Strategas Macro Momentum ETF
SAMM
6 hedge funds and large institutions have $14M invested in Strategas Macro Momentum ETF in 2025 Q3 according to their latest regulatory filings, with 0 funds opening new positions, 4 increasing their positions, 1 reducing their positions, and 0 closing their positions.
300% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 1
46% more capital invested
Capital invested by funds: $9.54M → $14M (+$4.41M)
18.77% more ownership
Funds ownership: 60.53% → 79.3% (+19%)
0% more funds holding
Funds holding: 6 → 6 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Baird Financial Group
Milwaukee,
Wisconsin
|
+$2.86M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$891K |
| 3 |
JIP
Jaffetilchin Investment Partners
Tampa,
Florida
|
+$53.2K |
| 4 |
HighTower Advisors
Chicago,
Illinois
|
+$43.9K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$4.35K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Baird Financial Group
Milwaukee,
Wisconsin
| $9.49M | +$2.86M | +103,145 | +46% |
|
|
2
Envestnet Asset Management
Chicago,
Illinois
| $1.96M | +$891K | +32,191 | +91% |
|
|
JIP
3
Jaffetilchin Investment Partners
Tampa,
Florida
| $1.49M | +$53.2K | +1,920 | +4% |
|
|
4
HighTower Advisors
Chicago,
Illinois
| $770K | +$43.9K | +1,585 | +6% |
|
|
HH
5
Hilltop Holdings
Dallas,
Texas
| $245K | – | – | – |
|
|
6
UBS Group
Zurich,
Switzerland
| $5.77K | -$4.35K | -157 | -44% |
|
SAMM Hedge Fund Activity: Q3 2025 in Review
6 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Strategas Macro Momentum ETF (SAMM) for Q3 2025, worth a combined $14M — up 46% from $9.54M a quarter earlier.
Fund positioning in SAMM was balanced in Q3 2025: 0 funds opened new positions, 0 closed out, 4 added to existing stakes and 1 trimmed.
The largest buyer was Baird Financial Group, adding an estimated $2.86M. The largest seller was UBS Group, cutting an estimated $4.35K.
- 6 institutional investors held Strategas Macro Momentum ETF (SAMM) as of Q3 2025, unchanged from Q2 2025.
- Funds reported $14M of Strategas Macro Momentum ETF stock for Q3 2025, up 46% quarter-over-quarter.
- 0 funds opened new Strategas Macro Momentum ETF positions in Q3 2025 and 0 closed out.
- The largest Strategas Macro Momentum ETF buyer in Q3 2025 was Baird Financial Group, an estimated $2.86M added.
- The largest Strategas Macro Momentum ETF seller in Q3 2025 was UBS Group, an estimated $4.35K sold.
Based on aggregated 13F filings for Q3 2025.