Strategas Global Policy Opportunities ETF
SAGP
8 hedge funds and large institutions have $9.44M invested in Strategas Global Policy Opportunities ETF in 2022 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 2 increasing their positions, 2 reducing their positions, and 1 closing their positions.
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
14% more funds holding
Funds holding: 7 → 8 (+1)
0% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 2
20% less capital invested
Capital invested by funds: $11.8M → $9.44M (-$2.35M)
31.35% less ownership
Funds ownership: 78.46% → 47.11% (-31%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$1.69M |
| 2 |
TSWM
Triangle Securities Wealth Management
Raleigh,
North Carolina
|
+$919K |
| 3 |
JIP
Jaffetilchin Investment Partners
Tampa,
Florida
|
+$269K |
| 4 |
CA
Cambridge Advisors
Omaha,
Nebraska
|
+$7.28K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Baird Financial Group
Milwaukee,
Wisconsin
|
-$5.92M |
| 2 |
Jane Street
New York
|
-$675K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$482 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Envestnet Asset Management
Chicago,
Illinois
| $5.58M | +$1.69M | +73,805 | +45% |
|
|
2
Baird Financial Group
Milwaukee,
Wisconsin
| $2.13M | -$5.92M | -257,941 | -74% |
|
|
TSWM
3
Triangle Securities Wealth Management
Raleigh,
North Carolina
| $943K | +$919K | +40,009 | New |
|
|
CA
4
Cambridge Advisors
Omaha,
Nebraska
| $489K | +$7.28K | +317 | +2% |
|
|
JIP
5
Jaffetilchin Investment Partners
Tampa,
Florida
| $276K | +$269K | +11,707 | New |
|
|
AA
6
Ancora Advisors
Cleveland,
Ohio
| $22K | – | – | – |
|
|
PA
7
Parallel Advisors
San Francisco,
California
| $2.36K | – | – | – |
|
|
8
UBS Group
Zurich,
Switzerland
| $1.3K | -$482 | -21 | -28% |
|
|
9
Jane Street
New York
| – | -$675K | -32,347 | Closed |
|
SAGP Hedge Fund Activity: Q4 2022 in Review
8 of the 6,224 institutional investors tracked by Wall St. Rank reported a position in Strategas Global Policy Opportunities ETF (SAGP) for Q4 2022, worth a combined $9.44M — down 20% from $11.8M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new SAGP positions and 1 closed out — a net gain of 1 holder — while 2 added to existing stakes and 2 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $1.69M. The largest seller was Baird Financial Group, cutting an estimated $5.92M.
- 8 institutional investors held Strategas Global Policy Opportunities ETF (SAGP) as of Q4 2022, up from 7 in Q3 2022.
- Funds reported $9.44M of Strategas Global Policy Opportunities ETF stock for Q4 2022, down 20% quarter-over-quarter.
- 2 funds opened new Strategas Global Policy Opportunities ETF positions in Q4 2022 and 1 closed out, a net change of +1 holder.
- The largest Strategas Global Policy Opportunities ETF buyer in Q4 2022 was Envestnet Asset Management, an estimated $1.69M added.
- The largest Strategas Global Policy Opportunities ETF seller in Q4 2022 was Baird Financial Group, an estimated $5.92M sold.
Based on aggregated 13F filings for Q4 2022.