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Sprott Gold Miners ETF

63 hedge funds and large institutions have $66.4M invested in Sprott Gold Miners ETF in 2023 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 17 increasing their positions, 24 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 3

20% more capital invested

Capital invested by funds: $55.3M → $66.4M (+$11.2M)

13% more funds holding

Funds holding: 5663 (+7)

2.7% more ownership

Funds ownership: 25.96%28.66% (+2.7%)

29% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 24

Holders
63
Holders Change
+7
Holders Change %
+12.5%
% of All Funds
0.92%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
17
Reduced
24
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PAG
26
Private Advisor Group
New Jersey
$533K -$100K -4,161 -16%
WP
27
WealthSource Partners
California
$496K +$6.47K +268 +1%
RJFSA
28
Raymond James Financial Services Advisors
Florida
$476K -$3.1M -128,366 -87%
BA
29
Bridge Advisory
California
$467K -$498K -20,643 -52%
KA
30
Kovack Advisors
Florida
$462K
SI
31
Sprott Inc
Ontario, Canada
$373K -$6.52K -270 -2%
WAP
32
Wealthcare Advisory Partners
Pennsylvania
$367K -$106K -4,410 -23%
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$362K +$49.2K +2,038 +16%
CCB
34
Cutter & Co Brokerage
Missouri
$303K -$21K -869 -7%
SC
35
Scotia Capital
Ontario, Canada
$291K
PI
36
PFG Investments
New York
$268K -$217 -9 -0.1%
OIA
37
Optimum Investment Advisors
Illinois
$217K +$15.7K +650 +8%
CAM
38
Creekmur Asset Management
Illinois
$215K +$207K +8,593 New
National Bank of Canada
39
National Bank of Canada
Quebec, Canada
$158K -$1.71K -71 -1%
GWM
40
Geneos Wealth Management
Colorado
$142K +$12.8K +530 +10%
JP Morgan Chase
41
JP Morgan Chase
New York
$62.5K
OP
42
ORG Partners
Indiana
$57.5K +$55.5K +2,300 New
Comerica Bank
43
Comerica Bank
Texas
$51.9K
ASN
44
Advisory Services Network
Georgia
$45K -$282K -11,680 -87%
CPG
45
Custom Portfolio Group
Colorado
$43.8K +$42.9K +1,777 New
Bank of Montreal
46
Bank of Montreal
Ontario, Canada
$40.1K -$57.2K -2,368 -60%
MIM
47
Macroview Investment Management
Maryland
$33.1K
TWM
48
Tradition Wealth Management
Minnesota
$33K +$410 +17 +1%
Carson Wealth (CWM LLC)
49
Carson Wealth (CWM LLC)
Nebraska
$27K +$217 +9 +0.8%
SFFS
50
Stonehage Fleming Financial Services
Jersey
$16.1K

SGDM Hedge Fund Activity: Q4 2023 in Review

63 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Sprott Gold Miners ETF (SGDM) for Q4 2023, worth a combined $66.4M — up 20% from $55.3M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new SGDM positions and 3 closed out — a net gain of 7 holders — while 17 added to existing stakes and 24 trimmed.

The largest buyer was Jane Street, adding an estimated $4.75M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $3.1M.

  • 63 institutional investors held Sprott Gold Miners ETF (SGDM) as of Q4 2023, up from 56 in Q3 2023.
  • Funds reported $66.4M of Sprott Gold Miners ETF stock for Q4 2023, up 20% quarter-over-quarter.
  • 10 funds opened new Sprott Gold Miners ETF positions in Q4 2023 and 3 closed out, a net change of +7 holders.
  • The largest Sprott Gold Miners ETF buyer in Q4 2023 was Jane Street, an estimated $4.75M added.
  • The largest Sprott Gold Miners ETF seller in Q4 2023 was Raymond James Financial Services Advisors, an estimated $3.1M sold.

Based on aggregated 13F filings for Q4 2023.