abrdn Physical Gold Shares ETF
SGOL
150 hedge funds and large institutions have $366M invested in abrdn Physical Gold Shares ETF in 2020 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 45 increasing their positions, 31 reducing their positions, and 15 closing their positions.
71,100% more call options, than puts
Call options by funds: $712K | Put options by funds: $1K
107% more first-time investments, than exits
New positions opened: 31 | Existing positions closed: 15
80% more funds holding in top 10
Funds holding in top 10: 5 → 9 (+4)
45% more repeat investments, than reductions
Existing positions increased: 45 | Existing positions reduced: 31
31% more capital invested
Capital invested by funds: $279M → $366M (+$87M)
7% more funds holding
Funds holding: 140 → 150 (+10)
2.92% more ownership
Funds ownership: 23.22% → 26.14% (+2.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Charles Schwab
San Francisco,
California
|
+$61.2M |
| 2 |
FI
FormulaFolio Investments
Grand Rapids,
Michigan
|
+$26.9M |
| 3 |
AIP
Almanack Investment Partners
Wayne,
Pennsylvania
|
+$14.2M |
| 4 |
HI
Hudock Inc
Williamsport,
Pennsylvania
|
+$12.5M |
| 5 |
PG
Prostatis Group
Hanover,
Maryland
|
+$7.09M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
-$62.8M |
| 2 |
FSA
Financial Services Advisory
Rockville,
Maryland
|
-$1.89M |
| 3 |
ACP
Aveo Capital Partners
Englewood,
Colorado
|
-$1.83M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$1.8M |
| 5 |
Renaissance Technologies
New York
|
-$1.71M |
SGOL Hedge Fund Activity: Q1 2020 in Review
150 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in abrdn Physical Gold Shares ETF (SGOL) for Q1 2020, worth a combined $366M — up 31% from $279M a quarter earlier.
Buyers outnumbered sellers: 31 funds opened new SGOL positions and 15 closed out — a net gain of 16 holders — while 45 added to existing stakes and 31 trimmed.
The largest buyer was Charles Schwab, opening a new position worth an estimated $61.2M. The largest seller was Charles Schwab Investment Advisory, exiting entirely with an estimated $62.8M sold.
- 150 institutional investors held abrdn Physical Gold Shares ETF (SGOL) as of Q1 2020, up from 140 in Q4 2019.
- Funds reported $366M of abrdn Physical Gold Shares ETF stock for Q1 2020, up 31% quarter-over-quarter.
- 31 funds opened new abrdn Physical Gold Shares ETF positions in Q1 2020 and 15 closed out, a net change of +16 holders.
- The largest abrdn Physical Gold Shares ETF buyer in Q1 2020 was Charles Schwab, an estimated $61.2M added.
- The largest abrdn Physical Gold Shares ETF seller in Q1 2020 was Charles Schwab Investment Advisory, an estimated $62.8M sold.
Based on aggregated 13F filings for Q1 2020.