abrdn Physical Gold Shares ETF
SGOL
140 hedge funds and large institutions have $279M invested in abrdn Physical Gold Shares ETF in 2019 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 25 increasing their positions, 39 reducing their positions, and 7 closing their positions.
457% more first-time investments, than exits
New positions opened: 39 | Existing positions closed: 7
314% more call options, than puts
Call options by funds: $6.33M | Put options by funds: $1.53M
29% more capital invested
Capital invested by funds: $216M → $279M (+$63.5M)
28% more funds holding
Funds holding: 109 → 140 (+31)
36% less repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 39
38% less funds holding in top 10
Funds holding in top 10: 8 → 5 (-3)
223.05% less ownership
Funds ownership: 246.27% → 23.22% (-223%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$61.3M |
| 2 |
AIP
Almanack Investment Partners
Wayne,
Pennsylvania
|
+$5.39M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$4.69M |
| 4 |
Jane Street
New York
|
+$3.4M |
| 5 |
Morgan Stanley
New York
|
+$2.19M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$28.4M |
| 2 |
ACP
Aveo Capital Partners
Englewood,
Colorado
|
-$17.4M |
| 3 |
MCIA
Mountain Capital Investment Advisors
Westminster,
Colorado
|
-$9.81M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$6.72M |
| 5 |
JP Morgan Chase
New York
|
-$5.71M |
SGOL Hedge Fund Activity: Q4 2019 in Review
140 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in abrdn Physical Gold Shares ETF (SGOL) for Q4 2019, worth a combined $279M — up 29% from $216M a quarter earlier.
Buyers outnumbered sellers: 39 funds opened new SGOL positions and 7 closed out — a net gain of 32 holders — while 25 added to existing stakes and 39 trimmed.
The largest buyer was Charles Schwab Investment Advisory, opening a new position worth an estimated $61.3M. The largest seller was Carson Wealth (CWM LLC), cutting an estimated $28.4M.
- 140 institutional investors held abrdn Physical Gold Shares ETF (SGOL) as of Q4 2019, up from 109 in Q3 2019.
- Funds reported $279M of abrdn Physical Gold Shares ETF stock for Q4 2019, up 29% quarter-over-quarter.
- 39 funds opened new abrdn Physical Gold Shares ETF positions in Q4 2019 and 7 closed out, a net change of +32 holders.
- The largest abrdn Physical Gold Shares ETF buyer in Q4 2019 was Charles Schwab Investment Advisory, an estimated $61.3M added.
- The largest abrdn Physical Gold Shares ETF seller in Q4 2019 was Carson Wealth (CWM LLC), an estimated $28.4M sold.
Based on aggregated 13F filings for Q4 2019.