Sprott Energy Transition Materials ETF
SETM
109 hedge funds and large institutions have $247M invested in Sprott Energy Transition Materials ETF in 2026 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 50 increasing their positions, 12 reducing their positions, and 15 closing their positions.
317% more repeat investments, than reductions
Existing positions increased: 50 | Existing positions reduced: 12
107% more first-time investments, than exits
New positions opened: 31 | Existing positions closed: 15
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
49% more capital invested
Capital invested by funds: $165M → $247M (+$81.4M)
12% more funds holding
Funds holding: 97 → 109 (+12)
11.12% more ownership
Funds ownership: 31.65% → 42.77% (+11%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Treasurer of the State of North Carolina
Raleigh,
North Carolina
|
+$22.8M |
| 2 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$18.3M |
| 3 |
PWM
Perigon Wealth Management
San Francisco,
California
|
+$16.3M |
| 4 |
AI
Atria Investments
Charlotte,
North Carolina
|
+$15.8M |
| 5 |
Sumitomo Mitsui Trust Group
Minato-Ku, Tokyo,
Japan
|
+$9.45M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$6.89M |
| 2 |
PRRFG
Paul R. Ried Financial Group
Bellevue,
Washington
|
-$2.83M |
| 3 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$2.59M |
| 4 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$1.01M |
| 5 |
PA
PFG Advisors
Phoenix,
Arizona
|
-$936K |
SETM Hedge Fund Activity: Q2 2026 in Review
109 of the 8,349 institutional investors tracked by Wall St. Rank reported a position in Sprott Energy Transition Materials ETF (SETM) for Q2 2026, worth a combined $247M — up 49% from $165M a quarter earlier.
Buyers outnumbered sellers: 31 funds opened new SETM positions and 15 closed out — a net gain of 16 holders — while 50 added to existing stakes and 12 trimmed.
The largest buyer was Treasurer of the State of North Carolina, opening a new position worth an estimated $22.8M. The largest seller was Jane Street, cutting an estimated $6.89M.
- 109 institutional investors held Sprott Energy Transition Materials ETF (SETM) as of Q2 2026, up from 97 in Q1 2026.
- Funds reported $247M of Sprott Energy Transition Materials ETF stock for Q2 2026, up 49% quarter-over-quarter.
- 31 funds opened new Sprott Energy Transition Materials ETF positions in Q2 2026 and 15 closed out, a net change of +16 holders.
- The largest Sprott Energy Transition Materials ETF buyer in Q2 2026 was Treasurer of the State of North Carolina, an estimated $22.8M added.
- The largest Sprott Energy Transition Materials ETF seller in Q2 2026 was Jane Street, an estimated $6.89M sold.
Based on aggregated 13F filings for Q2 2026.