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Strategas Global Policy Opportunities ETF

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.

New
Increased
Maintained
Reduced
Closed
Holders
12
Holders Change
+3
Holders Change %
+33.33%
% of All Funds
0.18%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
5
Reduced
1
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Baird Financial Group
1
Baird Financial Group
Wisconsin
$14.6M +$2.09M +80,418 +17%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$8.61M -$3.78M -145,620 -31%
TSWM
3
Triangle Securities Wealth Management
North Carolina
$2.08M +$38.7K +1,489 +2%
Jane Street
4
Jane Street
New York
$1.15M +$752K +28,941 +188%
CA
5
Cambridge Advisors
Nebraska
$577K
FT
6
Fiduciary Trust
Massachusetts
$349K
JIP
7
Jaffetilchin Investment Partners
Florida
$340K +$42.5K +1,634 +14%
ACS
8
Archford Capital Strategies
Illinois
$228K +$228K +8,771 New
Morgan Stanley
9
Morgan Stanley
New York
$74.2K +$74.2K +2,854 New
Bank of Montreal
10
Bank of Montreal
Ontario, Canada
$35.5K +$35.5K +1,350 New
UBS Group
11
UBS Group
Switzerland
$28.4K +$23.6K +908 +493%
GI
12
GAMMA Investing
California
$5.6K +$5.6K +217 New
Citadel Advisors
13
Citadel Advisors
Florida
-$500K -21,165 Closed