Strategas Macro Thematic Opportunities ETF
SAMT
31 hedge funds and large institutions have $95.6M invested in Strategas Macro Thematic Opportunities ETF in 2025 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 13 increasing their positions, 5 reducing their positions, and 3 closing their positions.
160% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 5
100% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 3
38% more capital invested
Capital invested by funds: $69.2M → $95.6M (+$26.4M)
11% more funds holding
Funds holding: 28 → 31 (+3)
0.55% less ownership
Funds ownership: 81.22% → 80.67% (-0.55%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TC
Trilogy Capital
Irvine,
California
|
+$9.24M |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$7.22M |
| 3 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
+$6.26M |
| 4 |
GWM
Greenwich Wealth Management
Greenwich,
Connecticut
|
+$1.46M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$1.13M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Stifel Financial
St. Louis,
Missouri
|
-$332K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$226K |
| 3 |
TSWM
Triangle Securities Wealth Management
Raleigh,
North Carolina
|
-$170K |
| 4 |
Corient Private Wealth
Miami,
Florida
|
-$108K |
| 5 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
-$79.3K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CCM
26
Coldstream Capital Management
Bellevue,
Washington
| $32.1K | +$33.4K | +1,100 | New |
|
|
PA
27
Parallel Advisors
San Francisco,
California
| $29.2K | – | – | – |
|
28
Wells Fargo
San Francisco,
California
| $17.5K | – | – | – |
|
|
CFO
29
CVA Family Office
Denver,
Colorado
| $5.84K | – | – | – |
|
|
IRC
30
Investors Research Corp
Atlanta,
Georgia
| $4.76K | – | – | – |
|
31
Morgan Stanley
New York
| $47 | – | – | – |
|
|
32
Stifel Financial
St. Louis,
Missouri
| – | -$332K | -11,379 | Closed |
|
|
33
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$226K | -7,768 | Closed |
|
|
PA
34
PSI Advisors
Tampa,
Florida
| – | -$4.98K | -171 | Closed |
|
SAMT Hedge Fund Activity: Q1 2025 in Review
31 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Strategas Macro Thematic Opportunities ETF (SAMT) for Q1 2025, worth a combined $95.6M — up 38% from $69.2M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new SAMT positions and 3 closed out — a net gain of 3 holders — while 13 added to existing stakes and 5 trimmed.
The largest buyer was Trilogy Capital, opening a new position worth an estimated $9.24M. The largest seller was Stifel Financial, exiting entirely with an estimated $332K sold.
- 31 institutional investors held Strategas Macro Thematic Opportunities ETF (SAMT) as of Q1 2025, up from 28 in Q4 2024.
- Funds reported $95.6M of Strategas Macro Thematic Opportunities ETF stock for Q1 2025, up 38% quarter-over-quarter.
- 6 funds opened new Strategas Macro Thematic Opportunities ETF positions in Q1 2025 and 3 closed out, a net change of +3 holders.
- The largest Strategas Macro Thematic Opportunities ETF buyer in Q1 2025 was Trilogy Capital, an estimated $9.24M added.
- The largest Strategas Macro Thematic Opportunities ETF seller in Q1 2025 was Stifel Financial, an estimated $332K sold.
Based on aggregated 13F filings for Q1 2025.