Strategas Global Policy Opportunities ETF
SAGP
12 hedge funds and large institutions have $28.1M invested in Strategas Global Policy Opportunities ETF in 2023 Q4 according to their latest regulatory filings, with 4 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
300% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 1
33% more funds holding
Funds holding: 9 → 12 (+3)
6% more capital invested
Capital invested by funds: $26.5M → $28.1M (+$1.63M)
0.59% more ownership
Funds ownership: 80.08% → 80.67% (+0.59%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Baird Financial Group
Milwaukee,
Wisconsin
|
+$1.95M |
| 2 |
Jane Street
New York
|
+$702K |
| 3 |
ACS
Archford Capital Strategies
Swansea,
Illinois
|
+$213K |
| 4 |
Morgan Stanley
New York
|
+$69.2K |
| 5 |
JIP
Jaffetilchin Investment Partners
Tampa,
Florida
|
+$39.6K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$3.53M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$500K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Baird Financial Group
Milwaukee,
Wisconsin
| $14.6M | +$1.95M | +80,418 | +17% |
|
|
2
Envestnet Asset Management
Chicago,
Illinois
| $8.61M | -$3.53M | -145,620 | -31% |
|
|
TSWM
3
Triangle Securities Wealth Management
Raleigh,
North Carolina
| $2.08M | +$36.1K | +1,489 | +2% |
|
|
4
Jane Street
New York
| $1.15M | +$702K | +28,941 | +188% |
|
|
CA
5
Cambridge Advisors
Omaha,
Nebraska
| $577K | – | – | – |
|
|
FT
6
Fiduciary Trust
Boston,
Massachusetts
| $349K | – | – | – |
|
|
JIP
7
Jaffetilchin Investment Partners
Tampa,
Florida
| $340K | +$39.6K | +1,634 | +14% |
|
|
ACS
8
Archford Capital Strategies
Swansea,
Illinois
| $228K | +$213K | +8,771 | New |
|
|
9
Morgan Stanley
New York
| $74.2K | +$69.2K | +2,854 | New |
|
10
Bank of Montreal
Toronto,
Ontario, Canada
| $35.5K | +$32.7K | +1,350 | New |
|
11
UBS Group
Zurich,
Switzerland
| $28.4K | +$22K | +908 | +493% |
|
|
GI
12
GAMMA Investing
Foster City,
California
| $5.6K | +$5.26K | +217 | New |
|
|
13
Citadel Advisors
Miami,
Florida
| – | -$500K | -21,165 | Closed |
|
SAGP Hedge Fund Activity: Q4 2023 in Review
12 of the 6,864 institutional investors tracked by Wall St. Rank reported a position in Strategas Global Policy Opportunities ETF (SAGP) for Q4 2023, worth a combined $28.1M — up 6.2% from $26.5M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new SAGP positions and 1 closed out — a net gain of 3 holders — while 5 added to existing stakes and 1 trimmed.
The largest buyer was Baird Financial Group, adding an estimated $1.95M. The largest seller was Envestnet Asset Management, cutting an estimated $3.53M.
- 12 institutional investors held Strategas Global Policy Opportunities ETF (SAGP) as of Q4 2023, up from 9 in Q3 2023.
- Funds reported $28.1M of Strategas Global Policy Opportunities ETF stock for Q4 2023, up 6.2% quarter-over-quarter.
- 4 funds opened new Strategas Global Policy Opportunities ETF positions in Q4 2023 and 1 closed out, a net change of +3 holders.
- The largest Strategas Global Policy Opportunities ETF buyer in Q4 2023 was Baird Financial Group, an estimated $1.95M added.
- The largest Strategas Global Policy Opportunities ETF seller in Q4 2023 was Envestnet Asset Management, an estimated $3.53M sold.
Based on aggregated 13F filings for Q4 2023.