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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HighTower Advisors
Chicago,
Illinois
|
+$118K |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$9.03K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Baird Financial Group
Milwaukee,
Wisconsin
|
-$2.86M |
| 2 |
JIP
Jaffetilchin Investment Partners
Tampa,
Florida
|
-$165K |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$2.76K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$2K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Baird Financial Group
Milwaukee,
Wisconsin
| $6.25M | -$2.86M | -113,206 | -33% |
|
|
JIP
2
Jaffetilchin Investment Partners
Tampa,
Florida
| $1.37M | -$165K | -6,531 | -12% |
|
|
3
Envestnet Asset Management
Chicago,
Illinois
| $984K | -$2.76K | -109 | -0.3% |
|
|
4
HighTower Advisors
Chicago,
Illinois
| $694K | +$118K | +4,666 | +23% |
|
|
HH
5
Hilltop Holdings
Dallas,
Texas
| $235K | – | – | – |
|
|
6
UBS Group
Zurich,
Switzerland
| $9.88K | +$9.03K | +357 | New |
|
|
7
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | -$2K | -86 | Closed |
|
SAMM Hedge Fund Activity: Q2 2025 in Review
6 of the 7,599 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.