abrdn Physical Gold Shares ETF
SGOL
208 hedge funds and large institutions have $579M invested in abrdn Physical Gold Shares ETF in 2021 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 68 increasing their positions, 62 reducing their positions, and 21 closing their positions.
316% more call options, than puts
Call options by funds: $1.43M | Put options by funds: $344K
10% more repeat investments, than reductions
Existing positions increased: 68 | Existing positions reduced: 62
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
1.84% less ownership
Funds ownership: 26.57% → 24.73% (-1.8%)
5% less funds holding
Funds holding: 218 → 208 (-10)
8% less capital invested
Capital invested by funds: $631M → $579M (-$52.3M)
29% less first-time investments, than exits
New positions opened: 15 | Existing positions closed: 21
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CC
Cypress Capital
Franklin,
Tennessee
|
+$9.87M |
| 2 |
DWM
Darwin Wealth Management
Tampa,
Florida
|
+$8.06M |
| 3 |
HighTower Advisors
Chicago,
Illinois
|
+$3.76M |
| 4 |
GM
GeoWealth Management
Chicago,
Illinois
|
+$3.15M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$2.97M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
-$31.9M |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$14.3M |
| 3 |
HI
Hudock Inc
Williamsport,
Pennsylvania
|
-$9.71M |
| 4 |
Morgan Stanley
New York
|
-$5.17M |
| 5 |
FTUS
Flow Traders U.S.
New York
|
-$4.54M |
SGOL Hedge Fund Activity: Q3 2021 in Review
208 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in abrdn Physical Gold Shares ETF (SGOL) for Q3 2021, worth a combined $579M — down 8.3% from $631M a quarter earlier.
Sellers outnumbered buyers: 21 funds closed out of SGOL and 15 opened new positions — a net loss of 6 holders — while 62 trimmed existing stakes and 68 added.
The largest buyer was Cypress Capital, opening a new position worth an estimated $9.87M. The largest seller was Brookstone Capital Management, cutting an estimated $31.9M.
- 208 institutional investors held abrdn Physical Gold Shares ETF (SGOL) as of Q3 2021, down from 218 in Q2 2021.
- Funds reported $579M of abrdn Physical Gold Shares ETF stock for Q3 2021, down 8.3% quarter-over-quarter.
- 15 funds opened new abrdn Physical Gold Shares ETF positions in Q3 2021 and 21 closed out, a net change of -6 holders.
- The largest abrdn Physical Gold Shares ETF buyer in Q3 2021 was Cypress Capital, an estimated $9.87M added.
- The largest abrdn Physical Gold Shares ETF seller in Q3 2021 was Brookstone Capital Management, an estimated $31.9M sold.
Based on aggregated 13F filings for Q3 2021.