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Strategas Macro Momentum ETF
SAMM

Overview Fund Trends Analyst Outlook Journalist POV

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

more funds holding

Funds holding: →

more first-time investments, than exits

New positions opened: | Existing positions closed:

less ownership

Funds ownership: →

less capital invested

Capital invested by funds: $ → $

67% less repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 3

Holders
6
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
–
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
–
Puts
–
Net Calls
Net Calls Change

Top Buyers

1
+$129K
2
+$9.88K

Top Sellers

1
-$3.13M
2
-$181K
3
-$3.02K
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$2K
Name Holding Trade Value Shares
Change 		Change in
Stake
Baird Financial Group
1
Baird Financial Group
Wisconsin
$6.25M
JIP
2
Jaffetilchin Investment Partners
Florida
$1.37M
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$984K
HighTower Advisors
4
HighTower Advisors
Illinois
$694K
HH
5
Hilltop Holdings
Texas
$235K
UBS Group
6
UBS Group
Switzerland
$9.88K
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
–