Strategas Global Policy Opportunities ETF
SAGP
12 hedge funds and large institutions have $30.5M invested in Strategas Global Policy Opportunities ETF in 2025 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 4 increasing their positions, 3 reducing their positions, and 1 closing their positions.
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
33% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 3
20% more funds holding
Funds holding: 10 → 12 (+2)
17% more capital invested
Capital invested by funds: $26.1M → $30.5M (+$4.38M)
0.47% less ownership
Funds ownership: 72.16% → 71.69% (-0.47%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Baird Financial Group
Milwaukee,
Wisconsin
|
+$1.62M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$1,000K |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$295K |
| 4 |
TSWM
Triangle Securities Wealth Management
Raleigh,
North Carolina
|
+$43.4K |
| 5 |
CCM
Coldstream Capital Management
Bellevue,
Washington
|
+$32.8K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACS
Archford Capital Strategies
Swansea,
Illinois
|
-$126K |
| 2 |
JIP
Jaffetilchin Investment Partners
Tampa,
Florida
|
-$47.4K |
| 3 |
CA
Cambridge Advisors
Omaha,
Nebraska
|
-$15.9K |
| 4 |
PA
PSI Advisors
Tampa,
Florida
|
-$4.9K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Baird Financial Group
Milwaukee,
Wisconsin
| $14.1M | +$1.62M | +54,260 | +13% |
|
|
2
Envestnet Asset Management
Chicago,
Illinois
| $11.6M | +$1,000K | +33,513 | +10% |
|
|
TSWM
3
Triangle Securities Wealth Management
Raleigh,
North Carolina
| $2.45M | +$43.4K | +1,456 | +2% |
|
|
CA
4
Cambridge Advisors
Omaha,
Nebraska
| $649K | -$15.9K | -534 | -2% |
|
|
ACS
5
Archford Capital Strategies
Swansea,
Illinois
| $534K | -$126K | -4,221 | -19% |
|
|
JIP
6
Jaffetilchin Investment Partners
Tampa,
Florida
| $405K | -$47.4K | -1,588 | -11% |
|
|
FT
7
Fiduciary Trust
Boston,
Massachusetts
| $405K | – | – | – |
|
|
8
Citadel Advisors
Miami,
Florida
| $299K | +$295K | +9,902 | New |
|
|
CCM
9
Coldstream Capital Management
Bellevue,
Washington
| $33.2K | +$32.8K | +1,100 | New |
|
10
UBS Group
Zurich,
Switzerland
| $15.5K | +$15.3K | +513 | New |
|
|
PA
11
Parallel Advisors
San Francisco,
California
| $15.1K | – | – | – |
|
|
GI
12
GAMMA Investing
Foster City,
California
| $11.3K | +$4.74K | +159 | +73% |
|
|
PA
13
PSI Advisors
Tampa,
Florida
| – | -$4.9K | -172 | Closed |
|
SAGP Hedge Fund Activity: Q1 2025 in Review
12 of the 7,464 institutional investors tracked by Wall St. Rank reported a position in Strategas Global Policy Opportunities ETF (SAGP) for Q1 2025, worth a combined $30.5M — up 17% from $26.1M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new SAGP positions and 1 closed out — a net gain of 2 holders — while 4 added to existing stakes and 3 trimmed.
The largest buyer was Baird Financial Group, adding an estimated $1.62M. The largest seller was Archford Capital Strategies, cutting an estimated $126K.
- 12 institutional investors held Strategas Global Policy Opportunities ETF (SAGP) as of Q1 2025, up from 10 in Q4 2024.
- Funds reported $30.5M of Strategas Global Policy Opportunities ETF stock for Q1 2025, up 17% quarter-over-quarter.
- 3 funds opened new Strategas Global Policy Opportunities ETF positions in Q1 2025 and 1 closed out, a net change of +2 holders.
- The largest Strategas Global Policy Opportunities ETF buyer in Q1 2025 was Baird Financial Group, an estimated $1.62M added.
- The largest Strategas Global Policy Opportunities ETF seller in Q1 2025 was Archford Capital Strategies, an estimated $126K sold.
Based on aggregated 13F filings for Q1 2025.