Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ABRDN PALLADIUM ETF TRUST (PALL)

122 + Investors. Track Smart Money conviction in PALL. See who's accumulating, reducing, or initiating positions.

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -14
Streak
1Q ▼
Buyers last Q
43%

Smart Money Signals — PALL

Based on 122 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their PALL positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 90% of 3.0Y peak

90% of all-time peak
122 funds currently hold this stock — 90% of the 3.0-year high of 136 funds (reached 2025 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
🚀

Fast accumulation — +65% more funds vs a year ago

fund count last 6Q
+48 new funds entered over the past year (+65% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟠

More sellers than buyers — 43% buying

58 buying76 selling
Last quarter: 76 funds reduced or exited vs 58 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
⚠️

Fewer new buyers each quarter (-30 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 31 → 25 → 51 → 21. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
📌

Mixed — 37% long-term, 32% new

37% conviction (2yr+) 31% medium 32% new
Of the 122 current holders: 45 (37%) held >2 years, 38 held 1–2 years, and 39 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.
📈

Growing discovery — still being found

18 → 31 → 25 → 51 → 21 new funds/Q
New funds entering each quarter: 31 → 25 → 51 → 21. A growing number of institutions are discovering PALL each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 47% of holders stayed 2+ years

47% veterans 11% 1-2yr 41% new
Of 133 current holders: 63 (47%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 69% AUM from top-100 funds

69% from top-100 AUM funds
19 of 122 holders are among the 100 largest funds by AUM, controlling 69% of total institutional value in PALL. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
4.5
out of 10
Moderate Exit Risk
Exit risk score 4.5/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — PALL

In 2026 Q1, 58 hedge funds were net buyers of PALL (21 opened a new position, 37 added to an existing one), while 76 reduced or exited (41 trimmed, 35 sold completely) — a 43% buyer ratio, indicating roughly balanced activity. 69% of total institutional value in PALL is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -14 funds (more exits than new entries). Total institutional holders: 122.

Hedge Fund Ownership: PALL

How many hedge funds hold PALL — quarterly history vs. share price
Quarterly hedge fund ownership of PALL vs. share price

Market Analysis: PALL

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: PALL

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy ABRDN PALLADIUM ETF TRUST (PALL) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much PALL has moved relative to its sector benchmark (SPY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 54d ago
PALL
-80.6%
SPY
+14.7%

PALL outperformed SPY by -95.3% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 9d ago
PALL
-4.8%
SPY
+0.9%

Since the filing became public, PALL outperformed SPY by -5.7% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

12 top-rated funds 0 high-conviction
Consensus
4.8
/ 10
breadth
×
Elite
0.8
/ 10
conviction
Hedge Fund Positioning: PALL
122 + Investors

Track Smart Money conviction in PALL. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 122 136 -10.29%
13F Shares 2M 3M -21.14%
Total Value $260M $368M -29.5%
New Positions 21 51 -30
Increased Positions 33 42 -9
Closed Positions 35 16 +19
Reduced Positions 41 23 +18
Total Calls 7 6 16.67%
Total Puts 4 4 -
PUT/CALL Ratio 0.57 0.67 Bullish

Statistics: PALL

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Institutional Holders (2026 Q1)

122 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in PALL. Verified SEC 13F-HR filings.

QUARTER:
Top 25 institutional holders of PALL — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Copley Financial Group, Inc. 1.38% 16,991 $2.3M
2 Anthracite Investment Company, Inc. 0.96% 19,000 $1.9M
3 MAINSTAY CAPITAL MANAGEMENT LLC /ADV 0.50% 47,737 $6.4M
4 Marshall Financial Group, LLC 0.40% 18,777 $2.5M
5 Alhambra Investment Management LLC 0.40% 6,371 $858K
6 Brookwood Investment Group LLC 0.37% 22,078 $3.0M
7 Total Wealth Planning & Management, Inc. 0.32% 3,209 $432K
8 Gradient Investments LLC 0.25% 120,330 $16.2M
9 Financial Sense Advisors, Inc. 0.21% 7,500 $1.0M
10 Generation Capital Management LLC 0.20% 2,075 $280K
11 Kellett Wealth Advisors, LLC 0.19% 2,668 $359K
12 Black Swift Group, LLC 0.18% 7,775 $1.0M
13 MATAURO, LLC 0.17% 8,881 $1.2M
14 COMPASS CAPITAL CORP /MA/ /ADV 0.10% 2,095 $286K
15 Linden Thomas Advisory Services, LLC 0.10% 7,395 $996K
16 Pekin Hardy Strauss, Inc. 0.07% 5,225 $704K
17 EVERGREEN CAPITAL MANAGEMENT LLC 0.07% 24,841 $3.3M
18 KESTRA PRIVATE WEALTH SERVICES, LLC 0.07% 41,442 $5.6M
19 TWO SIGMA SECURITIES, LLC 0.05% 3,439 $463K
20 FNY Investment Advisers, LLC 0.05% 900
21 Fortis Capital Advisors, LLC 0.05% 2,767 $373K
22 MSH Capital Advisors LLC 0.04% 1,565 $211K
23 DGS Capital Management, LLC 0.04% 1,905 $257K
24 Leo Wealth, LLC 0.04% 3,691 $497K
25 Essex Financial Services, Inc. 0.03% 4,225 $569K
Investor Ownership
History
% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — ABRDN PALLADIUM ETF TRUST (PALL)

What does the Smart Money Trend signal show for PALL?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their PALL positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for PALL?

More sellers than buyers — 43% buying: Last quarter: 76 funds reduced or exited vs 58 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for PALL holders?

Elite ownership — 69% AUM from top-100 funds: 19 of 122 holders are among the 100 largest funds by AUM, controlling 69% of total institutional value in PALL. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held PALL?

Mixed — 37% long-term, 32% new: Of the 122 current holders: 45 (37%) held >2 years, 38 held 1–2 years, and 39 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

Is it too late to buy ABRDN PALLADIUM ETF TRUST (PALL) following the 2026 Q1 hedge fund 13F filings?

As of today, PALL has moved -4.8% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.9% for the SPY sector ETF — an outperformance of -5.7%. Since the quarter end (March 31, 2026), PALL has gained -80.6% vs +14.7% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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