FUND

Sprott Focus Trust

31 hedge funds and large institutions have $35.5M invested in Sprott Focus Trust in 2022 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 12 increasing their positions, 11 reducing their positions, and 3 closing their positions.

Holders
31
Holders Change
+2
Holders Change %
+6.9%
% of All Funds
0.5%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
5
Increased
12
Reduced
11
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
1CP
1
1607 Capital Partners
Virginia
$6.34M 795,871 -84,005 -10%
SFS
2
Shaker Financial Services
Virginia
$4.86M 609,475 +19,099 +3%
LPL Financial
3
LPL Financial
California
$4.72M 592,696 -3,106 -0.5%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$3.22M 404,504 +3,003 +0.7%
Morgan Stanley
5
Morgan Stanley
New York
$2.27M 284,779 +30,494 +12%
IWC
6
Integrated Wealth Concepts
Massachusetts
$2.27M 284,429 -6,370 -2%
EFS
7
Essex Financial Services
Connecticut
$2.21M 277,378 +553 +0.2%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$1.82M 228,459 -876 -0.4%
Osaic Holdings
9
Osaic Holdings
Arizona
$983K 123,286 +16,078 +15%
Wells Fargo
10
Wells Fargo
California
$957K 120,096 -124,536 -51%
UBS Group
11
UBS Group
Switzerland
$890K 111,698 +7,157 +7%
CAPTRUST Financial Advisors
12
CAPTRUST Financial Advisors
North Carolina
$875K 109,738 +15,017 +16%
SI
13
Sprott Inc
Ontario, Canada
$859K 107,743 -6,453 -6%
Stifel Financial
14
Stifel Financial
Missouri
$571K 71,667 +17,651 +33%
Northwestern Mutual Wealth Management
15
Northwestern Mutual Wealth Management
Wisconsin
$519K 65,130 -109 -0.2%
LPAM
16
Lodestar Private Asset Management
California
$328K 41,190 +41,190 New
IA
17
IFP Advisors
Florida
$235K 29,593 +8,015 +37%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$191K 24,089 +24,089 New
Bank of America
19
Bank of America
North Carolina
$186K 23,352 -17,698 -43%
PAG
20
Private Advisor Group
New Jersey
$171K 21,400 -1,000 -4%
RIL
21
Rothschild Investment LLC
Illinois
$163K 20,434 -4,643 -19%
HighTower Advisors
22
HighTower Advisors
Illinois
$154K 19,286 -4,010 -17%
CA
23
CoreCap Advisors
Michigan
$146K 18,325 +288 +2%
SCA
24
Snowden Capital Advisors
New York
$145K 18,132
LFAS
25
Level Four Advisory Services
Texas
$135K 16,889 +16,889 New