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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
SIG
126
Sargent Investment Group
Maryland
$274K
MIAN
127
Mariner Independent Advisor Network
Kansas
$272K +$263K +15,939 New
RSWM
128
Robertson Stephens Wealth Management
California
$271K +$261K +15,830 New
TSS
129
Two Sigma Securities
New York
$265K +$255K +15,463 New
SC
130
Scotia Capital
Ontario, Canada
$249K +$240K +14,550 New
NFG
131
Next Financial Group
Texas
$243K -$139K -8,448 -37%
BFA
132
Beaumont Financial Advisors
Massachusetts
$242K +$24.8K +1,500 +12%
LB
133
Legacy Bridge
Iowa
$231K
AA
134
Apriem Advisors
California
$228K -$24.8K -1,500 -10%
AAIM
135
Asset Advisors Investment Management
Georgia
$223K
WSFS
136
Wilmington Savings Fund Society
Delaware
$216K
BAS
137
Brown Advisory Securities
Maryland
$214K +$203K +12,305 New
BIA
138
Barry Investment Advisors
Massachusetts
$208K -$2.64K -160 -1%
SWM
139
SeaCrest Wealth Management
New York
$202K +$660 +40 +0.3%
CW
140
CreativeOne Wealth
Kansas
$193K +$185K +11,236 New
PAS
141
Partnervest Advisory Services
California
$192K +$185K +11,200 New
NL
142
NWAM LLC
Washington
$191K +$184K +11,119 New
Baird Financial Group
143
Baird Financial Group
Wisconsin
$189K +$182K +11,000 New
TM
144
Titan Managers
Arizona
$189K +$182K +11,000 New
HPC
145
Hobart Private Capital
North Carolina
$185K +$178K +10,778 New
SGCA
146
Steel Grove Capital Advisors
Tennessee
$180K
AWS
147
AJ Wealth Strategies
New York
$179K +$173K +10,450 New
ANTB
148
AMG National Trust Bank
Colorado
$171K +$165K +10,000 New
PAG
149
Private Advisor Group
New Jersey
$155K +$150K +9,060 New
Bank of Montreal
150
Bank of Montreal
Ontario, Canada
$127K

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.