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Strategas Macro Thematic Opportunities ETF
SAMT

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: 52 → 62 (+10)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (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
–

Top Buyers

Rank Fund Capital Flow
1
MCM
Mainstay Capital Management
Michigan
+$39.7M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$24.3M
3
Bank of America
Bank of America
North Carolina
+$19.5M
4
Baird Financial Group
Baird Financial Group
Wisconsin
+$11.8M
5
TC
Trilogy Capital
California
+$8.23M

Top Sellers

Rank Fund Capital Flow
1
MAG
Members Advisory Group
New York
-$6.71M
2
DADC
D.A. Davidson & Co
Montana
-$4.52M
3
BFA
Beaumont Financial Advisors
Massachusetts
-$3.18M
4
ACS
Archford Capital Strategies
Illinois
-$1.62M
5
Corient Private Wealth
Corient Private Wealth
Florida
-$156K
Name Holding Trade Value Shares
Change 		Change in
Stake
Corient Private Wealth
51
Corient Private Wealth
Florida
$248K -$156K -3,917 -38%
RPGK
52
Retirement Planning Group (Kansas)
Kansas
$243K +$248K +6,199 New
AF
53
Allworth Financial
California
$104K +$3.99K +100 +4%
PA
54
Parallel Advisors
California
$41.5K – – –
Morgan Stanley
55
Morgan Stanley
New York
$38.2K +$23.1K +579 +147%
GI
56
GAMMA Investing
California
$26.4K – – –
SRCM
57
Signature Resources Capital Management
California
$12K +$12.2K +305 New
JP Morgan Chase
58
JP Morgan Chase
New York
$11.2K – – –
IRC
59
Investors Research Corp
Georgia
$8.37K +$2K +50 +31%
Wells Fargo
60
Wells Fargo
California
$8.25K +$8.38K +210 New
CFO
61
CVA Family Office
Colorado
$7.91K +$40 +1 +0.5%
Carson Wealth (CWM LLC)
62
Carson Wealth (CWM LLC)
Nebraska
$2.71K – – –
MAG
63
Members Advisory Group
New York
– -$6.71M -174,288 Closed
UBS Group
64
UBS Group
Switzerland
– -$28.2K -731 Closed
RFP
65
Root Financial Partners
California
– -$5.78K -150 Closed
1 2
3

SAMT Hedge Fund Activity: Q1 2026 in Review

62 of the 8,128 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.