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Global X Uranium ETF

293 hedge funds and large institutions have $1.21B invested in Global X Uranium ETF in 2023 Q4 according to their latest regulatory filings, with 83 funds opening new positions, 83 increasing their positions, 78 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

219% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 26

50% more call options, than puts

Call options by funds: $109M | Put options by funds: $72.9M

42% more capital invested

Capital invested by funds: $849M → $1.21B (+$357M)

23% more funds holding

Funds holding: 239293 (+54)

10.03% more ownership

Funds ownership: 40.3%50.32% (+10%)

6% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 78

0% more funds holding in top 10

Funds holding in top 10: 1111 (0)

Holders
293
Holders Change
+54
Holders Change %
+22.59%
% of All Funds
4.27%
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
83
Increased
83
Reduced
78
Closed
26
Calls
$109M
Puts
$72.9M
Net Calls
+$36.2M
Net Calls Change
-$15.6M
Name Holding Trade Value Shares
Change
Change in
Stake
WSCM
101
Wellington Shields Capital Management
New York
$1.08M
GWM
102
Geneos Wealth Management
Colorado
$1.07M -$181K -6,613 -15%
BEI
103
Benjamin Edwards Inc
Missouri
$1.07M +$1.06M +38,652 New
CIAS
104
Capital Investment Advisory Services
North Carolina
$1.02M -$1.5M -54,650 -60%
UWS
105
Unique Wealth Strategies
Illinois
$994K +$985K +35,885 New
Rockefeller Capital Management
106
Rockefeller Capital Management
New York
$990K +$120K +4,384 +14%
PVI
107
Pine Valley Investments
New Jersey
$988K +$562K +20,497 +137%
GRP
108
Global Retirement Partners
California
$950K +$761K +27,750 +1,043%
PWM
109
Perigon Wealth Management
California
$935K +$108K +3,936 +13%
BRWA
110
B. Riley Wealth Advisors
Florida
$923K +$401K +14,632 +87%
Vontobel Holding
111
Vontobel Holding
Switzerland
$892K -$458K -16,687 -34%
PAG
112
Private Advisor Group
New Jersey
$873K -$22.6K -823 -3%
Comerica Bank
113
Comerica Bank
Texas
$868K +$455K +16,600 +113%
CM
114
Columbus Macro
Pennsylvania
$853K +$845K +30,806 New
HIG
115
Herr Investment Group
Texas
$851K +$549K +20,000 +186%
CHM
116
Collaborative Holdings Management
New York
$831K -$329K -12,000 -29%
SWM
117
SeaCrest Wealth Management
New York
$821K +$836K +30,464 New
TF
118
Trek Financial
Arizona
$808K +$801K +29,188 New
Janney Montgomery Scott
119
Janney Montgomery Scott
Pennsylvania
$792K -$1.87M -68,013 -70%
LMKC
120
L.M. Kohn & Company
Ohio
$774K +$496K +18,086 +183%
SM
121
Southport Management
Wyoming
$728K
WP
122
WealthShield Partners
North Carolina
$716K +$202K +7,366 +43%
SC
123
Scotia Capital
Ontario, Canada
$714K +$708K +25,801 New
OL
124
Owen LaRue
Kentucky
$712K +$706K +25,725 New
SWP
125
Stratos Wealth Partners
Ohio
$704K +$698K +25,439 New

URA Hedge Fund Activity: Q4 2023 in Review

293 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Global X Uranium ETF (URA) for Q4 2023, worth a combined $1.21B — up 42% from $849M a quarter earlier.

Buyers outnumbered sellers: 83 funds opened new URA positions and 26 closed out — a net gain of 57 holders — while 83 added to existing stakes and 78 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $175M. The largest seller was Windmill Hill Asset Management, cutting an estimated $18.9M.

  • 293 institutional investors held Global X Uranium ETF (URA) as of Q4 2023, up from 239 in Q3 2023.
  • Funds reported $1.21B of Global X Uranium ETF stock for Q4 2023, up 42% quarter-over-quarter.
  • 83 funds opened new Global X Uranium ETF positions in Q4 2023 and 26 closed out, a net change of +57 holders.
  • The largest Global X Uranium ETF buyer in Q4 2023 was JP Morgan Chase, an estimated $175M added.
  • The largest Global X Uranium ETF seller in Q4 2023 was Windmill Hill Asset Management, an estimated $18.9M sold.

Based on aggregated 13F filings for Q4 2023.