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abrdn Physical Gold Shares ETF
SGOL

91 hedge funds and large institutions have $349M invested in abrdn Physical Gold Shares ETF in 2017 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 24 increasing their positions, 22 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 1 → 3 (+2)

63% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 8

6% more funds holding

Funds holding: 86 → 91 (+5)

4.14% more ownership

Funds ownership: 336.67% → 340.81% (+4.1%)

9% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 22

2% more capital invested

Capital invested by funds: $342M → $349M (+$6.89M)

57% less call options, than puts

Call options by funds: $1.68M | Put options by funds: $3.89M

Holders
91
Holders Change
+5
Holders Change %
+5.81%
% of All Funds
2.27%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.07%
New
13
Increased
24
Reduced
22
Closed
8
Calls
$1.68M
Puts
$3.89M
Net Calls
-$2.21M
Net Calls Change
-$2.33M

Top Buyers

Rank Fund Capital Flow
1
BIA
Barry Investment Advisors
Massachusetts
+$9.73M
2
HighTower Advisors
HighTower Advisors
Illinois
+$3.89M
3
Bank of America
Bank of America
North Carolina
+$1.87M
4
UBS Group
UBS Group
Switzerland
+$1.74M
5
Wolverine Trading
Wolverine Trading
Illinois
+$1.34M

Top Sellers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$8.61M
2
PAG
Pinnacle Advisory Group
Maryland
-$3.3M
3
CWM
Concert Wealth Management
California
-$1.12M
4
Creative Planning
Creative Planning
Kansas
-$711K
5
CIM
Cambria Investment Management
California
-$574K
Name Holding Trade Value Shares
Change 		Change in
Stake
LPL Financial
26
LPL Financial
California
$1.22M +$533K +43,650 +75%
SF
27
Synovus Financial
Georgia
$1.2M – – –
TH
28
Timber Hill
Connecticut
$1.18M -$227K -18,570 -16%
M&T Bank
29
M&T Bank
New York
$1.17M – – –
VF
30
Virtu Financial
New York
$1.15M +$1.17M +95,700 New
RJA
31
Raymond James & Associates
Florida
$968K -$2.08K -170 -0.2%
LTFS
32
Ladenburg Thalmann Financial Services
Florida
$836K +$28.3K +2,320 +3%
FA
33
FDx Advisors
Illinois
$765K +$51K +4,180 +7%
OA
34
Opes Advisors
California
$741K +$105K +8,610 +17%
RJFSA
35
Raymond James Financial Services Advisors
Florida
$728K -$6.23K -510 -0.8%
Citadel Advisors
36
Citadel Advisors
Florida
$685K -$74.7K -6,120 -10%
PHS
37
Pekin Hardy Strauss
Illinois
$685K +$20.8K +1,700 +3%
GIM
38
Guild Investment Management
California
$676K – – –
Betterment LLC
39
Betterment LLC
New York
$666K +$117K +9,560 +21%
SGS
40
Sterling Global Strategies
California
$600K +$2.81K +230 +0.5%
AA
41
Advisory Alpha
Michigan
$586K +$124K +10,130 +27%
IIA
42
IPG Investment Advisors
California
$536K -$12.3K -1,010 -2%
HIM
43
Harbour Investment Management
Washington
$530K – – –
MAS
44
Madden Advisory Services
Florida
$505K – – –
ADBIC
45
A.D. Beadell Investment Counsel
Wisconsin
$466K +$12.2K +1,000 +3%
Jane Street
46
Jane Street
New York
$453K +$459K +37,580 New
WT
47
Whittier Trust
California
$403K – – –
MCIA
48
Mountain Capital Investment Advisors
Colorado
$391K +$396K +32,470 New
GI
49
Gradient Investments
Minnesota
$386K +$49.1K +4,020 +14%
PAG
50
Private Advisor Group
New Jersey
$366K -$66.3K -5,430 -15%
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SGOL Hedge Fund Activity: Q2 2017 in Review

91 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in abrdn Physical Gold Shares ETF (SGOL) for Q2 2017, worth a combined $349M — up 2% from $342M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new SGOL positions and 8 closed out — a net gain of 5 holders — while 24 added to existing stakes and 22 trimmed.

The largest buyer was Barry Investment Advisors, opening a new position worth an estimated $9.73M. The largest seller was Susquehanna International Group, cutting an estimated $8.61M.

  • 91 institutional investors held abrdn Physical Gold Shares ETF (SGOL) as of Q2 2017, up from 86 in Q1 2017.
  • Funds reported $349M of abrdn Physical Gold Shares ETF stock for Q2 2017, up 2% quarter-over-quarter.
  • 13 funds opened new abrdn Physical Gold Shares ETF positions in Q2 2017 and 8 closed out, a net change of +5 holders.
  • The largest abrdn Physical Gold Shares ETF buyer in Q2 2017 was Barry Investment Advisors, an estimated $9.73M added.
  • The largest abrdn Physical Gold Shares ETF seller in Q2 2017 was Susquehanna International Group, an estimated $8.61M sold.

Based on aggregated 13F filings for Q2 2017.