Sprott Gold Miners ETF
SGDM
56 hedge funds and large institutions have $55.3M invested in Sprott Gold Miners ETF in 2023 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 8 increasing their positions, 27 reducing their positions, and 8 closing their positions.
3.21% less ownership
Funds ownership: 29.17% → 25.96% (-3.2%)
8% less funds holding
Funds holding: 61 → 56 (-5)
24% less capital invested
Capital invested by funds: $72.4M → $55.3M (-$17.1M)
63% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 8
70% less repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 27
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
+$193K |
| 2 |
Morgan Stanley
New York
|
+$152K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$117K |
| 4 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$98.5K |
| 5 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
+$77.2K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$4.3M |
| 2 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$2.52M |
| 3 |
LPL Financial
San Diego,
California
|
-$541K |
| 4 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
-$491K |
| 5 |
CWA
Capital Wealth Alliance
Scottsdale,
Arizona
|
-$384K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
VCM
51
Versant Capital Management
Phoenix,
Arizona
| $2.72K | – | – | – |
|
|
AF
52
Allworth Financial
Folsom,
California
| $2.63K | – | – | – |
|
|
HIA
53
Harbor Investment Advisory
Lutherville,
Maryland
| $2.29K | – | – | – |
|
|
PA
54
Parallel Advisors
San Francisco,
California
| $2.01K | – | – | – |
|
|
TH
55
TCTC Holdings
Dallas,
Texas
| $915 | – | – | – |
|
|
56
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$2.52M | -97,467 | Closed |
|
|
CWA
57
Capital Wealth Alliance
Scottsdale,
Arizona
| – | -$384K | -14,825 | Closed |
|
|
BIA
58
Barry Investment Advisors
New Bedford,
Massachusetts
| – | -$276K | -10,647 | Closed |
|
59
Citadel Advisors
Miami,
Florida
| – | -$235K | -9,069 | Closed |
|
|
FWA
60
Freedom Wealth Alliance
Brookfield,
Wisconsin
| – | -$216K | -7,879 | Closed |
|
|
OP
61
ORG Partners
Roanoke,
Indiana
| – | -$60.2K | -2,300 | Closed |
|
|
IGWM
62
ICA Group Wealth Management
Denver,
Colorado
| – | -$8.69K | -336 | Closed |
|
|
WP
63
WealthPLAN Partners
Omaha,
Nebraska
| – | -$3.73K | -144 | Closed |
|
SGDM Hedge Fund Activity: Q3 2023 in Review
56 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Sprott Gold Miners ETF (SGDM) for Q3 2023, worth a combined $55.3M — down 24% from $72.4M a quarter earlier.
Sellers outnumbered buyers: 8 funds closed out of SGDM and 3 opened new positions — a net loss of 5 holders — while 27 trimmed existing stakes and 8 added.
The largest buyer was Stratos Wealth Partners, adding an estimated $193K. The largest seller was Jane Street, cutting an estimated $4.3M.
- 56 institutional investors held Sprott Gold Miners ETF (SGDM) as of Q3 2023, down from 61 in Q2 2023.
- Funds reported $55.3M of Sprott Gold Miners ETF stock for Q3 2023, down 24% quarter-over-quarter.
- 3 funds opened new Sprott Gold Miners ETF positions in Q3 2023 and 8 closed out, a net change of -5 holders.
- The largest Sprott Gold Miners ETF buyer in Q3 2023 was Stratos Wealth Partners, an estimated $193K added.
- The largest Sprott Gold Miners ETF seller in Q3 2023 was Jane Street, an estimated $4.3M sold.
Based on aggregated 13F filings for Q3 2023.