abrdn Physical Gold Shares ETF
SGOL
294 hedge funds and large institutions have $900M invested in abrdn Physical Gold Shares ETF in 2023 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 68 increasing their positions, 96 reducing their positions, and 16 closing their positions.
2,056% more call options, than puts
Call options by funds: $3.86M | Put options by funds: $179K
231% more first-time investments, than exits
New positions opened: 53 | Existing positions closed: 16
12% more capital invested
Capital invested by funds: $802M → $900M (+$98.2M)
12% more funds holding
Funds holding: 262 → 294 (+32)
0.88% more ownership
Funds ownership: 31.26% → 32.14% (+0.88%)
0% more funds holding in top 10
Funds holding in top 10: 14 → 14 (0)
29% less repeat investments, than reductions
Existing positions increased: 68 | Existing positions reduced: 96
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$38.7M |
| 2 |
MGP
Metis Global Partners
San Diego,
California
|
+$8.51M |
| 3 |
EF
Empowered Funds
Havertown,
Pennsylvania
|
+$6.16M |
| 4 |
FTUS
Flow Traders U.S.
New York
|
+$5.4M |
| 5 |
WAM
Worth Asset Management
Dallas,
Texas
|
+$4.54M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BTI
Blue Trust Inc
Alpharetta,
Georgia
|
-$36.5M |
| 2 |
Jane Street
New York
|
-$33.2M |
| 3 |
WWM
WT Wealth Management
Scottsdale,
Arizona
|
-$6.09M |
| 4 |
PFG
Pacific Financial Group
Bellevue,
Washington
|
-$4.43M |
| 5 |
AMM
American Money Management
Rancho Santa Fe,
California
|
-$3.84M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CAM
301
Cresset Asset Management
Chicago,
Illinois
| – | -$320K | -18,083 | Closed |
|
|
IF
302
IRON Financial
Northbrook,
Illinois
| – | -$228K | -12,870 | Closed |
|
|
FD
303
Financial Designs
Claremont,
California
| – | -$195K | -11,035 | Closed |
|
304
KeyBank National Association
Cleveland,
Ohio
| – | -$178K | -10,037 | Closed |
|
|
CFB
305
Cullen/Frost Bankers
San Antonio,
Texas
| – | -$117K | -6,588 | Closed |
|
|
WWP
306
WR Wealth Planners
Columbia,
Missouri
| – | -$88.5K | -5,000 | Closed |
|
|
SL
307
Savior LLC
Wellesley Hills,
Massachusetts
| – | -$32.2K | -1,820 | Closed |
|
|
CAL
308
Capital Analysts LLC
Fort Washington,
Pennsylvania
| – | -$10K | -558 | Closed |
|
309
Group One Trading
Chicago,
Illinois
| – | -$7.87K | -416 | Closed |
|
|
CG
310
Cutler Group
San Francisco,
California
| – | -$1.89K | -100 | Closed |
|
SGOL Hedge Fund Activity: Q4 2023 in Review
294 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in abrdn Physical Gold Shares ETF (SGOL) for Q4 2023, worth a combined $900M — up 12% from $802M a quarter earlier.
Buyers outnumbered sellers: 53 funds opened new SGOL positions and 16 closed out — a net gain of 37 holders — while 68 added to existing stakes and 96 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $38.7M. The largest seller was Blue Trust Inc, cutting an estimated $36.5M.
- 294 institutional investors held abrdn Physical Gold Shares ETF (SGOL) as of Q4 2023, up from 262 in Q3 2023.
- Funds reported $900M of abrdn Physical Gold Shares ETF stock for Q4 2023, up 12% quarter-over-quarter.
- 53 funds opened new abrdn Physical Gold Shares ETF positions in Q4 2023 and 16 closed out, a net change of +37 holders.
- The largest abrdn Physical Gold Shares ETF buyer in Q4 2023 was Morgan Stanley, an estimated $38.7M added.
- The largest abrdn Physical Gold Shares ETF seller in Q4 2023 was Blue Trust Inc, an estimated $36.5M sold.
Based on aggregated 13F filings for Q4 2023.