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Strategas Macro Momentum ETF
SAMM

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

0% more funds holding

Funds holding: 6 → 6 (0)

0% more first-time investments, than exits

New positions opened: 1 | Existing positions closed: 1

13.65% less ownership

Funds ownership: 74.18% → 60.53% (-14%)

17% less capital invested

Capital invested by funds: $11.5M → $9.54M (-$1.91M)

67% less repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 3

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

Rank Fund Capital Flow
1
HighTower Advisors
HighTower Advisors
Illinois
+$118K
2
UBS Group
UBS Group
Switzerland
+$9.03K

Top Sellers

Rank Fund Capital Flow
1
Baird Financial Group
Baird Financial Group
Wisconsin
-$2.86M
2
JIP
Jaffetilchin Investment Partners
Florida
-$165K
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$2.76K
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$2K

SAMM Hedge Fund Activity: Q2 2025 in Review

6 of the 7,616 institutional investors tracked by Wall St. Rank reported a position in Strategas Macro Momentum ETF (SAMM) for Q2 2025, worth a combined $9.54M — down 17% from $11.5M a quarter earlier.

Fund positioning in SAMM was balanced in Q2 2025: 1 fund opened new positions, 1 closed out, 1 added to existing stakes and 3 trimmed.

The largest buyer was HighTower Advisors, adding an estimated $118K. The largest seller was Baird Financial Group, cutting an estimated $2.86M.

  • 6 institutional investors held Strategas Macro Momentum ETF (SAMM) as of Q2 2025, unchanged from Q1 2025.
  • Funds reported $9.54M of Strategas Macro Momentum ETF stock for Q2 2025, down 17% quarter-over-quarter.
  • 1 fund opened new Strategas Macro Momentum ETF positions in Q2 2025 and 1 closed out, a net change of 0 holders.
  • The largest Strategas Macro Momentum ETF buyer in Q2 2025 was HighTower Advisors, an estimated $118K added.
  • The largest Strategas Macro Momentum ETF seller in Q2 2025 was Baird Financial Group, an estimated $2.86M sold.

Based on aggregated 13F filings for Q2 2025.