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Sprott Gold Miners ETF

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.

New
Increased
Maintained
Reduced
Closed

3.21% less ownership

Funds ownership: 29.17%25.96% (-3.2%)

8% less funds holding

Funds holding: 6156 (-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

Holders
56
Holders Change
-5
Holders Change %
-8.2%
% of All Funds
0.89%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
8
Reduced
27
Closed
8
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
$6.38M +$77.2K +3,072 +1%
CAN
2
Cetera Advisor Networks
California
$5.4M -$491K -19,543 -8%
Morgan Stanley
3
Morgan Stanley
New York
$4.98M +$152K +6,063 +3%
Osaic Holdings
4
Osaic Holdings
Arizona
$4.04M +$117K +4,655 +3%
UBS Group
5
UBS Group
Switzerland
$3.93M -$101K -3,998 -2%
Bank of America
6
Bank of America
North Carolina
$3.88M -$317K -12,624 -7%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$3.37M -$28.4K -1,129 -0.8%
AA
8
Auxano Advisors
Washington
$2.51M -$115K -4,581 -4%
Jane Street
9
Jane Street
New York
$2.45M -$4.3M -171,046 -62%
Wells Fargo
10
Wells Fargo
California
$1.85M -$85.8K -3,411 -4%
LPL Financial
11
LPL Financial
California
$1.21M -$541K -21,521 -29%
CWM
12
Congress Wealth Management
Massachusetts
$1.09M -$14.3K -569 -1%
IFG
13
Independent Financial Group
California
$1.02M -$71.8K -2,857 -6%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$1.01M -$28.3K -1,126 -2%
ECM
15
Evergreen Capital Management
Washington
$981K
BA
16
Bridge Advisory
California
$899K -$6.91K -275 -0.7%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$840K -$19.5K -774 -2%
HA
18
HC Advisors
Georgia
$789K -$35.1K -1,395 -4%
USCWA
19
U.S. Capital Wealth Advisors
Texas
$726K -$37.1K -1,475 -4%
PHS
20
Pekin Hardy Strauss
Illinois
$686K -$116K -4,631 -13%
PAG
21
Private Advisor Group
New Jersey
$583K -$3.34K -133 -0.5%
SWP
22
Stratos Wealth Partners
Ohio
$577K +$193K +7,666 +44%
AL
23
ADE LLC
Maryland
$571K +$12.7K +507 +2%
FDCDDQ
24
Federation des caisses Desjardins du Quebec
Quebec, Canada
$515K -$10.9K -435 -2%
Ameriprise
25
Ameriprise
Minnesota
$506K +$10.5K +419 +2%

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.