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Strategas Macro Thematic Opportunities ETF

52 hedge funds and large institutions have $316M invested in Strategas Macro Thematic Opportunities ETF in 2025 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 24 increasing their positions, 10 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
52
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
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
MCM
1
Mainstay Capital Management
Michigan
$74.6M
BFA
2
Beaumont Financial Advisors
Massachusetts
$39.7M
Baird Financial Group
3
Baird Financial Group
Wisconsin
$30.7M
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$28.8M
TC
5
Trilogy Capital
California
$18.1M
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$11.4M
ACS
7
Archford Capital Strategies
Illinois
$11.2M
OCPWS
8
One Charles Private Wealth Services
Massachusetts
$10.7M
GWM
9
Greenwich Wealth Management
Connecticut
$10.2M
TSWM
10
Triangle Securities Wealth Management
North Carolina
$10M
IWS
11
Insight Wealth Strategies
California
$9.49M
ACA
12
Aptus Capital Advisors
Alabama
$9.28M
DADC
13
D.A. Davidson & Co
Montana
$7.72M
MAG
14
Members Advisory Group
New York
$6.71M
FCP
15
Fidelis Capital Partners
Florida
$6.46M
AIA
16
Armor Investment Advisors
North Carolina
$4.1M
FFG
17
Fortem Financial Group
California
$3.25M
MA
18
MJP Associates
Connecticut
$3.08M
AO
19
Advisor OS
Illinois
$3.08M
KPWS
20
Kestra Private Wealth Services
Texas
$2.37M
SA
21
Sanctuary Advisors
Indiana
$2.17M
CA
22
Cambridge Advisors
Nebraska
$1.69M
MA
23
Mutual Advisors
Nebraska
$1.41M
HighTower Advisors
24
HighTower Advisors
Illinois
$1.27M
CAPTRUST Financial Advisors
25
CAPTRUST Financial Advisors
North Carolina
$812K