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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
Charles Schwab
1
Charles Schwab
California
$130M +$59.3M +3,591,985 +89%
Bank of America
2
Bank of America
North Carolina
$75.1M +$47.7M +2,888,719 +194%
AIP
3
Almanack Investment Partners
Pennsylvania
$46.4M +$6.5M +393,806 +17%
FI
4
FormulaFolio Investments
Michigan
$43M +$2.02M +122,469 +5%
Wells Fargo
5
Wells Fargo
California
$39.2M +$30.5M +1,847,470 +419%
HighTower Advisors
6
HighTower Advisors
Illinois
$25M +$669K +40,501 +3%
UBS Group
7
UBS Group
Switzerland
$22.9M +$10.8M +655,779 +96%
AIM
8
Astor Investment Management
Illinois
$22.8M +$21.9M +1,327,650 New
Morgan Stanley
9
Morgan Stanley
New York
$18M +$2.61M +157,885 +18%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$16.7M +$5.9M +357,206 +58%
HI
11
Hudock Inc
Pennsylvania
$16.7M +$211K +12,788 +1%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$16.1M +$13.4M +810,811 +632%
ACG
13
Allen Capital Group
Nebraska
$15.9M +$1.29M +78,294 +9%
AI
14
Atria Investments
North Carolina
$11.9M +$11.5M +696,681 New
PPA
15
Parametric Portfolio Associates
Washington
$10.8M +$10.4M +629,380 New
SI
16
SimpliFi Inc
California
$9.99M -$206K -12,485 -2%
WIM
17
Waverton Investment Management
United Kingdom
$9.74M +$509K +30,850 +6%
CC
18
Cypress Capital
Tennessee
$9.12M +$8.78M +531,771 New
AWM
19
AE Wealth Management
Kansas
$8.35M +$8.04M +487,127 New
SS
20
Simplicity Solutions
Minnesota
$8.2M +$7.9M +478,562 New
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$8.08M +$2.2M +133,558 +40%
UIA
22
UBP Investment Advisors
Switzerland
$7.62M +$633K +38,316 +9%
DWM
23
Darwin Wealth Management
Florida
$7.61M +$7.18M +434,787 +4,664%
LPL Financial
24
LPL Financial
California
$7.56M +$5.73M +347,152 +369%
Franklin Resources
25
Franklin Resources
California
$7.45M +$6.84M +414,329 New

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.