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abrdn Physical Gold Shares ETF

61 hedge funds and large institutions have $288M invested in abrdn Physical Gold Shares ETF in 2015 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 13 increasing their positions, 13 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

39% more call options, than puts

Call options by funds: $1.98M | Put options by funds: $1.42M

11.92% more ownership

Funds ownership: 309.99%321.91% (+12%)

2% more capital invested

Capital invested by funds: $282M → $288M (+$6.11M)

0% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 13

10% less funds holding

Funds holding: 6861 (-7)

50% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 10

Holders
61
Holders Change
-7
Holders Change %
-10.29%
% of All Funds
1.64%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
5
Increased
13
Reduced
13
Closed
10
Calls
$1.98M
Puts
$1.42M
Net Calls
+$561K
Net Calls Change
-$249K
Name Holding Trade Value Shares
Change
Change in
Stake
BA
1
BlackRock Advisors
Delaware
$165M -$50.5K -4,330 -0%
BG
2
BlackRock Group
United Kingdom
$36.7M
LA
3
Lau Associates
Delaware
$9.89M -$14.6K -1,250 -0.1%
UBS Group
4
UBS Group
Switzerland
$9.74M -$414K -35,480 -4%
BIM
5
BlackRock Investment Management
Delaware
$6.44M
JT
6
Jump Trading
Illinois
$5.41M +$1.92M +164,200 +53%
JP Morgan Chase
7
JP Morgan Chase
New York
$5.4M
Morgan Stanley
8
Morgan Stanley
New York
$4.75M -$556K -47,650 -10%
VF
9
Virtu Financial
New York
$4.73M +$4.82M +412,640 New
CWM
10
Concert Wealth Management
California
$4.33M +$1.7M +145,750 +63%
GWM
11
Gupta Wealth Management
California
$3.12M +$761K +65,200 +31%
M&T Bank
12
M&T Bank
New York
$2.65M
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$2.41M -$413K -35,390 -14%
Bank of America
14
Bank of America
North Carolina
$2.32M -$205K -17,550 -8%
BlackRock
15
BlackRock
New York
$2.15M -$146K -12,500 -6%
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$2.08M +$930K +79,650 +78%
Citadel Advisors
17
Citadel Advisors
Florida
$2.04M +$1.25M +106,700 +150%
AMM
18
American Money Management
California
$1.97M +$2.45K +210 +0.1%
NCM
19
Narwhal Capital Management
Georgia
$1.78M
BIT
20
BlackRock Institutional Trust
California
$1.52M
Wells Fargo
21
Wells Fargo
California
$1.33M +$51.6K +4,420 +4%
SF
22
Synovus Financial
Georgia
$1.15M
BBPWM
23
Blue Bell Private Wealth Management
Pennsylvania
$1.11M +$215K +18,400 +23%
LPL Financial
24
LPL Financial
California
$929K -$3.5K -300 -0.4%
Goldman Sachs
25
Goldman Sachs
New York
$901K +$807K +69,130 +725%

SGOL Hedge Fund Activity: Q2 2015 in Review

61 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in abrdn Physical Gold Shares ETF (SGOL) for Q2 2015, worth a combined $288M — up 2.2% from $282M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of SGOL and 5 opened new positions — a net loss of 5 holders — while 13 trimmed existing stakes and 13 added.

The largest buyer was Virtu Financial, opening a new position worth an estimated $4.82M. The largest seller was Morgan Stanley, cutting an estimated $556K.

  • 61 institutional investors held abrdn Physical Gold Shares ETF (SGOL) as of Q2 2015, down from 68 in Q1 2015.
  • Funds reported $288M of abrdn Physical Gold Shares ETF stock for Q2 2015, up 2.2% quarter-over-quarter.
  • 5 funds opened new abrdn Physical Gold Shares ETF positions in Q2 2015 and 10 closed out, a net change of -5 holders.
  • The largest abrdn Physical Gold Shares ETF buyer in Q2 2015 was Virtu Financial, an estimated $4.82M added.
  • The largest abrdn Physical Gold Shares ETF seller in Q2 2015 was Morgan Stanley, an estimated $556K sold.

Based on aggregated 13F filings for Q2 2015.