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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
Commonwealth Equity Services
51
Commonwealth Equity Services
Massachusetts
$2.39M +$1.52K +92 +0.1%
RCA
52
Resonant Capital Advisors
Wisconsin
$2.07M +$500K +30,143 +34%
SF
53
Synovus Financial
Georgia
$1.95M
Cetera Investment Advisers
54
Cetera Investment Advisers
Illinois
$1.95M -$70.2K -4,235 -4%
NFG
55
Norris Financial Group
South Carolina
$1.9M +$42.5K +2,564 +2%
BAM
56
Belpointe Asset Management
Nevada
$1.88M +$140K +8,467 +9%
MWA
57
Mills Wealth Advisors
Texas
$1.86M +$1.77M +106,675 New
NYLIM
58
New York Life Investment Management
New York
$1.84M -$116K -6,992 -6%
Baird Financial Group
59
Baird Financial Group
Wisconsin
$1.81M +$1.36M +82,217 +379%
Cambridge Investment Research Advisors
60
Cambridge Investment Research Advisors
Iowa
$1.81M +$125K +7,519 +8%
Creative Planning
61
Creative Planning
Kansas
$1.81M +$191K +11,518 +13%
WWM
62
Wolff Wiese Magana
California
$1.68M
Stifel Financial
63
Stifel Financial
Missouri
$1.66M -$307K -18,533 -16%
SPC
64
Sigma Planning Corp
Michigan
$1.62M +$7.97K +481 +0.5%
CG
65
Colony Group
Massachusetts
$1.61M +$91.2K +5,501 +6%
MA
66
Mutual Advisors
Nebraska
$1.6M -$80.5K -4,856 -5%
CAGAS
67
Capital Advisory Group Advisory Services
Minnesota
$1.56M -$7.16K -432 -0.5%
ADBIC
68
A.D. Beadell Investment Counsel
Wisconsin
$1.53M
PHS
69
Pekin Hardy Strauss
Illinois
$1.52M -$16.6K -1,000 -1%
NA
70
NewEdge Advisors
Louisiana
$1.49M +$1.23M +74,203 +668%
LWAM
71
Legacy Wealth Asset Management
Minnesota
$1.44M +$68.1K +4,106 +5%
BBPWM
72
Blue Bell Private Wealth Management
Pennsylvania
$1.41M -$6.13K -370 -0.5%
WIA
73
World Investment Advisors
California
$1.34M +$1.27M +76,770 New
HF
74
HRT Financial
New York
$1.3M +$678K +40,904 +122%
RG
75
Retirement Group
California
$1.3M +$117K +7,039 +10%

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.