Strategas Global Policy Opportunities ETF
SAGP
10 hedge funds and large institutions have $26.1M invested in Strategas Global Policy Opportunities ETF in 2024 Q4 according to their latest regulatory filings, with 0 funds opening new positions, 3 increasing their positions, 3 reducing their positions, and 4 closing their positions.
0% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 3
0.93% less ownership
Funds ownership: 73.09% → 72.16% (-0.93%)
6% less capital invested
Capital invested by funds: $27.9M → $26.1M (-$1.8M)
29% less funds holding
Funds holding: 14 → 10 (-4)
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$426K |
| 2 |
ACS
Archford Capital Strategies
Swansea,
Illinois
|
+$62.3K |
| 3 |
TSWM
Triangle Securities Wealth Management
Raleigh,
North Carolina
|
+$600 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$371K |
| 2 |
Jane Street
New York
|
-$274K |
| 3 |
Baird Financial Group
Milwaukee,
Wisconsin
|
-$105K |
| 4 |
JIP
Jaffetilchin Investment Partners
Tampa,
Florida
|
-$52.7K |
| 5 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$40.5K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Baird Financial Group
Milwaukee,
Wisconsin
| $11.8M | -$105K | -3,496 | -0.8% |
|
|
2
Envestnet Asset Management
Chicago,
Illinois
| $9.98M | +$426K | +14,223 | +4% |
|
|
TSWM
3
Triangle Securities Wealth Management
Raleigh,
North Carolina
| $2.27M | +$600 | +20 | +0% |
|
|
CA
4
Cambridge Advisors
Omaha,
Nebraska
| $628K | – | – | – |
|
|
ACS
5
Archford Capital Strategies
Swansea,
Illinois
| $624K | +$62.3K | +2,077 | +10% |
|
|
JIP
6
Jaffetilchin Investment Partners
Tampa,
Florida
| $428K | -$52.7K | -1,758 | -10% |
|
|
FT
7
Fiduciary Trust
Boston,
Massachusetts
| $382K | – | – | – |
|
|
PA
8
Parallel Advisors
San Francisco,
California
| $14.2K | – | – | – |
|
|
GI
9
GAMMA Investing
Foster City,
California
| $6.18K | – | – | – |
|
|
PA
10
PSI Advisors
Tampa,
Florida
| $4.9K | -$1.59K | -53 | -24% |
|
|
11
Bank of America
Charlotte,
North Carolina
| – | -$371K | -12,336 | Closed |
|
|
12
Jane Street
New York
| – | -$274K | -9,116 | Closed |
|
|
13
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$40.5K | -1,350 | Closed |
|
14
UBS Group
Zurich,
Switzerland
| – | -$120 | -4 | Closed |
|
SAGP Hedge Fund Activity: Q4 2024 in Review
10 of the 7,599 institutional investors tracked by Wall St. Rank reported a position in Strategas Global Policy Opportunities ETF (SAGP) for Q4 2024, worth a combined $26.1M — down 6.5% from $27.9M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of SAGP and 0 opened new positions — a net loss of 4 holders — while 3 trimmed existing stakes and 3 added.
The largest buyer was Envestnet Asset Management, adding an estimated $426K. The largest seller was Bank of America, exiting entirely with an estimated $371K sold.
- 10 institutional investors held Strategas Global Policy Opportunities ETF (SAGP) as of Q4 2024, down from 14 in Q3 2024.
- Funds reported $26.1M of Strategas Global Policy Opportunities ETF stock for Q4 2024, down 6.5% quarter-over-quarter.
- 0 funds opened new Strategas Global Policy Opportunities ETF positions in Q4 2024 and 4 closed out, a net change of -4 holders.
- The largest Strategas Global Policy Opportunities ETF buyer in Q4 2024 was Envestnet Asset Management, an estimated $426K added.
- The largest Strategas Global Policy Opportunities ETF seller in Q4 2024 was Bank of America, an estimated $371K sold.
Based on aggregated 13F filings for Q4 2024.