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abrdn Physical Gold Shares ETF
SGOL

100 hedge funds and large institutions have $454M invested in abrdn Physical Gold Shares ETF in 2018 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 39 increasing their positions, 22 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

172% more call options, than puts

Call options by funds: $23.1M | Put options by funds: $8.51M

77% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 22

50% more funds holding in top 10

Funds holding in top 10: 4 → 6 (+2)

39.69% more ownership

Funds ownership: 362.79% → 402.49% (+40%)

19% more capital invested

Capital invested by funds: $382M → $454M (+$72.2M)

10% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 10

0% more funds holding

Funds holding: 100 → 100 (0)

Holders
100
Holders Change
–
Holders Change %
0%
% of All Funds
2.29%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.14%
New
11
Increased
39
Reduced
22
Closed
10
Calls
$23.1M
Puts
$8.51M
Net Calls
+$14.6M
Net Calls Change
+$6.14M

Top Buyers

Rank Fund Capital Flow
1
PAG
Pinnacle Advisory Group
Maryland
+$49.2M
2
HighTower Advisors
HighTower Advisors
Illinois
+$9.8M
3
AIP
Almanack Investment Partners
Pennsylvania
+$7.68M
4
UIA
UBP Investment Advisors
Switzerland
+$5.8M
5
Wells Fargo
Wells Fargo
California
+$2.43M

Top Sellers

Rank Fund Capital Flow
1
VF
Virtu Financial
New York
-$9.81M
2
DWM
Darwin Wealth Management
Florida
-$3.8M
3
UBS Group
UBS Group
Switzerland
-$1.55M
4
Wolverine Trading
Wolverine Trading
Illinois
-$1.01M
5
Jane Street
Jane Street
New York
-$655K
Name Holding Trade Value Shares
Change 		Change in
Stake
ADBIC
51
A.D. Beadell Investment Counsel
Wisconsin
$547K +$50.8K +3,950 +10%
LTFS
52
Ladenburg Thalmann Financial Services
Florida
$527K -$294K -22,810 -36%
SJIC
53
St. James Investment Company
Texas
$502K +$81.7K +6,350 +19%
GI
54
Gradient Investments
Minnesota
$458K +$35.5K +2,760 +8%
WT
55
Whittier Trust
California
$429K – – –
GIM
56
Guild Investment Management
California
$385K – – –
LA
57
Lau Associates
Delaware
$366K – – –
WLIM
58
White Lighthouse Investment Management
Massachusetts
$353K – – –
PRS
59
Pinkerton Retirement Specialists
Idaho
$346K +$347K +26,980 New
AA
60
Apriem Advisors
California
$326K – – –
FAIM
61
Financial Advocates Investment Management
Washington
$322K +$1.93K +150 +0.6%
CC
62
Chicago Capital
Illinois
$317K +$318K +24,740 New
PCP
63
Proficio Capital Partners
Massachusetts
$298K +$299K +23,200 New
MA
64
Mutual Advisors
Nebraska
$286K -$12.9K -1,000 -4%
UCFA
65
United Capital Financial Advisors
Texas
$260K +$261K +20,270 New
SPC
66
Sigma Planning Corp
Michigan
$250K -$24.8K -1,930 -9%
AG
67
Advisor Group
Arizona
$235K +$16.6K +1,290 +8%
FCT
68
Family Capital Trust
Massachusetts
$234K – – –
BFA
69
Beaumont Financial Advisors
Massachusetts
$231K – – –
BCM
70
Brookstone Capital Management
Illinois
$227K +$228K +17,680 New
Koshinski Asset Management
71
Koshinski Asset Management
Illinois
$215K -$10.3K -800 -5%
EAM
72
Evanson Asset Management
California
$201K +$201K +15,640 New
AAC
73
Asset Advisors Corp
Georgia
$192K – – –
Barclays
74
Barclays
United Kingdom
$171K – – –
MIM
75
Macroview Investment Management
Maryland
$135K – – –
1 2
3
4 5

SGOL Hedge Fund Activity: Q1 2018 in Review

100 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in abrdn Physical Gold Shares ETF (SGOL) for Q1 2018, worth a combined $454M — up 19% from $382M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new SGOL positions and 10 closed out — a net gain of 1 holder — while 39 added to existing stakes and 22 trimmed.

The largest buyer was Pinnacle Advisory Group, adding an estimated $49.2M. The largest seller was Virtu Financial, exiting entirely with an estimated $9.81M sold.

  • 100 institutional investors held abrdn Physical Gold Shares ETF (SGOL) as of Q1 2018, unchanged from Q4 2017.
  • Funds reported $454M of abrdn Physical Gold Shares ETF stock for Q1 2018, up 19% quarter-over-quarter.
  • 11 funds opened new abrdn Physical Gold Shares ETF positions in Q1 2018 and 10 closed out, a net change of +1 holder.
  • The largest abrdn Physical Gold Shares ETF buyer in Q1 2018 was Pinnacle Advisory Group, an estimated $49.2M added.
  • The largest abrdn Physical Gold Shares ETF seller in Q1 2018 was Virtu Financial, an estimated $9.81M sold.

Based on aggregated 13F filings for Q1 2018.