Strategas Macro Momentum ETF
SAMM
6 hedge funds and large institutions have $11.5M invested in Strategas Macro Momentum ETF in 2025 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, 0 reducing their positions, and 1 closing their positions.
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
20% more funds holding
Funds holding: 5 → 6 (+1)
14% more capital invested
Capital invested by funds: $10M → $11.5M (+$1.42M)
10.42% more ownership
Funds ownership: 63.76% → 74.18% (+10%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JIP
Jaffetilchin Investment Partners
Tampa,
Florida
|
+$1.51M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$519K |
| 3 |
Baird Financial Group
Milwaukee,
Wisconsin
|
+$361K |
| 4 |
HighTower Advisors
Chicago,
Illinois
|
+$37.3K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$2.32K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PA
PSI Advisors
Tampa,
Florida
|
-$3.8K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Baird Financial Group
Milwaukee,
Wisconsin
| $8.45M | +$361K | +13,396 | +4% |
|
|
JIP
2
Jaffetilchin Investment Partners
Tampa,
Florida
| $1.4M | +$1.51M | +56,135 | New |
|
|
3
Envestnet Asset Management
Chicago,
Illinois
| $889K | +$519K | +19,249 | +117% |
|
|
4
HighTower Advisors
Chicago,
Illinois
| $509K | +$37.3K | +1,385 | +7% |
|
|
HH
5
Hilltop Holdings
Dallas,
Texas
| $212K | – | – | – |
|
|
6
Royal Bank of Canada
Toronto,
Ontario, Canada
| $2K | +$2.32K | +86 | New |
|
|
PA
7
PSI Advisors
Tampa,
Florida
| – | -$3.8K | -140 | Closed |
|
SAMM Hedge Fund Activity: Q1 2025 in Review
6 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Strategas Macro Momentum ETF (SAMM) for Q1 2025, worth a combined $11.5M — up 14% from $10M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new SAMM positions and 1 closed out — a net gain of 1 holder — while 3 added to existing stakes and 0 trimmed.
The largest buyer was Jaffetilchin Investment Partners, opening a new position worth an estimated $1.51M. The largest seller was PSI Advisors, exiting entirely with an estimated $3.8K sold.
- 6 institutional investors held Strategas Macro Momentum ETF (SAMM) as of Q1 2025, up from 5 in Q4 2024.
- Funds reported $11.5M of Strategas Macro Momentum ETF stock for Q1 2025, up 14% quarter-over-quarter.
- 2 funds opened new Strategas Macro Momentum ETF positions in Q1 2025 and 1 closed out, a net change of +1 holder.
- The largest Strategas Macro Momentum ETF buyer in Q1 2025 was Jaffetilchin Investment Partners, an estimated $1.51M added.
- The largest Strategas Macro Momentum ETF seller in Q1 2025 was PSI Advisors, an estimated $3.8K sold.
Based on aggregated 13F filings for Q1 2025.