Strategas Global Policy Opportunities ETF
SAGP
9 hedge funds and large institutions have $27.8M invested in Strategas Global Policy Opportunities ETF in 2023 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 6 increasing their positions, 1 reducing their positions, and 0 closing their positions.
500% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 1
15% more capital invested
Capital invested by funds: $24.2M → $27.8M (+$3.63M)
13% more funds holding
Funds holding: 8 → 9 (+1)
1.08% more ownership
Funds ownership: 79.13% → 80.22% (+1.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$1.86M |
| 2 |
Baird Financial Group
Milwaukee,
Wisconsin
|
+$752K |
| 3 |
TSWM
Triangle Securities Wealth Management
Raleigh,
North Carolina
|
+$232K |
| 4 |
Jane Street
New York
|
+$148K |
| 5 |
CA
Cambridge Advisors
Omaha,
Nebraska
|
+$8.74K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JIP
Jaffetilchin Investment Partners
Tampa,
Florida
|
-$108K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Envestnet Asset Management
Chicago,
Illinois
| $12.4M | +$1.86M | +75,477 | +18% |
|
|
2
Baird Financial Group
Milwaukee,
Wisconsin
| $12.2M | +$752K | +30,538 | +7% |
|
|
TSWM
3
Triangle Securities Wealth Management
Raleigh,
North Carolina
| $1.86M | +$232K | +9,431 | +15% |
|
|
CA
4
Cambridge Advisors
Omaha,
Nebraska
| $568K | +$8.74K | +355 | +2% |
|
|
5
Jane Street
New York
| $502K | +$148K | +6,009 | +43% |
|
|
JIP
6
Jaffetilchin Investment Partners
Tampa,
Florida
| $289K | -$108K | -4,392 | -28% |
|
|
AA
7
Ancora Advisors
Cleveland,
Ohio
| $23.6K | – | – | – |
|
8
UBS Group
Zurich,
Switzerland
| $5.6K | +$5.37K | +218 | +4,360% |
|
|
GGI
9
Godsey & Gibb Inc
Richmond,
Virginia
| $5.02K | +$4.93K | +200 | New |
|
SAGP Hedge Fund Activity: Q2 2023 in Review
9 of the 6,372 institutional investors tracked by Wall St. Rank reported a position in Strategas Global Policy Opportunities ETF (SAGP) for Q2 2023, worth a combined $27.8M — up 15% from $24.2M a quarter earlier.
Buyers outnumbered sellers: 1 fund opened new SAGP positions and 0 closed out — a net gain of 1 holder — while 6 added to existing stakes and 1 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $1.86M. The largest seller was Jaffetilchin Investment Partners, cutting an estimated $108K.
- 9 institutional investors held Strategas Global Policy Opportunities ETF (SAGP) as of Q2 2023, up from 8 in Q1 2023.
- Funds reported $27.8M of Strategas Global Policy Opportunities ETF stock for Q2 2023, up 15% quarter-over-quarter.
- 1 fund opened new Strategas Global Policy Opportunities ETF positions in Q2 2023 and 0 closed out, a net change of +1 holder.
- The largest Strategas Global Policy Opportunities ETF buyer in Q2 2023 was Envestnet Asset Management, an estimated $1.86M added.
- The largest Strategas Global Policy Opportunities ETF seller in Q2 2023 was Jaffetilchin Investment Partners, an estimated $108K sold.
Based on aggregated 13F filings for Q2 2023.