abrdn Physical Gold Shares ETF
SGOL
286 hedge funds and large institutions have $888M invested in abrdn Physical Gold Shares ETF in 2024 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 68 increasing their positions, 109 reducing their positions, and 28 closing their positions.
1,476% more call options, than puts
Call options by funds: $3.17M | Put options by funds: $201K
21% more funds holding in top 10
Funds holding in top 10: 14 → 17 (+3)
4% more capital invested
Capital invested by funds: $854M → $888M (+$33.5M)
0.35% less ownership
Funds ownership: 30.52% → 30.17% (-0.35%)
3% less funds holding
Funds holding: 294 → 286 (-8)
14% less first-time investments, than exits
New positions opened: 24 | Existing positions closed: 28
38% less repeat investments, than reductions
Existing positions increased: 68 | Existing positions reduced: 109
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AMG
Advisors Management Group
La Crosse,
Wisconsin
|
+$9.8M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$8.67M |
| 3 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$5.73M |
| 4 |
MFG
Merit Financial Group
Alpharetta,
Georgia
|
+$5.16M |
| 5 |
IA
Inspire Advisors
Meridian,
Idaho
|
+$3.49M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$10M |
| 2 |
BTI
Blue Trust Inc
Alpharetta,
Georgia
|
-$8.96M |
| 3 |
BW
Bison Wealth
Atlanta,
Georgia
|
-$8.02M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$7.93M |
| 5 |
EF
Empowered Funds
Havertown,
Pennsylvania
|
-$7.75M |
SGOL Hedge Fund Activity: Q1 2024 in Review
286 of the 6,958 institutional investors tracked by Wall St. Rank reported a position in abrdn Physical Gold Shares ETF (SGOL) for Q1 2024, worth a combined $888M — up 3.9% from $854M a quarter earlier.
Sellers outnumbered buyers: 28 funds closed out of SGOL and 24 opened new positions — a net loss of 4 holders — while 109 trimmed existing stakes and 68 added.
The largest buyer was Advisors Management Group, opening a new position worth an estimated $9.8M. The largest seller was Osaic Holdings, cutting an estimated $10M.
- 286 institutional investors held abrdn Physical Gold Shares ETF (SGOL) as of Q1 2024, down from 294 in Q4 2023.
- Funds reported $888M of abrdn Physical Gold Shares ETF stock for Q1 2024, up 3.9% quarter-over-quarter.
- 24 funds opened new abrdn Physical Gold Shares ETF positions in Q1 2024 and 28 closed out, a net change of -4 holders.
- The largest abrdn Physical Gold Shares ETF buyer in Q1 2024 was Advisors Management Group, an estimated $9.8M added.
- The largest abrdn Physical Gold Shares ETF seller in Q1 2024 was Osaic Holdings, an estimated $10M sold.
Based on aggregated 13F filings for Q1 2024.