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abrdn Physical Silver Shares ETF

40 hedge funds and large institutions have $27.4M invested in abrdn Physical Silver Shares ETF in 2018 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 10 increasing their positions, 15 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

540% more call options, than puts

Call options by funds: $1.17M | Put options by funds: $182K

3.66% less ownership

Funds ownership: 9.92%6.26% (-3.7%)

20% less funds holding

Funds holding: 5040 (-10)

33% less capital invested

Capital invested by funds: $40.8M → $27.4M (-$13.3M)

33% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 15

67% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 15

Holders
40
Holders Change
-10
Holders Change %
-20%
% of All Funds
0.91%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
10
Reduced
15
Closed
15
Calls
$1.17M
Puts
$182K
Net Calls
+$983K
Net Calls Change
-$310K
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
1
Cornerstone Wealth Management
Missouri
$10.5M +$154K +10,538 +6%
GI
2
Gradient Investments
Minnesota
$5.26M -$351K -24,070 -6%
Bank of America
3
Bank of America
North Carolina
$2.69M -$81.8K -5,608 -3%
UBS Group
4
UBS Group
Switzerland
$1.23M -$208K -14,230 -14%
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$1.19M +$394K +27,031 +48%
Wells Fargo
6
Wells Fargo
California
$1.01M +$674K +46,217 +186%
LPL Financial
7
LPL Financial
California
$815K -$93.4K -6,399 -10%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$690K -$31.2K -2,139 -4%
Morgan Stanley
9
Morgan Stanley
New York
$589K +$132K +9,027 +28%
CBT
10
Capital Bank & Trust
California
$537K
Citadel Advisors
11
Citadel Advisors
Florida
$429K -$76.4K -5,236 -15%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$239K +$9.85K +675 +4%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$208K -$11.6K -792 -5%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$188K -$8.78K -602 -4%
BWP
15
BSW Wealth Partners
Colorado
$179K +$4.67K +320 +3%
KCM
16
Kendall Capital Management
Maryland
$173K -$10.8K -741 -6%
SPC
17
Sigma Planning Corp
Michigan
$171K -$42.3K -2,900 -19%
CFA
18
Carroll Financial Associates
North Carolina
$170K
NFG
19
Noven Financial Group
Colorado
$169K -$33.6K -2,305 -16%
LTFS
20
Ladenburg Thalmann Financial Services
Florida
$145K +$875 +60 +0.6%
AFP
21
Ausdal Financial Partners
Iowa
$144K -$7.43K -509 -5%
AG
22
Advisor Group
Arizona
$138K -$7.86K -539 -5%
BBPWM
23
Blue Bell Private Wealth Management
Pennsylvania
$110K +$28.5K +1,950 +34%
CWA
24
Clarus Wealth Advisors
Arizona
$110K +$28.5K +1,950 +34%
WAM
25
Watermark Asset Management
California
$104K

SIVR Hedge Fund Activity: Q3 2018 in Review

40 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in abrdn Physical Silver Shares ETF (SIVR) for Q3 2018, worth a combined $27.4M — down 33% from $40.8M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of SIVR and 5 opened new positions — a net loss of 10 holders — while 15 trimmed existing stakes and 10 added.

The largest buyer was Wells Fargo, adding an estimated $674K. The largest seller was HighTower Advisors, exiting entirely with an estimated $6.05M sold.

  • 40 institutional investors held abrdn Physical Silver Shares ETF (SIVR) as of Q3 2018, down from 50 in Q2 2018.
  • Funds reported $27.4M of abrdn Physical Silver Shares ETF stock for Q3 2018, down 33% quarter-over-quarter.
  • 5 funds opened new abrdn Physical Silver Shares ETF positions in Q3 2018 and 15 closed out, a net change of -10 holders.
  • The largest abrdn Physical Silver Shares ETF buyer in Q3 2018 was Wells Fargo, an estimated $674K added.
  • The largest abrdn Physical Silver Shares ETF seller in Q3 2018 was HighTower Advisors, an estimated $6.05M sold.

Based on aggregated 13F filings for Q3 2018.