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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.

New
Increased
Maintained
Reduced
Closed

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

Holders
5
Holders Change
+2
Holders Change %
+66.67%
% of All Funds
0.07%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
1
Reduced
1
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Baird Financial Group
Baird Financial Group
Wisconsin
+$2.38M
2
HighTower Advisors
HighTower Advisors
Illinois
+$533K
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$459K
4
HH
Hilltop Holdings
Texas
+$238K

Top Sellers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
-$2.67K
2
PA
PSI Advisors
Florida
-$1.23K

SAMM Hedge Fund Activity: Q4 2024 in Review

5 of the 7,612 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.