Strategas Macro Thematic Opportunities ETF
SAMT
Market cap $160M

32.68 USD

-0.13

0.40%

At close Jun 13, 4:00 PM EDT

1 day

-0.40%

5 days

-0.79%

1 month

5.05%

3 months

14.55%

6 months

8.00%

Year to date

12.15%

1 year

25.02%

5 years

31.19%

10 years

31.19%

0

Funds holding %

of 7,296 funds

–

Analysts bullish %

Fund manager confidence

Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)

160% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 5

100% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 3

38% more capital invested

Capital invested by funds: $69.2M [Q4 2024] → $95.6M (+$26.4M) [Q1 2025]

11% more funds holding

Funds holding: 28 [Q4 2024] → 31 (+3) [Q1 2025]

0.55% less ownership

Funds ownership: 81.22% [Q4 2024] → 80.67% (-0.55%) [Q1 2025]

See Fund Rankings

Research analyst outlook

We haven’t received any recent analyst ratings for SAMT.

See Analyst Rankings

Financial journalist opinion

SAMT: Highly Sophisticated Active Strategy With Unconvincing Returns

Incepted in January 2022, SAMT is an actively managed vehicle with a strategy revolving around macro themes like AI, de-globalization, etc. It is benchmarked against the S&P 500. At this juncture, it has 36 holdings, including a massive cash position. Most companies have excellent growth characteristics, yet are expensive and have a few quality issues. 2022 was a success, and so were 2024 and 2025 to date. Yet, owing to feeble 2023, SAMT's annualized return is 1.4% below that of IVV.

SAMT: Highly Sophisticated Active Strategy With Unconvincing Returns

SAMT: Intriguing Strategy With Lackluster Result

Strategas Macro Thematic Opportunities ETF is an actively managed ETF holding 36 stocks, along with gold and cash. The fund's portfolio is diversified across large, mid, and small caps, with significant exposure to industrials, consumer staples, and financials. SAMT has underperformed an equity market benchmark, missing one of its objectives.

SAMT: Intriguing Strategy With Lackluster Result

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Strategas Debuts ‘Macro Momentum' ETF

Strategas Asset Management launched an actively managed momentum-focused ETF on Thursday. The Strategas Macro Momentum ETF (NYSE Arca: SAMM) looks to benefit from both equity and market momentum trends.

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