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Strategas Macro Thematic Opportunities ETF

39 hedge funds and large institutions have $207M invested in Strategas Macro Thematic Opportunities ETF in 2025 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 21 increasing their positions, 7 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
39
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BFA
1
Beaumont Financial Advisors
Massachusetts
$46.9M
Baird Financial Group
2
Baird Financial Group
Wisconsin
$28.6M
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$23.8M
TC
4
Trilogy Capital
California
$16.9M
ACS
5
Archford Capital Strategies
Illinois
$10.5M
TSWM
6
Triangle Securities Wealth Management
North Carolina
$9.78M
IWS
7
Insight Wealth Strategies
California
$9.07M
ACA
8
Aptus Capital Advisors
Alabama
$9.02M
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$8.4M
GWM
10
Greenwich Wealth Management
Connecticut
$7.57M
DADC
11
D.A. Davidson & Co
Montana
$7.01M
FCP
12
Fidelis Capital Partners
Florida
$5.7M
OCPWS
13
One Charles Private Wealth Services
Massachusetts
$5.34M
AIA
14
Armor Investment Advisors
North Carolina
$4.26M
FFG
15
Fortem Financial Group
California
$3.19M
KPWS
16
Kestra Private Wealth Services
Texas
$2.12M
MA
17
Mutual Advisors
Nebraska
$1.37M
CA
18
Cambridge Advisors
Nebraska
$1.05M
HighTower Advisors
19
HighTower Advisors
Illinois
$1M
CAPTRUST Financial Advisors
20
CAPTRUST Financial Advisors
North Carolina
$995K
MAG
21
Mayfair Advisory Group
Alabama
$616K
JIP
22
Jaffetilchin Investment Partners
Florida
$607K
Corient Private Wealth
23
Corient Private Wealth
Florida
$531K
FT
24
Fiduciary Trust
Massachusetts
$502K
Mercer Global Advisors
25
Mercer Global Advisors
Colorado
$431K