FUND

Sprott Focus Trust
FUND

Overview Fund Activity

29 hedge funds and large institutions have $32.4M invested in Sprott Focus Trust in 2023 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 14 increasing their positions, 8 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
29
Holders Change
–
Holders Change %
0%
% of All Funds
0.46%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
2
Increased
14
Reduced
8
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$921K
2
SFS
2
Shaker Financial Services
Virginia
$4.38M
3
Invesco
3
Invesco
Georgia
$363K
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$3.32M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$1.9M

Top Sellers

1
1CP
1
1607 Capital Partners
Virginia
$3.54M
2
Stifel Financial
2
Stifel Financial
Missouri
$0
3
LPL Financial
3
LPL Financial
California
$3.89M
4
IWC
4
Integrated Wealth Concepts
Massachusetts
$2.81M
5
Morgan Stanley
5
Morgan Stanley
New York
$2.97M
Name Holding Trade Value Shares
Change 		Shares
Change %
SPIA
26
Steward Partners Investment Advisory
New York
$39.5K +$28.8K +3,620 +268%
EC
27
Elequin Capital
New York
$18.9K +$11K +1,386 +139%
BCM
28
Bourgeon Capital Management
Connecticut
$2.78K – – –
IA
29
IFP Advisors
Florida
$819 +$819 +103 New
Stifel Financial
30
Stifel Financial
Missouri
– -$336K -41,497 Closed
AAS
31
Ameritas Advisory Services
Nebraska
– -$6.41K -792 Closed
1
2