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abrdn Physical Gold Shares ETF

241 hedge funds and large institutions have $1.51B invested in abrdn Physical Gold Shares ETF in 2022 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 57 increasing their positions, 76 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

155% more capital invested

Capital invested by funds: $591M → $1.51B (+$915M)

114% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 22

10% more funds holding

Funds holding: 220241 (+21)

3.64% more ownership

Funds ownership: 25.43%29.07% (+3.6%)

9% less funds holding in top 10

Funds holding in top 10: 1110 (-1)

25% less repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 76

30% less call options, than puts

Call options by funds: $1.14M | Put options by funds: $1.63M

Holders
241
Holders Change
+21
Holders Change %
+9.55%
% of All Funds
3.87%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.16%
New
47
Increased
57
Reduced
76
Closed
22
Calls
$1.14M
Puts
$1.63M
Net Calls
-$489K
Net Calls Change
-$1.07M
Name Holding Trade Value Shares
Change
Change in
Stake
CAN
26
Cetera Advisor Networks
California
$5.44M +$786K +47,413 +18%
1WA
27
180 Wealth Advisors
Washington
$4.83M +$190K +11,476 +5%
Mirae Asset Global Investments
28
Mirae Asset Global Investments
South Korea
$4.75M +$1.29M +78,100 +40%
US Bancorp
29
US Bancorp
Minnesota
$4.73M
AMM
30
American Money Management
California
$4.68M -$138K -8,324 -3%
Franklin Resources
31
Franklin Resources
California
$4.38M -$1.97M -118,974 -32%
BA
32
BCM Advisors
Louisiana
$4.3M +$50.4K +3,038 +1%
BL
33
BFSG LLC
California
$4.22M -$25.3K -1,524 -0.6%
TCCM
34
Timber Creek Capital Management
Massachusetts
$4.2M -$539K -32,500 -12%
EAM
35
Empirical Asset Management
Massachusetts
$4M -$251K -15,166 -6%
DWM
36
Darwin Wealth Management
Florida
$3.67M -$1.47M -88,859 -31%
BAM
37
BOS Asset Management
Illinois
$3.64M +$3.45M +208,270 New
FFN
38
Focus Financial Network
Minnesota
$3.51M +$41K +2,473 +1%
QA
39
Quantitative Advantage
Minnesota
$3.35M -$156K -9,436 -5%
FA
40
Fiduciary Alliance
South Carolina
$2.88M +$2.73M +164,816 New
HFM
41
Harvest Fund Management
China
$2.8M -$232K -14,000 -8%
BCM
42
Brookstone Capital Management
Illinois
$2.79M +$400K +24,095 +18%
TWM
43
Tradition Wealth Management
Minnesota
$2.75M +$37.9K +2,284 +1%
SWM
44
Stapp Wealth Management
Washington
$2.64M -$57.2K -3,451 -2%
CUAMC
45
China Universal Asset Management Company
China
$2.45M
Janney Montgomery Scott
46
Janney Montgomery Scott
Pennsylvania
$2.44M -$21.5K -1,297 -0.9%
MG
47
Mather Group
Illinois
$2.44M -$28.6K -1,725 -1%
NCM
48
Narwhal Capital Management
Georgia
$2.43M -$3.15K -190 -0.1%
PCP
49
Proficio Capital Partners
Massachusetts
$2.42M +$40.3K +2,430 +2%
CCFCSB
50
Cape Cod Five Cents Savings Bank
Massachusetts
$2.4M -$148K -8,897 -6%

SGOL Hedge Fund Activity: Q4 2022 in Review

241 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in abrdn Physical Gold Shares ETF (SGOL) for Q4 2022, worth a combined $1.51B — up 155% from $591M a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new SGOL positions and 22 closed out — a net gain of 25 holders — while 57 added to existing stakes and 76 trimmed.

The largest buyer was Jane Street, adding an estimated $90.3M. The largest seller was Morgan Stanley, cutting an estimated $15.5M.

  • 241 institutional investors held abrdn Physical Gold Shares ETF (SGOL) as of Q4 2022, up from 220 in Q3 2022.
  • Funds reported $1.51B of abrdn Physical Gold Shares ETF stock for Q4 2022, up 155% quarter-over-quarter.
  • 47 funds opened new abrdn Physical Gold Shares ETF positions in Q4 2022 and 22 closed out, a net change of +25 holders.
  • The largest abrdn Physical Gold Shares ETF buyer in Q4 2022 was Jane Street, an estimated $90.3M added.
  • The largest abrdn Physical Gold Shares ETF seller in Q4 2022 was Morgan Stanley, an estimated $15.5M sold.

Based on aggregated 13F filings for Q4 2022.