Sprott Energy Transition Materials ETF
SETM
60 hedge funds and large institutions have $114M invested in Sprott Energy Transition Materials ETF in 2025 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 15 increasing their positions, 5 reducing their positions, and 4 closing their positions.
825% more first-time investments, than exits
New positions opened: 37 | Existing positions closed: 4
200% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 5
114% more funds holding
Funds holding: 28 → 60 (+32)
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
91% more capital invested
Capital invested by funds: $59.8M → $114M (+$54.6M)
7.92% less ownership
Funds ownership: 57.25% → 49.33% (-7.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$10.6M |
| 2 |
BI
BFI Infinity
Zurich,
Switzerland
|
+$9.74M |
| 3 |
TA
TKG Advisors
Valparaiso,
Indiana
|
+$2.88M |
| 4 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$2.74M |
| 5 |
IA
Inspire Advisors
Meridian,
Idaho
|
+$2.56M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PRRFG
Paul R. Ried Financial Group
Bellevue,
Washington
|
-$4.21M |
| 2 |
Jane Street
New York
|
-$2.75M |
| 3 |
SI
Sprott Inc
Toronto,
Ontario, Canada
|
-$313K |
| 4 |
HighTower Advisors
Chicago,
Illinois
|
-$75.3K |
| 5 |
PS
Principal Securities
Des Moines,
Iowa
|
-$49.1K |
SETM Hedge Fund Activity: Q4 2025 in Review
60 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Sprott Energy Transition Materials ETF (SETM) for Q4 2025, worth a combined $114M — up 91% from $59.8M a quarter earlier.
Buyers outnumbered sellers: 37 funds opened new SETM positions and 4 closed out — a net gain of 33 holders — while 15 added to existing stakes and 5 trimmed.
The largest buyer was Thrivent Financial for Lutherans, adding an estimated $10.6M. The largest seller was Paul R. Ried Financial Group, cutting an estimated $4.21M.
- 60 institutional investors held Sprott Energy Transition Materials ETF (SETM) as of Q4 2025, up from 28 in Q3 2025.
- Funds reported $114M of Sprott Energy Transition Materials ETF stock for Q4 2025, up 91% quarter-over-quarter.
- 37 funds opened new Sprott Energy Transition Materials ETF positions in Q4 2025 and 4 closed out, a net change of +33 holders.
- The largest Sprott Energy Transition Materials ETF buyer in Q4 2025 was Thrivent Financial for Lutherans, an estimated $10.6M added.
- The largest Sprott Energy Transition Materials ETF seller in Q4 2025 was Paul R. Ried Financial Group, an estimated $4.21M sold.
Based on aggregated 13F filings for Q4 2025.