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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
OWA
51
Outlook Wealth Advisors
Texas
$1.7M +$1.64M +99,097 New
AWA
52
Arete Wealth Advisors
Illinois
$1.67M +$1.61M +97,300 New
ADBIC
53
A.D. Beadell Investment Counsel
Wisconsin
$1.66M +$23.5K +1,425 +1%
PRS
54
Pinkerton Retirement Specialists
Idaho
$1.61M +$232K +14,031 +18%
CSPIA
55
Cary Street Partners Investment Advisory
Virginia
$1.56M +$108K +6,535 +8%
AC
56
Avestar Capital
New York
$1.53M -$1.21M -73,203 -45%
QA
57
Quantitative Advantage
Minnesota
$1.5M +$1.44M +87,352 New
BBPWM
58
Blue Bell Private Wealth Management
Pennsylvania
$1.49M +$891 +54 +0.1%
KM
59
Kalos Management
Georgia
$1.46M -$101K -6,110 -7%
SFS
60
Sowell Financial Services
Arkansas
$1.42M +$1.04M +63,206 +326%
PHS
61
Pekin Hardy Strauss
Illinois
$1.39M +$132K +8,000 +11%
RE
62
RBC Europe
United Kingdom
$1.27M
GAG
63
GM Advisory Group
New York
$1.18M +$131K +7,917 +13%
Susquehanna International Group
64
Susquehanna International Group
Pennsylvania
$1.15M -$4.33M -262,071 -80%
MHIC
65
Marble Harbor Investment Counsel
Massachusetts
$1.15M
APC
66
Aspire Private Capital
North Carolina
$1.11M +$1.07M +65,048 New
RG
67
Retirement Group
California
$1.11M +$1.07M +64,920 New
SPC
68
Sigma Planning Corp
Michigan
$1.07M +$748K +45,330 +268%
LHC
69
Little House Capital
Massachusetts
$1.06M +$1.03M +62,165 New
WAAG
70
Wealth Alliance Advisory Group
Kansas
$1.05M
CAGAS
71
Capital Advisory Group Advisory Services
Minnesota
$1.03M +$989K +59,937 New
ECA
72
Elevated Capital Advisors
Utah
$968K +$855K +51,772 New
JP Morgan Chase
73
JP Morgan Chase
New York
$944K +$3.3K +200 +0.4%
BCM
74
Brigade Capital Management
New York
$943K +$908K +55,000 New
PCP
75
Proficio Capital Partners
Massachusetts
$939K +$215K +13,000 +31%

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.