Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Sprott ETF Trust (SGDJ)

62 + Investors. Track Smart Money conviction in SGDJ. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -2
Streak
1Q ▼
Buyers last Q
37%

Smart Money Signals — SGDJ

Based on 62 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their SGDJ positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (97% of max)

97% of all-time peak
62 hedge funds hold SGDJ right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +82% more funds vs a year ago

fund count last 6Q
+28 new funds entered over the past year (+82% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🔴

Heavy selling pressure — only 37% buying

22 buying37 selling
Last quarter: 37 funds sold vs only 22 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.
⚠️

Fewer new buyers each quarter (-12 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 6 → 14 → 20 → 8. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
📌

Mixed — 32% long-term, 37% new

■ 32% conviction (2yr+) ■ 31% medium ■ 37% new
Of the 62 current holders: 20 (32%) held >2 years, 19 held 1–2 years, and 23 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.
➡️

Steady discovery — ~8 new funds/quarter

8 → 6 → 14 → 20 → 8 new funds/Q
New funds entering each quarter: 6 → 14 → 20 → 8. Consistent flow of new institutional buyers without clear acceleration or slowdown.
📊

Mixed cohorts — 38% veterans, 49% new entrants

■ 38% veterans ■ 12% 1-2yr ■ 49% new
Of 65 current holders: 25 (38%) held 2+ years, 8 held 1–2 years, 32 (49%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
✅

Strong quality — 35% AUM from major funds

35% from top-100 AUM funds
11 of 61 holders rank in the top 100 by AUM, accounting for 35% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
5.6
out of 10
Moderate Exit Risk
Exit risk score 5.6/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — SGDJ

In 2026 Q1, 22 hedge funds were net buyers of SGDJ (8 opened a new position, 14 added to an existing one), while 37 reduced or exited (27 trimmed, 10 sold completely) — a 37% buyer ratio, indicating net institutional distribution. 35% of total institutional value in SGDJ is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: -2 funds (more exits than new entries). Total institutional holders: 62.

Hedge Fund Ownership: SGDJ

How many hedge funds hold SGDJ — quarterly history vs. share price
Quarterly hedge fund ownership of SGDJ vs. share price

Market Analysis: SGDJ

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: SGDJ

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

4 top-rated funds 0 high-conviction
Consensus
3.0
/ 10
breadth
×
Elite
0.5
/ 10
conviction
Hedge Fund Positioning: SGDJ
2026 Q2 Stats Unlock in 5 days 62 + Investors

Track Smart Money conviction in SGDJ. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 62 64 -3.12%
13F Shares 589K 792K -25.58%
Total Value $48M $67M -27.74%
New Positions 8 20 -12
Increased Positions 14 18 -4
Closed Positions 10 4 +6
Reduced Positions 25 16 +9
Total Calls 2 2 -
Total Puts 2 1 100.0%
PUT/CALL Ratio 1.0 0.5 Neutral

Statistics: SGDJ

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Institutional Holders (2026 Q2)

62 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in SGDJ. Verified SEC 13F-HR filings.

QUARTER:
2026 Q2 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.
Top 25 SGDJ holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 One Plus One Wealth Management, LLC 2.41% 74,092 $5.6M
2 Mh & Associates Securities Management Corp /Adv 0.61% 9,022 $680K
3 Holcombe Financial, Inc. 0.47% 11,048 $833K
4 Stansberry Asset Management, LLC 0.19% 26,895 $2.0M
5 Barometer Capital Management INC. 0.16% 7,500 $566K
6 Triumph Capital Management 0.12% 8,447 $637K
7 Asset One Wealth Management LLC 0.08% 10,395 $783K
8 Sprott INC. 0.08% 33,252 $2.5M
9 Compass Financial Management LLC 0.03% 3,513 $265K
10 Advisory Services Network, LLC 0.03% 29,950 $2.3M
11 D.A. Davidson & CO. 0.01% 33,686 $2.5M
12 Brookstone Capital Management 0.01% 14,435 $1.1M
13 Nicolet Bankshares Inc 0.01% 2,655 $215K
14 Cape Investment Advisory, Inc. 0.01% 255 $19K
15 Fiduciary Trust Co 0.00% 5,376 $405K
16 Financial Consulate, Inc 0.00% 423 $32K
17 Private Advisor Group, LLC 0.00% 9,955 $751K
18 Summit Financial, LLC 0.00% 3,106 $234K
19 Wealthfront Advisers LLC 0.00% 13,907 $1.0M
20 DAVENPORT & Co LLC 0.00% 4,000 $302K
21 Cetera Investment Advisers 0.00% 14,688 $1.1M
22 AdvisorNet Financial, Inc 0.00% 280 $21K
23 NewEdge Advisors, LLC 0.00% 3,625 $273K
24 EverSource Wealth Advisors, LLC 0.00% 300 $23K
25 TD Waterhouse Canada Inc. 0.00% 3,466 $258K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Sprott ETF Trust (SGDJ)

What does the Smart Money Trend signal show for SGDJ?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their SGDJ positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for SGDJ?

Heavy selling pressure — only 37% buying: Last quarter: 37 funds sold vs only 22 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.

What is the fund quality score for SGDJ holders?

Strong quality — 35% AUM from major funds: 11 of 61 holders rank in the top 100 by AUM, accounting for 35% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held SGDJ?

Mixed — 32% long-term, 37% new: Of the 62 current holders: 20 (32%) held >2 years, 19 held 1–2 years, and 23 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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