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Strategas Macro Thematic Opportunities ETF
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Overview Fund Activity

35 hedge funds and large institutions have $157M invested in Strategas Macro Thematic Opportunities ETF in 2025 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 14 increasing their positions, 9 reducing their positions, and 3 closing their positions.

Holders
35
Holders Change
+4
Holders Change %
+12.9%
% of All Funds
0.47%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
8
Increased
14
Reduced
9
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BFA
1
Beaumont Financial Advisors
Massachusetts
$45.5M
2
IWS
2
Insight Wealth Strategies
California
$8.22M
3
TC
3
Trilogy Capital
California
$15M
4
FCP
4
Fidelis Capital Partners
Florida
$4.52M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$17.1M

Top Sellers

1
Baird Financial Group
1
Baird Financial Group
Wisconsin
$11.2M
2
ACA
2
Aptus Capital Advisors
Alabama
$8.13M
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$7.56M
4
FFG
4
Fortem Financial Group
California
$3M
5
Corient Private Wealth
5
Corient Private Wealth
Florida
$566K
Name Market Value Shares Shares
Change 		Shares
Change %
BFA
1
Beaumont Financial Advisors
Massachusetts
$45.5M 1,320,122 +723,912 +121%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$17.1M 496,091 +52,471 +12%
TC
3
Trilogy Capital
California
$15M 436,642 +132,593 +44%
Baird Financial Group
4
Baird Financial Group
Wisconsin
$11.2M 324,684 -53,750 -14%
TSWM
5
Triangle Securities Wealth Management
North Carolina
$9.53M 276,864 +2,503 +0.9%
IWS
6
Insight Wealth Strategies
California
$8.22M 243,224 +231,126 +1,910%
ACA
7
Aptus Capital Advisors
Alabama
$8.13M 236,095 -26,484 -10%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$7.56M 219,643 -17,827 -8%
ACS
9
Archford Capital Strategies
Illinois
$7.26M 210,904 +2,994 +1%
AIA
10
Armor Investment Advisors
North Carolina
$4.58M 132,995 +518 +0.4%
FCP
11
Fidelis Capital Partners
Florida
$4.52M 126,612 +117,825 +1,341%
GWM
12
Greenwich Wealth Management
Connecticut
$4.35M 126,280 +36,638 +41%
FFG
13
Fortem Financial Group
California
$3M 87,084 -4,152 -5%
DADC
14
D.A. Davidson & Co
Montana
$1.93M 56,099 +38,875 +226%
KPWS
15
Kestra Private Wealth Services
Texas
$1.93M 55,948 +1,168 +2%
CA
16
Cambridge Advisors
Nebraska
$975K 28,320 -1,966 -6%
CAPTRUST Financial Advisors
17
CAPTRUST Financial Advisors
North Carolina
$849K 24,672 -230 -0.9%
HighTower Advisors
18
HighTower Advisors
Illinois
$804K 23,344 +1,721 +8%
MA
19
Mutual Advisors
Nebraska
$591K 16,570 +131 +0.8%
JIP
20
Jaffetilchin Investment Partners
Florida
$580K 16,835 -1,415 -8%
Corient Private Wealth
21
Corient Private Wealth
Florida
$566K 16,452 -2,887 -15%
MAG
22
Mayfair Advisory Group
Alabama
$560K 15,730 +3,500 +29%
FT
23
Fiduciary Trust
Massachusetts
$464K 13,465 – –
Two Sigma Investments
24
Two Sigma Investments
New York
$423K 12,300 +12,300 New
MML Investors Services
25
MML Investors Services
Massachusetts
$310K 8,999 +8,999 New
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