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abrdn Physical Gold Shares ETF
SGOL

95 hedge funds and large institutions have $199M invested in abrdn Physical Gold Shares ETF in 2018 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 21 increasing their positions, 25 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 3 → 6 (+3)

56.26% more ownership

Funds ownership: 186.4% → 242.65% (+56%)

37% more capital invested

Capital invested by funds: $145M → $199M (+$53.7M)

25% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 20

6% more funds holding

Funds holding: 90 → 95 (+5)

16% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 25

42% less call options, than puts

Call options by funds: $13.1M | Put options by funds: $22.6M

Holders
95
Holders Change
+5
Holders Change %
+5.56%
% of All Funds
2.12%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.13%
New
25
Increased
21
Reduced
25
Closed
20
Calls
$13.1M
Puts
$22.6M
Net Calls
-$9.57M
Net Calls Change
+$13.1M

Top Buyers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$16.7M
2
HighTower Advisors
HighTower Advisors
Illinois
+$15.6M
3
ACM
Alpha Capital Management
Texas
+$9.71M
4
GIM
Guild Investment Management
California
+$3.93M
5
WCM
Weatherstone Capital Management
Colorado
+$3.75M

Top Sellers

1
Jane Street
Jane Street
New York
-$8.69M
2
PAG
Pinnacle Advisory Group
Maryland
-$6.55M
3
Citadel Advisors
Citadel Advisors
Florida
-$1.82M
4
NCM
Narwhal Capital Management
Georgia
-$1.7M
5
AA
Advisory Alpha
Michigan
-$1.49M
Name Holding Trade Value Shares
Change 		Change in
Stake
LA
51
Lau Associates
Delaware
$354K – – –
WLIM
52
White Lighthouse Investment Management
Massachusetts
$340K – – –
MA
53
Mutual Advisors
Nebraska
$312K +$35.2K +2,970 +13%
CC
54
Chicago Capital
Illinois
$306K – – –
FAIM
55
Financial Advocates Investment Management
Washington
$304K -$7.59K -640 -3%
UCFA
56
United Capital Financial Advisors
Texas
$289K +$38.9K +3,280 +16%
AA
57
Apriem Advisors
California
$252K -$47.4K -4,000 -16%
FCT
58
Family Capital Trust
Massachusetts
$226K – – –
RJA
59
Raymond James & Associates
Florida
$221K +$3.91K +330 +2%
Jane Street
60
Jane Street
New York
$214K -$8.69M -733,000 -98%
AG
61
Advisor Group
Arizona
$210K -$6.76K -570 -3%
SPC
62
Sigma Planning Corp
Michigan
$210K +$201K +17,000 New
WT
63
Whittier Trust
California
$201K -$199K -16,750 -51%
OIA
64
OneDigital Investment Advisors
Kansas
$196K +$188K +15,840 New
LB
65
Legacy Bridge
Iowa
$167K +$160K +13,500 New
Barclays
66
Barclays
United Kingdom
$164K – – –
AIP
67
Almanack Investment Partners
Pennsylvania
$141K -$586K -49,480 -81%
IWA
68
Intercontinental Wealth Advisors
Texas
$124K +$119K +10,000 New
SSB
69
Sandy Spring Bank
Maryland
$78K – – –
AIM
70
Advantage Investment Management
Iowa
$68K -$2.96K -250 -4%
TCM
71
Tradewinds Capital Management
Washington
$47K +$45.3K +3,820 New
Bank of Montreal
72
Bank of Montreal
Ontario, Canada
$46K – – –
ESB
73
Essex Savings Bank
Connecticut
$35K +$33.2K +2,800 New
SCA
74
Stuart Chaussee & Associates
California
$30K – – –
MIM
75
Macroview Investment Management
Maryland
$28K +$26.7K +2,250 New
1 2
3
4 5

SGOL Hedge Fund Activity: Q4 2018 in Review

95 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in abrdn Physical Gold Shares ETF (SGOL) for Q4 2018, worth a combined $199M — up 37% from $145M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new SGOL positions and 20 closed out — a net gain of 5 holders — while 21 added to existing stakes and 25 trimmed.

The largest buyer was Susquehanna International Group, adding an estimated $16.7M. The largest seller was Jane Street, cutting an estimated $8.69M.

  • 95 institutional investors held abrdn Physical Gold Shares ETF (SGOL) as of Q4 2018, up from 90 in Q3 2018.
  • Funds reported $199M of abrdn Physical Gold Shares ETF stock for Q4 2018, up 37% quarter-over-quarter.
  • 25 funds opened new abrdn Physical Gold Shares ETF positions in Q4 2018 and 20 closed out, a net change of +5 holders.
  • The largest abrdn Physical Gold Shares ETF buyer in Q4 2018 was Susquehanna International Group, an estimated $16.7M added.
  • The largest abrdn Physical Gold Shares ETF seller in Q4 2018 was Jane Street, an estimated $8.69M sold.

Based on aggregated 13F filings for Q4 2018.