Strategas Global Policy Opportunities ETF
SAGP
9 hedge funds and large institutions have $26.5M invested in Strategas Global Policy Opportunities ETF in 2023 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 1 increasing their positions, 6 reducing their positions, and 2 closing their positions.
0% more funds holding
Funds holding: 9 → 9 (0)
0% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 2
0.14% less ownership
Funds ownership: 80.22% → 80.08% (-0.14%)
5% less capital invested
Capital invested by funds: $27.8M → $26.5M (-$1.33M)
83% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$526K |
| 2 |
FT
Fiduciary Trust
Boston,
Massachusetts
|
+$333K |
| 3 |
TSWM
Triangle Securities Wealth Management
Raleigh,
North Carolina
|
+$112K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$376K |
| 2 |
Jane Street
New York
|
-$115K |
| 3 |
Baird Financial Group
Milwaukee,
Wisconsin
|
-$90.3K |
| 4 |
AA
Ancora Advisors
Cleveland,
Ohio
|
-$23.6K |
| 5 |
CA
Cambridge Advisors
Omaha,
Nebraska
|
-$10.4K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Baird Financial Group
Milwaukee,
Wisconsin
| $11.4M | -$90.3K | -3,636 | -0.7% |
|
|
2
Envestnet Asset Management
Chicago,
Illinois
| $11.3M | -$376K | -15,119 | -3% |
|
|
TSWM
3
Triangle Securities Wealth Management
Raleigh,
North Carolina
| $1.85M | +$112K | +4,522 | +6% |
|
|
CA
4
Cambridge Advisors
Omaha,
Nebraska
| $524K | -$10.4K | -420 | -2% |
|
|
5
Citadel Advisors
Miami,
Florida
| $500K | +$526K | +21,165 | New |
|
|
6
Jane Street
New York
| $362K | -$115K | -4,618 | -23% |
|
|
FT
7
Fiduciary Trust
Boston,
Massachusetts
| $317K | +$333K | +13,420 | New |
|
|
JIP
8
Jaffetilchin Investment Partners
Tampa,
Florida
| $271K | -$845 | -34 | -0.3% |
|
9
UBS Group
Zurich,
Switzerland
| $4.34K | -$969 | -39 | -17% |
|
|
AA
10
Ancora Advisors
Cleveland,
Ohio
| – | -$23.6K | -941 | Closed |
|
|
GGI
11
Godsey & Gibb Inc
Richmond,
Virginia
| – | -$5.02K | -200 | Closed |
|
SAGP Hedge Fund Activity: Q3 2023 in Review
9 of the 6,304 institutional investors tracked by Wall St. Rank reported a position in Strategas Global Policy Opportunities ETF (SAGP) for Q3 2023, worth a combined $26.5M — down 4.8% from $27.8M a quarter earlier.
Fund positioning in SAGP was balanced in Q3 2023: 2 funds opened new positions, 2 closed out, 1 added to existing stakes and 6 trimmed.
The largest buyer was Citadel Advisors, opening a new position worth an estimated $526K. The largest seller was Envestnet Asset Management, cutting an estimated $376K.
- 9 institutional investors held Strategas Global Policy Opportunities ETF (SAGP) as of Q3 2023, unchanged from Q2 2023.
- Funds reported $26.5M of Strategas Global Policy Opportunities ETF stock for Q3 2023, down 4.8% quarter-over-quarter.
- 2 funds opened new Strategas Global Policy Opportunities ETF positions in Q3 2023 and 2 closed out, a net change of 0 holders.
- The largest Strategas Global Policy Opportunities ETF buyer in Q3 2023 was Citadel Advisors, an estimated $526K added.
- The largest Strategas Global Policy Opportunities ETF seller in Q3 2023 was Envestnet Asset Management, an estimated $376K sold.
Based on aggregated 13F filings for Q3 2023.