Strategas Global Policy Opportunities ETF
SAGP
8 hedge funds and large institutions have $24.2M invested in Strategas Global Policy Opportunities ETF in 2023 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 5 increasing their positions, 1 reducing their positions, and 1 closing their positions.
400% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 1
156% more capital invested
Capital invested by funds: $9.44M → $24.2M (+$14.7M)
32.02% more ownership
Funds ownership: 47.11% → 79.13% (+32%)
0% more funds holding
Funds holding: 8 → 8 (0)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Baird Financial Group
Milwaukee,
Wisconsin
|
+$8.86M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$4.36M |
| 3 |
TSWM
Triangle Securities Wealth Management
Raleigh,
North Carolina
|
+$596K |
| 4 |
Jane Street
New York
|
+$339K |
| 5 |
JIP
Jaffetilchin Investment Partners
Tampa,
Florida
|
+$102K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PA
Parallel Advisors
San Francisco,
California
|
-$2.36K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$1.21K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Baird Financial Group
Milwaukee,
Wisconsin
| $11.1M | +$8.86M | +364,944 | +405% |
|
|
2
Envestnet Asset Management
Chicago,
Illinois
| $10.2M | +$4.36M | +179,656 | +76% |
|
|
TSWM
3
Triangle Securities Wealth Management
Raleigh,
North Carolina
| $1.58M | +$596K | +24,573 | +61% |
|
|
CA
4
Cambridge Advisors
Omaha,
Nebraska
| $544K | +$37.7K | +1,554 | +7% |
|
|
JIP
5
Jaffetilchin Investment Partners
Tampa,
Florida
| $388K | +$102K | +4,185 | +36% |
|
|
6
Jane Street
New York
| $341K | +$339K | +13,966 | New |
|
|
AA
7
Ancora Advisors
Cleveland,
Ohio
| $23K | – | – | – |
|
|
8
UBS Group
Zurich,
Switzerland
| $122 | -$1.21K | -50 | -91% |
|
|
PA
9
Parallel Advisors
San Francisco,
California
| – | -$2.36K | -100 | Closed |
|
SAGP Hedge Fund Activity: Q1 2023 in Review
8 of the 6,278 institutional investors tracked by Wall St. Rank reported a position in Strategas Global Policy Opportunities ETF (SAGP) for Q1 2023, worth a combined $24.2M — up 156% from $9.44M a quarter earlier.
Fund positioning in SAGP was balanced in Q1 2023: 1 fund opened new positions, 1 closed out, 5 added to existing stakes and 1 trimmed.
The largest buyer was Baird Financial Group, adding an estimated $8.86M. The largest seller was Parallel Advisors, exiting entirely with an estimated $2.36K sold.
- 8 institutional investors held Strategas Global Policy Opportunities ETF (SAGP) as of Q1 2023, unchanged from Q4 2022.
- Funds reported $24.2M of Strategas Global Policy Opportunities ETF stock for Q1 2023, up 156% quarter-over-quarter.
- 1 fund opened new Strategas Global Policy Opportunities ETF positions in Q1 2023 and 1 closed out, a net change of 0 holders.
- The largest Strategas Global Policy Opportunities ETF buyer in Q1 2023 was Baird Financial Group, an estimated $8.86M added.
- The largest Strategas Global Policy Opportunities ETF seller in Q1 2023 was Parallel Advisors, an estimated $2.36K sold.
Based on aggregated 13F filings for Q1 2023.