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US Global GO Gold and Precious Metal Miners ETF

34 hedge funds and large institutions have $20.1M invested in US Global GO Gold and Precious Metal Miners ETF in 2023 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 9 increasing their positions, 7 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 2

66% more capital invested

Capital invested by funds: $12.1M → $20.1M (+$8.02M)

29% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 7

10% more funds holding

Funds holding: 3134 (+3)

8.36% more ownership

Funds ownership: 13.22%21.58% (+8.4%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
34
Holders Change
+3
Holders Change %
+9.68%
% of All Funds
0.53%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
6
Increased
9
Reduced
7
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SEA
1
Stegent Equity Advisors
Texas
$4.32M +$1.61M +86,975 +50%
PCP
2
Proficio Capital Partners
Massachusetts
$3.98M +$3.22M +174,497 +261%
BFS
3
Bard Financial Services
Connecticut
$3.96M +$2.04M +110,470 +85%
Jane Street
4
Jane Street
New York
$2.33M +$2.27M +123,066 +681%
EFMC
5
Empire Financial Management Company
New York
$936K -$38.8K -2,098 -4%
PFS
6
Prospera Financial Services
Texas
$732K +$821K +44,436 New
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$471K
GIA
8
Gladstone Institutional Advisory
Florida
$449K +$5.74K +311 +1%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$387K -$18.4K -995 -4%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$369K +$43K +2,327 +12%
LPL Financial
11
LPL Financial
California
$327K +$67K +3,628 +22%
WCG
12
Weaver Consulting Group
California
$310K
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$201K +$6.46K +350 +3%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$200K +$224K +12,142 New
PP
15
Prudential plc
United Kingdom
$199K -$16.4K -890 -7%
ACM
16
AlphaStar Capital Management
North Carolina
$180K
HCM
17
Highlander Capital Management
New Jersey
$171K
FDCDDQ
18
Federation des caisses Desjardins du Quebec
Quebec, Canada
$126K -$449K -24,334 -76%
TWM
19
Tradition Wealth Management
Minnesota
$107K
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$98K -$3.03K -164 -3%
Osaic Holdings
21
Osaic Holdings
Arizona
$85K +$15.7K +851 +20%
GWMIA
22
Global Wealth Management Investment Advisory
Florida
$31.7K +$35.5K +1,924 New
CFGS
23
Concourse Financial Group Securities
Alabama
$29.2K
UBS Group
24
UBS Group
Switzerland
$21K -$31.4K -1,698 -57%
Carson Wealth (CWM LLC)
25
Carson Wealth (CWM LLC)
Nebraska
$20K +$22.2K +1,200 New

GOAU Hedge Fund Activity: Q2 2023 in Review

34 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in US Global GO Gold and Precious Metal Miners ETF (GOAU) for Q2 2023, worth a combined $20.1M — up 66% from $12.1M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new GOAU positions and 2 closed out — a net gain of 4 holders — while 9 added to existing stakes and 7 trimmed.

The largest buyer was Proficio Capital Partners, adding an estimated $3.22M. The largest seller was Federation des caisses Desjardins du Quebec, cutting an estimated $449K.

  • 34 institutional investors held US Global GO Gold and Precious Metal Miners ETF (GOAU) as of Q2 2023, up from 31 in Q1 2023.
  • Funds reported $20.1M of US Global GO Gold and Precious Metal Miners ETF stock for Q2 2023, up 66% quarter-over-quarter.
  • 6 funds opened new US Global GO Gold and Precious Metal Miners ETF positions in Q2 2023 and 2 closed out, a net change of +4 holders.
  • The largest US Global GO Gold and Precious Metal Miners ETF buyer in Q2 2023 was Proficio Capital Partners, an estimated $3.22M added.
  • The largest US Global GO Gold and Precious Metal Miners ETF seller in Q2 2023 was Federation des caisses Desjardins du Quebec, an estimated $449K sold.

Based on aggregated 13F filings for Q2 2023.