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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
IA
76
IFP Advisors
Florida
$27K – – –
WAP
77
Wealthcare Advisory Partners
Pennsylvania
$27K – – –
AA
78
AlphaMark Advisors
Kentucky
$25K – – –
LFA
79
Legacy Financial Advisors
Kentucky
$23K – – –
PFBT
80
Parkside Financial Bank & Trust
Missouri
$23K +$22K +1,860 New
GWM
81
Geneos Wealth Management
Colorado
$23K +$22.3K +1,880 New
VFA
82
Valeo Financial Advisors
Indiana
$22K – – –
NFG
83
Next Financial Group
Texas
$22K +$12.6K +1,060 +151%
SWM
84
SeaCrest Wealth Management
New York
$15K +$14.3K +1,210 New
PB
85
Pinnacle Bancorp
Nebraska
$14K +$13K +1,100 New
ASN
86
Advisory Services Network
Georgia
$12K – – –
HNB
87
Huntington National Bank
Ohio
$11K – – –
AIC
88
Ameritas Investment Company
Nebraska
$10K +$9.13K +770 New
PMFA
89
Plante Moran Financial Advisors
Michigan
$9K – – –
CIAS
90
Capital Investment Advisory Services
North Carolina
$9K +$9.01K +760 New
CFA
91
Clarfeld Financial Advisors
New York
$7K +$6.87K +580 New
HDIM
92
Hanson & Doremus Investment Management
Vermont
$5K – – –
S
93
SignatureFD
Georgia
$3K – – –
FDCDDQ
94
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.24K – – –
NDSI
95
Newman Dignan & Sheerar Inc
Rhode Island
$739 +$5.33K +450 +0.8%
NCM
96
Narwhal Capital Management
Georgia
– -$1.7M -147,680 Closed
AA
97
Advisory Alpha
Michigan
– -$1.49M -124,800 Closed
SGS
98
Sterling Global Strategies
California
– -$716K -62,270 Closed
OA
99
Opes Advisors
California
– -$670K -58,260 Closed
Simplex Trading
100
Simplex Trading
Illinois
– -$418K -35,300 Closed
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.