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abrdn Physical Gold Shares ETF
SGOL

109 hedge funds and large institutions have $216M invested in abrdn Physical Gold Shares ETF in 2019 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 26 increasing their positions, 23 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

195% more call options, than puts

Call options by funds: $11.2M | Put options by funds: $3.81M

133% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 9

14% more funds holding in top 10

Funds holding in top 10: 7 → 8 (+1)

13% more capital invested

Capital invested by funds: $190M → $216M (+$25.4M)

13% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 23

12.42% more ownership

Funds ownership: 233.84% → 246.27% (+12%)

11% more funds holding

Funds holding: 98 → 109 (+11)

Holders
109
Holders Change
+11
Holders Change %
+11.22%
% of All Funds
2.39%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.18%
New
21
Increased
26
Reduced
23
Closed
9
Calls
$11.2M
Puts
$3.81M
Net Calls
+$7.42M
Net Calls Change
+$2.88M

Top Buyers

1
ACP
Aveo Capital Partners
Colorado
+$17.2M
2
AIP
Almanack Investment Partners
Pennsylvania
+$13.2M
3
MCIA
Mountain Capital Investment Advisors
Colorado
+$9.82M
4
SI
SimpliFi Inc
California
+$7.83M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$5.58M

Top Sellers

1
PAG
Pinnacle Advisory Group
Maryland
-$21.2M
2
BIA
Barry Investment Advisors
Massachusetts
-$11.2M
3
Citadel Advisors
Citadel Advisors
Florida
-$3.07M
4
FI
FormulaFolio Investments
Michigan
-$1.24M
5
AG
Advisor Group
Arizona
-$1.07M
Name Holding Trade Value Shares
Change 		Change in
Stake
JWA
101
JFS Wealth Advisors
Pennsylvania
$7K -$3.13K -220 -32%
HDIM
102
Hanson & Doremus Investment Management
Vermont
$6K – – –
VCM
103
Versant Capital Management
Arizona
$4K +$4.12K +290 New
CFGS
104
Concourse Financial Group Securities
Alabama
$3K – – –
S
105
SignatureFD
Georgia
$3K – – –
AIC
106
Ameritas Investment Company
Nebraska
$2K +$2.27K +160 New
JFA
107
JNBA Financial Advisors
Minnesota
$2K +$2.42K +170 New
FDCDDQ
108
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.42K – – –
BIA
109
Barry Investment Advisors
Massachusetts
– -$11.2M -819,940 Closed
NDSI
110
Newman Dignan & Sheerar Inc
Rhode Island
– -$1.05K -77,500 Closed
Jane Street
111
Jane Street
New York
– -$1.05M -73,890 Closed
IIA
112
IPG Investment Advisors
California
– -$573K -42,100 Closed
TM
113
Titan Managers
Arizona
– -$150K -11,000 Closed
GT
114
Glenmede Trust
Pennsylvania
– -$95 -7,000 Closed
OIA
115
OneDigital Investment Advisors
Kansas
– -$45K -3,280 Closed
MF
116
Manchester Financial
California
– -$1K -40 Closed
SPIA
117
Steward Partners Investment Advisory
New York
– +$284 +20 New
1 2 3 4
5

SGOL Hedge Fund Activity: Q3 2019 in Review

109 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in abrdn Physical Gold Shares ETF (SGOL) for Q3 2019, worth a combined $216M — up 13% from $190M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new SGOL positions and 9 closed out — a net gain of 12 holders — while 26 added to existing stakes and 23 trimmed.

The largest buyer was Aveo Capital Partners, adding an estimated $17.2M. The largest seller was Pinnacle Advisory Group, cutting an estimated $21.2M.

  • 109 institutional investors held abrdn Physical Gold Shares ETF (SGOL) as of Q3 2019, up from 98 in Q2 2019.
  • Funds reported $216M of abrdn Physical Gold Shares ETF stock for Q3 2019, up 13% quarter-over-quarter.
  • 21 funds opened new abrdn Physical Gold Shares ETF positions in Q3 2019 and 9 closed out, a net change of +12 holders.
  • The largest abrdn Physical Gold Shares ETF buyer in Q3 2019 was Aveo Capital Partners, an estimated $17.2M added.
  • The largest abrdn Physical Gold Shares ETF seller in Q3 2019 was Pinnacle Advisory Group, an estimated $21.2M sold.

Based on aggregated 13F filings for Q3 2019.