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abrdn Physical Gold Shares ETF

199 hedge funds and large institutions have $744M invested in abrdn Physical Gold Shares ETF in 2020 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 66 increasing their positions, 24 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,274% more call options, than puts

Call options by funds: $641K | Put options by funds: $27K

425% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 12

175% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 24

103% more capital invested

Capital invested by funds: $366M → $744M (+$378M)

33% more funds holding

Funds holding: 150199 (+49)

8.15% more ownership

Funds ownership: 26.14%34.29% (+8.2%)

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

Holders
199
Holders Change
+49
Holders Change %
+32.67%
% of All Funds
4.08%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.18%
New
63
Increased
66
Reduced
24
Closed
12
Calls
$641K
Puts
$27K
Net Calls
+$614K
Net Calls Change
-$97K
Name Holding Trade Value Shares
Change
Change in
Stake
SWA
26
SFMG Wealth Advisors
Texas
$7.18M +$6.91M +418,848 New
RJA
27
Raymond James & Associates
Florida
$6.72M +$1.84M +111,205 +40%
Osaic Holdings
28
Osaic Holdings
Arizona
$6.05M -$394K -23,841 -6%
AMM
29
American Money Management
California
$5.15M -$41.7K -2,528 -0.8%
SL
30
Savior LLC
Massachusetts
$4.67M +$4.49M +272,147 New
Renaissance Technologies
31
Renaissance Technologies
New York
$4.43M +$4.27M +258,700 New
Jane Street
32
Jane Street
New York
$4.35M +$1.19M +72,211 +40%
Mirae Asset Global Investments
33
Mirae Asset Global Investments
South Korea
$3.81M +$2.59M +157,000 +242%
Janney Montgomery Scott
34
Janney Montgomery Scott
Pennsylvania
$3.79M +$3.46M +209,843 +1,915%
Carson Wealth (CWM LLC)
35
Carson Wealth (CWM LLC)
Nebraska
$3.76M
ACM
36
Alpha Capital Management
Texas
$3.71M +$3.57M +216,312 New
BA
37
BCM Advisors
Louisiana
$3.7M -$30.1K -1,823 -0.8%
GM
38
GeoWealth Management
Illinois
$3.36M +$3.23M +195,943 New
BL
39
BFSG LLC
California
$2.73M -$4.82K -292 -0.2%
FFN
40
Focus Financial Network
Minnesota
$2.72M -$27.4K -1,662 -1%
NCM
41
Narwhal Capital Management
Georgia
$2.63M +$2.54M +153,614 New
WWM
42
WT Wealth Management
Arizona
$2.36M +$90.1K +5,461 +4%
HFM
43
Harvest Fund Management
China
$2.13M -$37.1K -2,246 -2%
Creative Planning
44
Creative Planning
Kansas
$2.08M
CP
45
Camelot Portfolios
Ohio
$1.93M +$163K +9,891 +10%
FTUS
46
Flow Traders U.S.
New York
$1.91M +$1.84M +111,303 New
Commonwealth Equity Services
47
Commonwealth Equity Services
Massachusetts
$1.88M +$862K +52,221 +91%
Bank of New York Mellon
48
Bank of New York Mellon
New York
$1.86M +$1.59M +96,369 +810%
SIA
49
Strategic Investment Advisors
Michigan
$1.84M +$1.77M +107,342 New
SF
50
Synovus Financial
Georgia
$1.71M -$28.9K -1,750 -2%

SGOL Hedge Fund Activity: Q2 2020 in Review

199 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in abrdn Physical Gold Shares ETF (SGOL) for Q2 2020, worth a combined $744M — up 103% from $366M a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new SGOL positions and 12 closed out — a net gain of 51 holders — while 66 added to existing stakes and 24 trimmed.

The largest buyer was Charles Schwab, adding an estimated $59.3M. The largest seller was Prostatis Group, cutting an estimated $7.54M.

  • 199 institutional investors held abrdn Physical Gold Shares ETF (SGOL) as of Q2 2020, up from 150 in Q1 2020.
  • Funds reported $744M of abrdn Physical Gold Shares ETF stock for Q2 2020, up 103% quarter-over-quarter.
  • 63 funds opened new abrdn Physical Gold Shares ETF positions in Q2 2020 and 12 closed out, a net change of +51 holders.
  • The largest abrdn Physical Gold Shares ETF buyer in Q2 2020 was Charles Schwab, an estimated $59.3M added.
  • The largest abrdn Physical Gold Shares ETF seller in Q2 2020 was Prostatis Group, an estimated $7.54M sold.

Based on aggregated 13F filings for Q2 2020.