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abrdn Physical Gold Shares ETF
SGOL

100 hedge funds and large institutions have $382M invested in abrdn Physical Gold Shares ETF in 2017 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 29 increasing their positions, 24 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 6

91% more call options, than puts

Call options by funds: $17.8M | Put options by funds: $9.33M

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

28.49% more ownership

Funds ownership: 334.3% → 362.79% (+28%)

21% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 24

10% more capital invested

Capital invested by funds: $348M → $382M (+$34M)

9% more funds holding

Funds holding: 92 → 100 (+8)

Holders
100
Holders Change
+8
Holders Change %
+8.7%
% of All Funds
2.27%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.09%
New
15
Increased
29
Reduced
24
Closed
6
Calls
$17.8M
Puts
$9.33M
Net Calls
+$8.47M
Net Calls Change
+$10.1M

Top Buyers

1
VF
Virtu Financial
New York
+$9.14M
2
ACM
Alpha Capital Management
Texas
+$7.34M
3
DWM
Darwin Wealth Management
Florida
+$3.73M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$2.53M
5
AIP
Almanack Investment Partners
Pennsylvania
+$1.68M

Top Sellers

1
Wolverine Trading
Wolverine Trading
Illinois
-$3.52M
2
HFM
Harvest Fund Management
China
-$676K
3
Bank of America
Bank of America
North Carolina
-$661K
4
PAG
Private Advisor Group
New Jersey
-$364K
5
GIM
Guild Investment Management
California
-$323K
Name Holding Trade Value Shares
Change 		Change in
Stake
MHIC
26
Marble Harbor Investment Counsel
Massachusetts
$2.04M – – –
AI
27
Atria Investments
North Carolina
$2.01M +$79.7K +6,440 +4%
Citadel Advisors
28
Citadel Advisors
Florida
$1.9M +$779K +63,000 +72%
Wells Fargo
29
Wells Fargo
California
$1.83M +$246K +19,890 +16%
NCM
30
Narwhal Capital Management
Georgia
$1.77M – – –
BBPWM
31
Blue Bell Private Wealth Management
Pennsylvania
$1.46M -$6.8K -550 -0.5%
LPL Financial
32
LPL Financial
California
$1.33M -$4.45K -360 -0.3%
SF
33
Synovus Financial
Georgia
$1.26M – – –
CIM
34
Cambria Investment Management
California
$1.08M +$39.8K +3,220 +4%
AA
35
Advisory Alpha
Michigan
$977K +$196K +15,840 +27%
RE
36
RBC Europe
United Kingdom
$933K – – –
Betterment LLC
37
Betterment LLC
New York
$895K +$81.8K +6,610 +10%
OA
38
Opes Advisors
California
$868K +$851K +68,800 New
PHS
39
Pekin Hardy Strauss
Illinois
$840K – – –
FA
40
FDx Advisors
Illinois
$820K -$126K -10,150 -14%
NDSI
41
Newman Dignan & Sheerar Inc
Rhode Island
$814K +$291K +23,520 +57%
LTFS
42
Ladenburg Thalmann Financial Services
Florida
$807K -$46.3K -3,740 -6%
IIA
43
IPG Investment Advisors
California
$677K +$124K +10,000 +23%
SHA
44
Seneca House Advisors
Virginia
$634K +$622K +50,300 New
SGS
45
Sterling Global Strategies
California
$613K -$35.3K -2,850 -6%
HIM
46
Harbour Investment Management
Washington
$555K – – –
MAS
47
Madden Advisory Services
Florida
$528K – – –
PAG
48
Pinnacle Advisory Group
Maryland
$496K -$322K -26,010 -40%
ADBIC
49
A.D. Beadell Investment Counsel
Wisconsin
$488K – – –
KWM
50
Kingsview Wealth Management
Oregon
$425K +$141K +11,360 +51%
1
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3 4 5

SGOL Hedge Fund Activity: Q4 2017 in Review

100 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in abrdn Physical Gold Shares ETF (SGOL) for Q4 2017, worth a combined $382M — up 9.8% from $348M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new SGOL positions and 6 closed out — a net gain of 9 holders — while 29 added to existing stakes and 24 trimmed.

The largest buyer was Virtu Financial, adding an estimated $9.14M. The largest seller was Wolverine Trading, cutting an estimated $3.52M.

  • 100 institutional investors held abrdn Physical Gold Shares ETF (SGOL) as of Q4 2017, up from 92 in Q3 2017.
  • Funds reported $382M of abrdn Physical Gold Shares ETF stock for Q4 2017, up 9.8% quarter-over-quarter.
  • 15 funds opened new abrdn Physical Gold Shares ETF positions in Q4 2017 and 6 closed out, a net change of +9 holders.
  • The largest abrdn Physical Gold Shares ETF buyer in Q4 2017 was Virtu Financial, an estimated $9.14M added.
  • The largest abrdn Physical Gold Shares ETF seller in Q4 2017 was Wolverine Trading, an estimated $3.52M sold.

Based on aggregated 13F filings for Q4 2017.