |
| 5 |
EP
Eudaimonia Partners
Winchester,
Tennessee
|
+$4.81M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DWM
Darwin Wealth Management
Tampa,
Florida
|
-$16.2M |
| 2 |
GPC
Guardian Point Capital
Charlottesville,
Virginia
|
-$13M |
| 3 |
OC
Oppenheimer & Co
New York
|
-$12.8M |
| 4 |
SA
Sycale Advisors
New York
|
-$6.47M |
| 5 |
RH
RFG Holdings
Argyle,
Texas
|
-$6.39M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CG
251
Cutler Group
San Francisco,
California
| – | -$30.3K | -1,690 | Closed |
|
|
VNA
252
Valley National Advisers
Bethlehem,
Pennsylvania
| – | -$9K | -500 | Closed |
|
253
Fifth Third Bancorp
Cincinnati,
Ohio
| – | -$7K | -390 | Closed |
|
|
TFS
254
TrustCore Financial Services
Brentwood,
Tennessee
| – | -$3K | -170 | Closed |
|
|
TSWM
255
Tyler-Stone Wealth Management
Beachwood,
Ohio
| – | -$3K | -140 | Closed |
|
SGOL Hedge Fund Activity: Q2 2022 in Review
230 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in abrdn Physical Gold Shares ETF (SGOL) for Q2 2022, worth a combined $697M — down 6.2% from $743M a quarter earlier.
Sellers outnumbered buyers: 25 funds closed out of SGOL and 23 opened new positions — a net loss of 2 holders — while 62 trimmed existing stakes and 75 added.
The largest buyer was Morgan Stanley, adding an estimated $10.7M. The largest seller was Darwin Wealth Management, cutting an estimated $16.2M.
- 230 institutional investors held abrdn Physical Gold Shares ETF (SGOL) as of Q2 2022, down from 237 in Q1 2022.
- Funds reported $697M of abrdn Physical Gold Shares ETF stock for Q2 2022, down 6.2% quarter-over-quarter.
- 23 funds opened new abrdn Physical Gold Shares ETF positions in Q2 2022 and 25 closed out, a net change of -2 holders.
- The largest abrdn Physical Gold Shares ETF buyer in Q2 2022 was Morgan Stanley, an estimated $10.7M added.
- The largest abrdn Physical Gold Shares ETF seller in Q2 2022 was Darwin Wealth Management, an estimated $16.2M sold.
Based on aggregated 13F filings for Q2 2022.