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Sprott Gold Miners ETF

51 hedge funds and large institutions have $54.6M invested in Sprott Gold Miners ETF in 2021 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 22 increasing their positions, 11 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 11

71% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 7

21% more capital invested

Capital invested by funds: $45.1M → $54.6M (+$9.52M)

11% more funds holding

Funds holding: 4651 (+5)

1.86% more ownership

Funds ownership: 21.64%23.5% (+1.9%)

Holders
51
Holders Change
+5
Holders Change %
+10.87%
% of All Funds
0.78%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
22
Reduced
11
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAPTRUST Financial Advisors
1
CAPTRUST Financial Advisors
North Carolina
$4.77M +$20.8K +765 +0.4%
Morgan Stanley
2
Morgan Stanley
New York
$4.33M +$1.75M +64,441 +69%
IWM
3
IHT Wealth Management
Illinois
$4.26M +$958K +35,275 +29%
Wells Fargo
4
Wells Fargo
California
$4.18M -$141K -5,194 -3%
UBS Group
5
UBS Group
Switzerland
$4.12M +$163K +6,006 +4%
Osaic Holdings
6
Osaic Holdings
Arizona
$3.66M +$216K +7,960 +6%
AA
7
Auxano Advisors
Washington
$3.33M -$11.7K -430 -0.4%
PHS
8
Pekin Hardy Strauss
Illinois
$1.73M -$202K -7,430 -11%
LWAC
9
Laurel Wealth Advisors (California)
California
$1.64M +$1.63M +60,067 New
IFG
10
Independent Financial Group
California
$1.56M -$19K -698 -1%
Bank of America
11
Bank of America
North Carolina
$1.54M -$1.15M -42,359 -43%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$1.44M +$222K +8,160 +18%
LPL Financial
13
LPL Financial
California
$1.43M +$102K +3,753 +8%
ECM
14
Evergreen Capital Management
Washington
$1.28M +$45.5K +1,675 +4%
UCFA
15
United Capital Financial Advisors
Texas
$1.25M +$7.63K +281 +0.6%
NA
16
NewEdge Advisors
Louisiana
$1.06M +$1.05M +38,800 New
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$1.04M +$27.7K +1,021 +3%
PAG
18
Private Advisor Group
New Jersey
$1.01M -$307K -11,315 -23%
USCWA
19
U.S. Capital Wealth Advisors
Texas
$998K -$1.98K -73 -0.2%
Citadel Advisors
20
Citadel Advisors
Florida
$968K +$603K +22,192 +168%
AL
21
ADE LLC
Maryland
$795K
WP
22
WealthSource Partners
California
$760K -$37.5K -1,380 -5%
OPOWM
23
One Plus One Wealth Management
Florida
$755K +$750K +27,608 New
FDCDDQ
24
Federation des caisses Desjardins du Quebec
Quebec, Canada
$752K +$109K +4,000 +17%
CAN
25
Cetera Advisor Networks
California
$731K +$204K +7,517 +39%

SGDM Hedge Fund Activity: Q4 2021 in Review

51 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Sprott Gold Miners ETF (SGDM) for Q4 2021, worth a combined $54.6M — up 21% from $45.1M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new SGDM positions and 7 closed out — a net gain of 5 holders — while 22 added to existing stakes and 11 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $1.75M. The largest seller was Jane Street, exiting entirely with an estimated $1.66M sold.

  • 51 institutional investors held Sprott Gold Miners ETF (SGDM) as of Q4 2021, up from 46 in Q3 2021.
  • Funds reported $54.6M of Sprott Gold Miners ETF stock for Q4 2021, up 21% quarter-over-quarter.
  • 12 funds opened new Sprott Gold Miners ETF positions in Q4 2021 and 7 closed out, a net change of +5 holders.
  • The largest Sprott Gold Miners ETF buyer in Q4 2021 was Morgan Stanley, an estimated $1.75M added.
  • The largest Sprott Gold Miners ETF seller in Q4 2021 was Jane Street, an estimated $1.66M sold.

Based on aggregated 13F filings for Q4 2021.