Sprott Energy Transition Materials ETF
SETM
96 hedge funds and large institutions have $165M invested in Sprott Energy Transition Materials ETF in 2026 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 33 increasing their positions, 12 reducing their positions, and 7 closing their positions.
514% more first-time investments, than exits
New positions opened: 43 | Existing positions closed: 7
175% more repeat investments, than reductions
Existing positions increased: 33 | Existing positions reduced: 12
60% more funds holding
Funds holding: 60 → 96 (+36)
45% more capital invested
Capital invested by funds: $114M → $165M (+$51.1M)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
17.68% less ownership
Funds ownership: 49.33% → 31.65% (-18%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$18.5M |
| 2 |
Raymond James Financial
St Petersburg,
Florida
|
+$5.17M |
| 3 |
LPL Financial
San Diego,
California
|
+$3.04M |
| 4 |
SAI
Savvy Advisors Inc
New York
|
+$2.79M |
| 5 |
AssetMark Inc
Concord,
California
|
+$2.55M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$18.4M |
| 2 |
PRRFG
Paul R. Ried Financial Group
Bellevue,
Washington
|
-$5.04M |
| 3 |
FCM
FirstWave Capital Management
Miami,
Florida
|
-$1.36M |
| 4 |
FA
Fortis Advisors
Wayne,
Pennsylvania
|
-$848K |
| 5 |
TWM
Triton Wealth Management
Sun City,
Arizona
|
-$613K |
SETM Hedge Fund Activity: Q1 2026 in Review
96 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Sprott Energy Transition Materials ETF (SETM) for Q1 2026, worth a combined $165M — up 45% from $114M a quarter earlier.
Buyers outnumbered sellers: 43 funds opened new SETM positions and 7 closed out — a net gain of 36 holders — while 33 added to existing stakes and 12 trimmed.
The largest buyer was Jane Street, adding an estimated $18.5M. The largest seller was Thrivent Financial for Lutherans, cutting an estimated $18.4M.
- 96 institutional investors held Sprott Energy Transition Materials ETF (SETM) as of Q1 2026, up from 60 in Q4 2025.
- Funds reported $165M of Sprott Energy Transition Materials ETF stock for Q1 2026, up 45% quarter-over-quarter.
- 43 funds opened new Sprott Energy Transition Materials ETF positions in Q1 2026 and 7 closed out, a net change of +36 holders.
- The largest Sprott Energy Transition Materials ETF buyer in Q1 2026 was Jane Street, an estimated $18.5M added.
- The largest Sprott Energy Transition Materials ETF seller in Q1 2026 was Thrivent Financial for Lutherans, an estimated $18.4M sold.
Based on aggregated 13F filings for Q1 2026.