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abrdn Physical Gold Shares ETF
SGOL

100 hedge funds and large institutions have $382M invested in abrdn Physical Gold Shares ETF in 2017 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 29 increasing their positions, 24 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 6

91% more call options, than puts

Call options by funds: $17.8M | Put options by funds: $9.33M

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

28.49% more ownership

Funds ownership: 334.3% → 362.79% (+28%)

21% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 24

10% more capital invested

Capital invested by funds: $348M → $382M (+$34M)

9% more funds holding

Funds holding: 92 → 100 (+8)

Holders
100
Holders Change
+8
Holders Change %
+8.7%
% of All Funds
2.27%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.09%
New
15
Increased
29
Reduced
24
Closed
6
Calls
$17.8M
Puts
$9.33M
Net Calls
+$8.47M
Net Calls Change
+$10.1M

Top Buyers

1
VF
Virtu Financial
New York
+$9.14M
2
ACM
Alpha Capital Management
Texas
+$7.34M
3
DWM
Darwin Wealth Management
Florida
+$3.73M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$2.53M
5
AIP
Almanack Investment Partners
Pennsylvania
+$1.68M

Top Sellers

1
Wolverine Trading
Wolverine Trading
Illinois
-$3.52M
2
HFM
Harvest Fund Management
China
-$676K
3
Bank of America
Bank of America
North Carolina
-$661K
4
PAG
Private Advisor Group
New Jersey
-$364K
5
GIM
Guild Investment Management
California
-$323K
Name Holding Trade Value Shares
Change 		Change in
Stake
GT
76
Glenmede Trust
Pennsylvania
$88K – – –
SSB
77
Sandy Spring Bank
Maryland
$79K – – –
VFA
78
Valeo Financial Advisors
Indiana
$79K – – –
AIM
79
Advantage Investment Management
Iowa
$72K -$4.58K -370 -6%
ASN
80
Advisory Services Network
Georgia
$66K +$7.3K +590 +13%
CA
81
Calton & Associates
Florida
$65K +$62.5K +5,050 New
Bank of Montreal
82
Bank of Montreal
Ontario, Canada
$59K – – –
JFGIW
83
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$56K – – –
PFA
84
Pathway Financial Advisors
Vermont
$51K +$49.6K +4,010 New
TCM
85
Tradewinds Capital Management
Washington
$48K – – –
PS
86
Portfolio Strategies
New York
$32K +$30.9K +2,500 New
AWA
87
Acorn Wealth Advisors
Michigan
$31K +$30.2K +2,440 New
SEI Investments
88
SEI Investments
Pennsylvania
$28K +$12.4K +1,000 +80%
WAP
89
Wealthcare Advisory Partners
Pennsylvania
$26K – – –
AA
90
AlphaMark Advisors
Kentucky
$25K – – –
SWM
91
SeaCrest Wealth Management
New York
$22K +$21.2K +1,710 New
NCM
92
Nelson Capital Management
California
$18K – – –
HNB
93
Huntington National Bank
Ohio
$15K – – –
AFNAS
94
American Financial Network Advisory Services
California
$14K -$9.9K -800 -42%
PMFA
95
Plante Moran Financial Advisors
Michigan
$9K – – –
APA
96
American Portfolios Advisors
New York
$8.58K +$8.41K +680 New
IA
97
IFP Advisors
Florida
$6K – – –
TC
98
Telemus Capital
Michigan
$6K +$6.18K +500 New
PSW
99
Portfolio Strategies (Washington)
Washington
$5K – – –
FDCDDQ
100
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.26K – – –
1 2 3
4
5

SGOL Hedge Fund Activity: Q4 2017 in Review

100 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in abrdn Physical Gold Shares ETF (SGOL) for Q4 2017, worth a combined $382M — up 9.8% from $348M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new SGOL positions and 6 closed out — a net gain of 9 holders — while 29 added to existing stakes and 24 trimmed.

The largest buyer was Virtu Financial, adding an estimated $9.14M. The largest seller was Wolverine Trading, cutting an estimated $3.52M.

  • 100 institutional investors held abrdn Physical Gold Shares ETF (SGOL) as of Q4 2017, up from 92 in Q3 2017.
  • Funds reported $382M of abrdn Physical Gold Shares ETF stock for Q4 2017, up 9.8% quarter-over-quarter.
  • 15 funds opened new abrdn Physical Gold Shares ETF positions in Q4 2017 and 6 closed out, a net change of +9 holders.
  • The largest abrdn Physical Gold Shares ETF buyer in Q4 2017 was Virtu Financial, an estimated $9.14M added.
  • The largest abrdn Physical Gold Shares ETF seller in Q4 2017 was Wolverine Trading, an estimated $3.52M sold.

Based on aggregated 13F filings for Q4 2017.