Strategas Macro Momentum ETF
SAMM
5 hedge funds and large institutions have $10M invested in Strategas Macro Momentum ETF in 2024 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and 1 closing their positions.
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
67% more funds holding
Funds holding: 3 → 5 (+2)
56% more capital invested
Capital invested by funds: $6.44M → $10M (+$3.6M)
5.02% more ownership
Funds ownership: 58.74% → 63.76% (+5%)
0% more repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Baird Financial Group
Milwaukee,
Wisconsin
|
+$2.38M |
| 2 |
HighTower Advisors
Chicago,
Illinois
|
+$533K |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$459K |
| 4 |
HH
Hilltop Holdings
Dallas,
Texas
|
+$238K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$2.67K |
| 2 |
PA
PSI Advisors
Tampa,
Florida
|
-$1.23K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Baird Financial Group
Milwaukee,
Wisconsin
| $8.84M | +$2.38M | +85,157 | +35% |
|
|
2
HighTower Advisors
Chicago,
Illinois
| $517K | +$533K | +19,051 | New |
|
|
3
Envestnet Asset Management
Chicago,
Illinois
| $445K | +$459K | +16,420 | New |
|
|
HH
4
Hilltop Holdings
Dallas,
Texas
| $231K | +$238K | +8,500 | New |
|
|
PA
5
PSI Advisors
Tampa,
Florida
| $3.8K | -$1.23K | -44 | -24% |
|
|
6
UBS Group
Zurich,
Switzerland
| – | -$2.67K | -100 | Closed |
|
SAMM Hedge Fund Activity: Q4 2024 in Review
5 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Strategas Macro Momentum ETF (SAMM) for Q4 2024, worth a combined $10M — up 56% from $6.44M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new SAMM positions and 1 closed out — a net gain of 2 holders — while 1 added to existing stakes and 1 trimmed.
The largest buyer was Baird Financial Group, adding an estimated $2.38M. The largest seller was UBS Group, exiting entirely with an estimated $2.67K sold.
- 5 institutional investors held Strategas Macro Momentum ETF (SAMM) as of Q4 2024, up from 3 in Q3 2024.
- Funds reported $10M of Strategas Macro Momentum ETF stock for Q4 2024, up 56% quarter-over-quarter.
- 3 funds opened new Strategas Macro Momentum ETF positions in Q4 2024 and 1 closed out, a net change of +2 holders.
- The largest Strategas Macro Momentum ETF buyer in Q4 2024 was Baird Financial Group, an estimated $2.38M added.
- The largest Strategas Macro Momentum ETF seller in Q4 2024 was UBS Group, an estimated $2.67K sold.
Based on aggregated 13F filings for Q4 2024.