abrdn Physical Palladium Shares ETF
PALL

$99.55

2.9%

Market Cap: $307M

Financials Commodity Contracts Brokers & Dealers

0

Funds holding %

of 6,710 funds

–

Analysts bullish %

Fund manager confidence

Based on 2024 Q2 SEC filings by fund managers ($100M+ AUM)

183% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 6

0.47% more ownership

Funds ownership: 16.68% [Q1] → 17.16% (+0.47%) [Q2]

3% less capital invested

Capital invested by funds: $49.9M [Q1] → $48.3M (-$1.64M) [Q2]

6% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 18

2% less funds holding

Funds holding: 62 [Q1] → 61 (-1) [Q2]

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Research analyst outlook

We haven’t received any recent analyst ratings for PALL.

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Financial journalist opinion

PALL: Production Curtailment May Cure Low Prices (Rating Upgrade)

Sibanye Stillwater's confirmed production cut of 200k oz/year from 2025 may balance the palladium market and trigger a short-covering rally in prices. The abrdn Physical Palladium Shares ETF holds over 292 million oz of palladium, tracking the metal's price, which has declined due to reduced automotive demand. Given the record short position in palladium futures, Sibanye's production curtailment could prompt a short squeeze, making PALL a speculative buy.

PALL: Production Curtailment May Cure Low Prices (Rating Upgrade)

PALL: Could Supply Response Cause A Short Squeeze?

Palladium has been the worst-performing precious metal in the past few years due to declining demand in automotive applications. Auto accounts for 80-85% of palladium demand. Recently, Sibanye Stillwater hinted it may shutter its U.S. operations as palladium prices are not sufficient to cover mining costs. If Sibanye follows through on its threat, we could see a short squeeze in palladium markets, as palladium futures short-positioning is at historic levels.

PALL: Could Supply Response Cause A Short Squeeze?

Zacks Investment Research

4 Top-Performing ETF Areas of Last Week

Wall Street was moderately upbeat last week. Notably, NVIDIA stock hit a record but eventually succumbed to a slowdown due to profit booking.

4 Top-Performing ETF Areas of Last Week

Zacks Investment Research

4 Top-Performing ETF Areas of Last Week

There was a growing unease on Wall Street last week, caused by disappointing corporate updates from major banks, reigniting concerns about persistent inflation and the likelihood of sustained elevated interest rates.

4 Top-Performing ETF Areas of Last Week

PALL: Palladium Recovers, More Technical Upside Potential

Palladium futures reached a record high in March 2022 but have since experienced a significant decline. Russia's role as the leading palladium producer and the war in Ukraine has influenced the metal's price. There is potential for a substantial recovery in the palladium market due to technical factors, demand for catalytic converters, and green initiatives.

PALL: Palladium Recovers, More Technical Upside Potential

PALL: A China Recovery Beneficiary

Palladium benefits from stringent emission regulations and technological advancements, making it a potential hedge against inflation and currency devaluations. The abrdn Physical Palladium Shares ETF offers a cost-effective and convenient way to invest in palladium, backed by physical palladium held in vaults. China's economic growth and demand for palladium are pivotal, but limited domestic reserves and geopolitical risks highlight potential vulnerabilities to supply disruptions.

PALL: A China Recovery Beneficiary

Zacks Investment Research

3 Top-Performing ETF Areas of Last Week

Wall Street was downbeat last week as evident due to rising rates.

3 Top-Performing ETF Areas of Last Week

Platinum rises from ashes of ‘dieselgate' to outperform palladium. What's next.

Platinum traded higher than palladium this month for the first time in nearly six years, with expectations for a back-to-back annual supply shortage and rising demand for platinum boosting prospects for higher prices.

Platinum rises from ashes of ‘dieselgate' to outperform palladium. What's next.

Zacks Investment Research

Top-Performing ETFs of Last Week

Wall Street was upbeat last week. The Dow Jones Industrial Average hit a record high on dovish stance and tone.

Top-Performing ETFs of Last Week

PALL: The Palladium Premium Over Platinum Collapses

Palladium's bull market peaked in March 2022 at $3,380.50 per ounce, coinciding with Russia's invasion of Ukraine. Russia and South Africa are the leading producers of palladium, causing supply concerns due to the war in Ukraine. Palladium prices have dropped below $1,000 per ounce in November 2023, creating a potential buying opportunity for abrdn Physical Palladium Shares ETF.

PALL: The Palladium Premium Over Platinum Collapses

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