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Strategas Macro Thematic Opportunities ETF

62 hedge funds and large institutions have $446M invested in Strategas Macro Thematic Opportunities ETF in 2026 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 34 increasing their positions, 9 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

367% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 3

278% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 9

41% more capital invested

Capital invested by funds: $316M → $446M (+$130M)

19% more funds holding

Funds holding: 5262 (+10)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

5.63% less ownership

Funds ownership: 89.58%83.96% (-5.6%)

Holders
62
Holders Change
+10
Holders Change %
+19.23%
% of All Funds
0.76%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
14
Increased
34
Reduced
9
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SA
26
Sanctuary Advisors
Indiana
$2.44M +$237K +5,930 +11%
MWM
27
Meridian Wealth Management
Kentucky
$2.42M +$2.46M +61,566 New
CA
28
Cambridge Advisors
Nebraska
$2.01M +$297K +7,433 +17%
HighTower Advisors
29
HighTower Advisors
Illinois
$1.9M +$613K +15,364 +47%
MA
30
Mutual Advisors
Nebraska
$1.6M +$172K +4,301 +12%
LPL Financial
31
LPL Financial
California
$1.33M +$1.35M +33,771 New
Raymond James Financial
32
Raymond James Financial
Florida
$1.05M +$353K +8,853 +49%
MAG
33
Mayfair Advisory Group
Alabama
$1M +$225K +5,630 +28%
PWM
34
Perigon Wealth Management
California
$889K +$904K +22,635 New
Koshinski Asset Management
35
Koshinski Asset Management
Illinois
$849K +$475K +11,894 +122%
CIBC World Market
36
CIBC World Market
Ontario, Canada
$737K +$750K +18,775 New
CAPTRUST Financial Advisors
37
CAPTRUST Financial Advisors
North Carolina
$694K -$137K -3,420 -16%
Jane Street
38
Jane Street
New York
$595K +$18.9K +473 +3%
JIP
39
Jaffetilchin Investment Partners
Florida
$552K +$1.64K +41 +0.3%
FT
40
Fiduciary Trust
Massachusetts
$529K
CA
41
Calton & Associates
Florida
$524K +$532K +13,335 New
EFS
42
Essex Financial Services
Connecticut
$522K -$70K -1,754 -12%
AI
43
Atria Investments
North Carolina
$513K +$153K +3,824 +41%
Mercer Global Advisors
44
Mercer Global Advisors
Colorado
$444K +$3.04K +76 +0.7%
VA
45
VestGen Advisors
Illinois
$444K +$395K +9,888 New
Bank of New York Mellon
46
Bank of New York Mellon
New York
$432K +$93.9K +2,352 +27%
QCA
47
Quantify Chaos Advisors
New York
$392K +$2.67K +67 +0.7%
Stifel Financial
48
Stifel Financial
Missouri
$355K +$41.9K +1,049 +13%
Cerity Partners
49
Cerity Partners
New York
$294K +$27.7K +693 +10%
MT
50
Midwest Trust
Kansas
$255K +$260K +6,500 New

SAMT Hedge Fund Activity: Q1 2026 in Review

62 of the 8,127 institutional investors tracked by Wall St. Rank reported a position in Strategas Macro Thematic Opportunities ETF (SAMT) for Q1 2026, worth a combined $446M — up 41% from $316M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new SAMT positions and 3 closed out — a net gain of 11 holders — while 34 added to existing stakes and 9 trimmed.

The largest buyer was Mainstay Capital Management, adding an estimated $39.7M. The largest seller was Members Advisory Group, exiting entirely with an estimated $6.71M sold.

  • 62 institutional investors held Strategas Macro Thematic Opportunities ETF (SAMT) as of Q1 2026, up from 52 in Q4 2025.
  • Funds reported $446M of Strategas Macro Thematic Opportunities ETF stock for Q1 2026, up 41% quarter-over-quarter.
  • 14 funds opened new Strategas Macro Thematic Opportunities ETF positions in Q1 2026 and 3 closed out, a net change of +11 holders.
  • The largest Strategas Macro Thematic Opportunities ETF buyer in Q1 2026 was Mainstay Capital Management, an estimated $39.7M added.
  • The largest Strategas Macro Thematic Opportunities ETF seller in Q1 2026 was Members Advisory Group, an estimated $6.71M sold.

Based on aggregated 13F filings for Q1 2026.