Strategas Global Policy Opportunities ETF
SAGP
11 hedge funds and large institutions have $27.5M invested in Strategas Global Policy Opportunities ETF in 2024 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 3 increasing their positions, 5 reducing their positions, and 2 closing their positions.
2% less capital invested
Capital invested by funds: $28.1M → $27.5M (-$560K)
7.32% less ownership
Funds ownership: 80.67% → 73.35% (-7.3%)
8% less funds holding
Funds holding: 12 → 11 (-1)
40% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 5
50% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JIP
Jaffetilchin Investment Partners
Tampa,
Florida
|
+$60.3K |
| 2 |
PA
Parallel Advisors
San Francisco,
California
|
+$13.2K |
| 3 |
TSWM
Triangle Securities Wealth Management
Raleigh,
North Carolina
|
+$13K |
| 4 |
ACS
Archford Capital Strategies
Swansea,
Illinois
|
+$1.53K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$1.15M |
| 2 |
Baird Financial Group
Milwaukee,
Wisconsin
|
-$989K |
| 3 |
Morgan Stanley
New York
|
-$37.7K |
| 4 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$35.5K |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$29.3K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Baird Financial Group
Milwaukee,
Wisconsin
| $14.5M | -$989K | -37,446 | -7% |
|
|
2
Envestnet Asset Management
Chicago,
Illinois
| $9.11M | -$29.3K | -1,108 | -0.3% |
|
|
TSWM
3
Triangle Securities Wealth Management
Raleigh,
North Carolina
| $2.22M | +$13K | +492 | +0.6% |
|
|
CA
4
Cambridge Advisors
Omaha,
Nebraska
| $608K | -$4.54K | -172 | -0.8% |
|
|
JIP
5
Jaffetilchin Investment Partners
Tampa,
Florida
| $425K | +$60.3K | +2,281 | +17% |
|
|
FT
6
Fiduciary Trust
Boston,
Massachusetts
| $370K | – | – | – |
|
|
ACS
7
Archford Capital Strategies
Swansea,
Illinois
| $244K | +$1.53K | +58 | +0.7% |
|
|
8
Morgan Stanley
New York
| $39.4K | -$37.7K | -1,427 | -50% |
|
|
PA
9
Parallel Advisors
San Francisco,
California
| $13.8K | +$13.2K | +500 | New |
|
|
GI
10
GAMMA Investing
Foster City,
California
| $5.99K | – | – | – |
|
11
UBS Group
Zurich,
Switzerland
| $5.24K | -$23.8K | -902 | -83% |
|
|
12
Jane Street
New York
| – | -$1.15M | -44,298 | Closed |
|
|
13
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$35.5K | -1,350 | Closed |
|
SAGP Hedge Fund Activity: Q1 2024 in Review
11 of the 6,947 institutional investors tracked by Wall St. Rank reported a position in Strategas Global Policy Opportunities ETF (SAGP) for Q1 2024, worth a combined $27.5M — down 2% from $28.1M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of SAGP and 1 opened new positions — a net loss of 1 holder — while 5 trimmed existing stakes and 3 added.
The largest buyer was Jaffetilchin Investment Partners, adding an estimated $60.3K. The largest seller was Jane Street, exiting entirely with an estimated $1.15M sold.
- 11 institutional investors held Strategas Global Policy Opportunities ETF (SAGP) as of Q1 2024, down from 12 in Q4 2023.
- Funds reported $27.5M of Strategas Global Policy Opportunities ETF stock for Q1 2024, down 2% quarter-over-quarter.
- 1 fund opened new Strategas Global Policy Opportunities ETF positions in Q1 2024 and 2 closed out, a net change of -1 holder.
- The largest Strategas Global Policy Opportunities ETF buyer in Q1 2024 was Jaffetilchin Investment Partners, an estimated $60.3K added.
- The largest Strategas Global Policy Opportunities ETF seller in Q1 2024 was Jane Street, an estimated $1.15M sold.
Based on aggregated 13F filings for Q1 2024.