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Strategas Macro Momentum ETF
SAMM

Overview Fund Activity

6 hedge funds and large institutions have $9.54M invested in Strategas Macro Momentum ETF in 2025 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 1 increasing their positions, 3 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
6
Holders Change
–
Holders Change %
0%
% of All Funds
0.08%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
1
Reduced
3
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HighTower Advisors
HighTower Advisors
Illinois
$694K
2
UBS Group
UBS Group
Switzerland
$9.88K

Top Sellers

1
Baird Financial Group
Baird Financial Group
Wisconsin
$6.25M
2
JIP
Jaffetilchin Investment Partners
Florida
$1.37M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$984K
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Baird Financial Group
1
Baird Financial Group
Wisconsin
$6.25M -$3.13M -113,206 -33%
JIP
2
Jaffetilchin Investment Partners
Florida
$1.37M -$181K -6,531 -12%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$984K -$3.02K -109 -0.3%
HighTower Advisors
4
HighTower Advisors
Illinois
$694K +$129K +4,666 +23%
HH
5
Hilltop Holdings
Texas
$235K – – –
UBS Group
6
UBS Group
Switzerland
$9.88K +$9.88K +357 New
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
– -$2K -86 Closed