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Sprott Gold Miners ETF
SGDM

68 hedge funds and large institutions have $63.4M invested in Sprott Gold Miners ETF in 2024 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 14 increasing their positions, 20 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 4

8% more funds holding

Funds holding: 63 → 68 (+5)

4.33% less ownership

Funds ownership: 30.28% → 25.95% (-4.3%)

8% less capital invested

Capital invested by funds: $69.2M → $63.4M (-$5.73M)

30% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 20

Holders
68
Holders Change
+5
Holders Change %
+7.94%
% of All Funds
0.98%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
14
Reduced
20
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CWM
Congress Wealth Management
Massachusetts
+$1.25M
2
Morgan Stanley
Morgan Stanley
New York
+$662K
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$571K
4
OIA
OneDigital Investment Advisors
Kansas
+$535K
5
LPL Financial
LPL Financial
California
+$521K

Top Sellers

Rank Fund Capital Flow
1
Osaic Holdings
Osaic Holdings
Arizona
-$3.02M
2
Jane Street
Jane Street
New York
-$2.07M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$1.75M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$542K
5
Bank of America
Bank of America
North Carolina
-$399K
Name Holding Trade Value Shares
Change 		Change in
Stake
AF
51
Advisornet Financial
Minnesota
$9.6K – – –
MG
52
Mather Group
Illinois
$9.11K +$9.71K +360 New
CA
53
CoreCap Advisors
Michigan
$9.09K – – –
NFSG
54
Newbridge Financial Services Group
Florida
$8K – – –
WBC
55
West Branch Capital
Massachusetts
$7.03K – – –
Simplex Trading
56
Simplex Trading
Illinois
$7K +$7.28K +270 New
GWP
57
Gen-Wealth Partners
Michigan
$5.33K – – –
PFBT
58
Parkside Financial Bank & Trust
Missouri
$4.96K – – –
Northwestern Mutual Wealth Management
59
Northwestern Mutual Wealth Management
Wisconsin
$4.69K – – –
AWM
60
Avior Wealth Management
Nebraska
$4.32K – – –
GWSG
61
GPS Wealth Strategies Group
Colorado
$4.08K – – –
AF
62
Allworth Financial
California
$3.36K – – –
HIA
63
Harbor Investment Advisory
Maryland
$2.67K – – –
VCM
64
Versant Capital Management
Arizona
$2.37K -$350 -13 -13%
TH
65
TCTC Holdings
Texas
$1.07K – – –
BC
66
Broadwater Capital
Massachusetts
$560 – – –
WOC
67
West Oak Capital
California
$529 – – –
IAIM
68
International Assets Investment Management
Florida
$53 +$54 +2 New
Bank of Montreal
69
Bank of Montreal
Ontario, Canada
– -$1.75M -68,852 Closed
Cambridge Investment Research Advisors
70
Cambridge Investment Research Advisors
Iowa
– -$336K -13,243 Closed
WWP
71
WR Wealth Planners
Missouri
– -$13.9K -547 Closed
IGWM
72
ICA Group Wealth Management
Colorado
– -$8.52K -336 Closed
1 2
3

SGDM Hedge Fund Activity: Q2 2024 in Review

68 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Sprott Gold Miners ETF (SGDM) for Q2 2024, worth a combined $63.4M — down 8.3% from $69.2M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new SGDM positions and 4 closed out — a net gain of 6 holders — while 14 added to existing stakes and 20 trimmed.

The largest buyer was Congress Wealth Management, opening a new position worth an estimated $1.25M. The largest seller was Osaic Holdings, cutting an estimated $3.02M.

  • 68 institutional investors held Sprott Gold Miners ETF (SGDM) as of Q2 2024, up from 63 in Q1 2024.
  • Funds reported $63.4M of Sprott Gold Miners ETF stock for Q2 2024, down 8.3% quarter-over-quarter.
  • 10 funds opened new Sprott Gold Miners ETF positions in Q2 2024 and 4 closed out, a net change of +6 holders.
  • The largest Sprott Gold Miners ETF buyer in Q2 2024 was Congress Wealth Management, an estimated $1.25M added.
  • The largest Sprott Gold Miners ETF seller in Q2 2024 was Osaic Holdings, an estimated $3.02M sold.

Based on aggregated 13F filings for Q2 2024.