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Strategas Macro Thematic Opportunities ETF
SAMT

40 hedge funds and large institutions have $209M invested in Strategas Macro Thematic Opportunities ETF in 2025 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 22 increasing their positions, 7 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

214% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 7

75% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 4

33% more capital invested

Capital invested by funds: $158M → $209M (+$51.3M)

8% more funds holding

Funds holding: 37 → 40 (+3)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

1.19% less ownership

Funds ownership: 90.36% → 89.17% (-1.2%)

Holders
40
Holders Change
+3
Holders Change %
+8.11%
% of All Funds
0.53%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
7
Increased
22
Reduced
7
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Baird Financial Group
Baird Financial Group
Wisconsin
+$15.7M
2
OCPWS
One Charles Private Wealth Services
Massachusetts
+$5.07M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$5.06M
4
DADC
D.A. Davidson & Co
Montana
+$4.67M
5
GWM
Greenwich Wealth Management
Connecticut
+$2.72M

Top Sellers

1
BFA
Beaumont Financial Advisors
Massachusetts
-$2.19M
2
AIA
Armor Investment Advisors
North Carolina
-$662K
3
TSWM
Triangle Securities Wealth Management
North Carolina
-$512K
4
Two Sigma Investments
Two Sigma Investments
New York
-$423K
5
HF
HRT Financial
New York
-$227K
Name Holding Trade Value Shares
Change 		Change in
Stake
Mercer Global Advisors
26
Mercer Global Advisors
Colorado
$431K +$92.9K +2,625 +29%
MML Investors Services
27
MML Investors Services
Massachusetts
$363K +$26.5K +749 +8%
AI
28
Atria Investments
North Carolina
$324K +$47.9K +1,353 +18%
Koshinski Asset Management
29
Koshinski Asset Management
Illinois
$291K +$12.8K +363 +5%
EFS
30
Essex Financial Services
Connecticut
$288K +$273K +7,714 New
Stifel Financial
31
Stifel Financial
Missouri
$247K +$4.81K +136 +2%
Bank of New York Mellon
32
Bank of New York Mellon
New York
$240K +$228K +6,433 New
PA
33
Parallel Advisors
California
$39.4K +$2.02K +57 +6%
UBS Group
34
UBS Group
Switzerland
$25.6K +$24.3K +687 New
GI
35
GAMMA Investing
California
$14.7K – – –
Morgan Stanley
36
Morgan Stanley
New York
$14.7K +$13.9K +393 New
CFO
37
CVA Family Office
Colorado
$7.45K – – –
IRC
38
Investors Research Corp
Georgia
$6.08K – – –
RFP
39
Root Financial Partners
California
$5.59K +$5.31K +150 New
Carson Wealth (CWM LLC)
40
Carson Wealth (CWM LLC)
Nebraska
$4K +$3.43K +97 New
Two Sigma Investments
41
Two Sigma Investments
New York
– -$423K -12,300 Closed
HF
42
HRT Financial
New York
– -$227K -6,596 Closed
CIBC Private Wealth Group
43
CIBC Private Wealth Group
Georgia
– -$71.3K -2,070 Closed
Bank of America
44
Bank of America
North Carolina
– -$40.5K -1,175 Closed
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SAMT Hedge Fund Activity: Q3 2025 in Review

40 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Strategas Macro Thematic Opportunities ETF (SAMT) for Q3 2025, worth a combined $209M — up 33% from $158M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new SAMT positions and 4 closed out — a net gain of 3 holders — while 22 added to existing stakes and 7 trimmed.

The largest buyer was Baird Financial Group, adding an estimated $15.7M. The largest seller was Beaumont Financial Advisors, cutting an estimated $2.19M.

  • 40 institutional investors held Strategas Macro Thematic Opportunities ETF (SAMT) as of Q3 2025, up from 37 in Q2 2025.
  • Funds reported $209M of Strategas Macro Thematic Opportunities ETF stock for Q3 2025, up 33% quarter-over-quarter.
  • 7 funds opened new Strategas Macro Thematic Opportunities ETF positions in Q3 2025 and 4 closed out, a net change of +3 holders.
  • The largest Strategas Macro Thematic Opportunities ETF buyer in Q3 2025 was Baird Financial Group, an estimated $15.7M added.
  • The largest Strategas Macro Thematic Opportunities ETF seller in Q3 2025 was Beaumont Financial Advisors, an estimated $2.19M sold.

Based on aggregated 13F filings for Q3 2025.