Strategas Macro Thematic Opportunities ETF
SAMT
28 hedge funds and large institutions have $69.2M invested in Strategas Macro Thematic Opportunities ETF in 2024 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 7 increasing their positions, 8 reducing their positions, and 2 closing their positions.
300% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 2
27% more funds holding
Funds holding: 22 → 28 (+6)
9% more capital invested
Capital invested by funds: $63.3M → $69.2M (+$5.97M)
2.76% less ownership
Funds ownership: 83.97% → 81.22% (-2.8%)
13% less repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 8
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KPWS
Kestra Private Wealth Services
Austin,
Texas
|
+$1.38M |
| 2 |
Corient Private Wealth
Miami,
Florida
|
+$669K |
| 3 |
Baird Financial Group
Milwaukee,
Wisconsin
|
+$645K |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$608K |
| 5 |
HighTower Advisors
Chicago,
Illinois
|
+$536K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Stifel Financial
St. Louis,
Missouri
|
-$1.46M |
| 2 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
-$340K |
| 3 |
TI
Tidal Investments
Milwaukee,
Wisconsin
|
-$271K |
| 4 |
TSWM
Triangle Securities Wealth Management
Raleigh,
North Carolina
|
-$137K |
| 5 |
FFG
Fortem Financial Group
Palm Desert,
California
|
-$133K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PA
26
PSI Advisors
Tampa,
Florida
| $4.98K | -$1.55K | -53 | -24% |
|
|
IRC
27
Investors Research Corp
Atlanta,
Georgia
| $4.75K | +$4.76K | +163 | New |
|
28
Morgan Stanley
New York
| $37 | – | – | – |
|
|
TI
29
Tidal Investments
Milwaukee,
Wisconsin
| – | -$271K | -9,756 | Closed |
|
30
UBS Group
Zurich,
Switzerland
| – | -$15.7K | -566 | Closed |
|
SAMT Hedge Fund Activity: Q4 2024 in Review
28 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Strategas Macro Thematic Opportunities ETF (SAMT) for Q4 2024, worth a combined $69.2M — up 9.4% from $63.3M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new SAMT positions and 2 closed out — a net gain of 6 holders — while 7 added to existing stakes and 8 trimmed.
The largest buyer was Kestra Private Wealth Services, opening a new position worth an estimated $1.38M. The largest seller was Stifel Financial, cutting an estimated $1.46M.
- 28 institutional investors held Strategas Macro Thematic Opportunities ETF (SAMT) as of Q4 2024, up from 22 in Q3 2024.
- Funds reported $69.2M of Strategas Macro Thematic Opportunities ETF stock for Q4 2024, up 9.4% quarter-over-quarter.
- 8 funds opened new Strategas Macro Thematic Opportunities ETF positions in Q4 2024 and 2 closed out, a net change of +6 holders.
- The largest Strategas Macro Thematic Opportunities ETF buyer in Q4 2024 was Kestra Private Wealth Services, an estimated $1.38M added.
- The largest Strategas Macro Thematic Opportunities ETF seller in Q4 2024 was Stifel Financial, an estimated $1.46M sold.
Based on aggregated 13F filings for Q4 2024.