Strategas Macro Momentum ETF
SAMM
7 hedge funds and large institutions have $16.7M invested in Strategas Macro Momentum ETF in 2025 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, 1 reducing their positions, and 1 closing their positions.
200% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 1
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
19% more capital invested
Capital invested by funds: $14M → $16.7M (+$2.7M)
17% more funds holding
Funds holding: 6 → 7 (+1)
2.16% more ownership
Funds ownership: 79.3% → 81.45% (+2.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Baird Financial Group
Milwaukee,
Wisconsin
|
+$1.11M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$645K |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$226K |
| 4 |
HighTower Advisors
Chicago,
Illinois
|
+$37K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JIP
Jaffetilchin Investment Partners
Tampa,
Florida
|
-$142K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$5.77K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Baird Financial Group
Milwaukee,
Wisconsin
| $11M | +$1.11M | +37,321 | +11% |
|
|
2
Envestnet Asset Management
Chicago,
Illinois
| $2.69M | +$645K | +21,605 | +32% |
|
|
JIP
3
Jaffetilchin Investment Partners
Tampa,
Florida
| $1.41M | -$142K | -4,767 | -9% |
|
|
4
HighTower Advisors
Chicago,
Illinois
| $840K | +$37K | +1,241 | +5% |
|
|
HH
5
Hilltop Holdings
Dallas,
Texas
| $256K | – | – | – |
|
|
6
Citadel Advisors
Miami,
Florida
| $227K | +$226K | +7,560 | New |
|
|
QCA
7
Quantify Chaos Advisors
Brooklyn,
New York
| $223K | +$221K | +7,408 | New |
|
|
8
UBS Group
Zurich,
Switzerland
| – | -$5.77K | -200 | Closed |
|
SAMM Hedge Fund Activity: Q4 2025 in Review
7 of the 8,229 institutional investors tracked by Wall St. Rank reported a position in Strategas Macro Momentum ETF (SAMM) for Q4 2025, worth a combined $16.7M — up 19% from $14M 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 1 trimmed.
The largest buyer was Baird Financial Group, adding an estimated $1.11M. The largest seller was Jaffetilchin Investment Partners, cutting an estimated $142K.
- 7 institutional investors held Strategas Macro Momentum ETF (SAMM) as of Q4 2025, up from 6 in Q3 2025.
- Funds reported $16.7M of Strategas Macro Momentum ETF stock for Q4 2025, up 19% quarter-over-quarter.
- 2 funds opened new Strategas Macro Momentum ETF positions in Q4 2025 and 1 closed out, a net change of +1 holder.
- The largest Strategas Macro Momentum ETF buyer in Q4 2025 was Baird Financial Group, an estimated $1.11M added.
- The largest Strategas Macro Momentum ETF seller in Q4 2025 was Jaffetilchin Investment Partners, an estimated $142K sold.
Based on aggregated 13F filings for Q4 2025.