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Global X Uranium ETF

314 hedge funds and large institutions have $1.42B invested in Global X Uranium ETF in 2024 Q1 according to their latest regulatory filings, with 74 funds opening new positions, 125 increasing their positions, 68 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

84% more repeat investments, than reductions

Existing positions increased: 125 | Existing positions reduced: 68

51% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 49

40% more call options, than puts

Call options by funds: $130M | Put options by funds: $93.2M

18% more capital invested

Capital invested by funds: $1.21B → $1.42B (+$216M)

7% more funds holding

Funds holding: 293314 (+21)

1.78% less ownership

Funds ownership: 50.32%48.54% (-1.8%)

27% less funds holding in top 10

Funds holding in top 10: 118 (-3)

Holders
314
Holders Change
+21
Holders Change %
+7.17%
% of All Funds
4.52%
Holding in Top 10
8
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-27.27%
% of All Funds
0.12%
New
74
Increased
125
Reduced
68
Closed
49
Calls
$130M
Puts
$93.2M
Net Calls
+$36.9M
Net Calls Change
+$721K
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
226
Carson Wealth (CWM LLC)
Nebraska
$178K +$158K +5,449 +750%
RTL
227
Red Tortoise LLC
Georgia
$175K +$175K +6,060 New
Bank Julius Baer & Co
228
Bank Julius Baer & Co
Switzerland
$172K +$106K +3,669 +162%
EDRH
229
Edmond de Rothschild Holding
Switzerland
$150K
CP
230
Castleview Partners
Texas
$140K +$137K +4,743 +3,794%
CIBC Private Wealth Group
231
CIBC Private Wealth Group
Georgia
$132K +$127K +4,394 New
TCOV
232
Trust Company of Vermont
Vermont
$115K
VCM
233
Versant Capital Management
Arizona
$112K +$6.13K +212 +6%
BTI
234
Blue Trust Inc
Georgia
$102K -$6.74K -233 -6%
JEST
235
JTC Employer Solutions Trustee
Jersey
$95K
GRP
236
Global Retirement Partners
California
$79.9K -$800K -27,639 -91%
NL
237
NKCFO LLC
Illinois
$78K
Fidelity Investments
238
Fidelity Investments
Massachusetts
$71.8K +$45.2K +1,561 +168%
USGIU
239
U.S. Global Investors (USGI)
Texas
$69.2K +$37.6K +1,300 +118%
NA
240
NewEdge Advisors
Louisiana
$67.2K -$370K -12,779 -85%
BWP
241
Baldwin Wealth Partners
Massachusetts
$66.7K +$67K +2,315 New
NSIM
242
North Star Investment Management
Illinois
$66.7K +$1.79K +62 +3%
CIAS
243
Capital Investment Advisory Services
North Carolina
$66.7K -$994K -34,357 -94%
GAG
244
Goodman Advisory Group
Massachusetts
$63.8K
MRC
245
Millburn Ridgefield Corp
New York
$63K +$63.2K +2,184 New
TCG
246
Transcendent Capital Group
Oklahoma
$57.7K
HPC
247
HM Payson & Co
Maine
$57.1K
PTC
248
Private Trust Company
Ohio
$55.6K -$12.9K -445 -19%
HI
249
Harbour Investments
Wisconsin
$51K +$1.71K +59 +3%
CT
250
Cambridge Trust
Massachusetts
$50.5K +$50.6K +1,750 New

URA Hedge Fund Activity: Q1 2024 in Review

314 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Global X Uranium ETF (URA) for Q1 2024, worth a combined $1.42B — up 18% from $1.21B a quarter earlier.

Buyers outnumbered sellers: 74 funds opened new URA positions and 49 closed out — a net gain of 25 holders — while 125 added to existing stakes and 68 trimmed.

The largest buyer was Phoenix Financial, opening a new position worth an estimated $84.1M. The largest seller was Morgan Stanley, cutting an estimated $41.5M.

  • 314 institutional investors held Global X Uranium ETF (URA) as of Q1 2024, up from 293 in Q4 2023.
  • Funds reported $1.42B of Global X Uranium ETF stock for Q1 2024, up 18% quarter-over-quarter.
  • 74 funds opened new Global X Uranium ETF positions in Q1 2024 and 49 closed out, a net change of +25 holders.
  • The largest Global X Uranium ETF buyer in Q1 2024 was Phoenix Financial, an estimated $84.1M added.
  • The largest Global X Uranium ETF seller in Q1 2024 was Morgan Stanley, an estimated $41.5M sold.

Based on aggregated 13F filings for Q1 2024.