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Strategas Macro Thematic Opportunities ETF
SAMT

52 hedge funds and large institutions have $316M invested in Strategas Macro Thematic Opportunities ETF in 2025 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 24 increasing their positions, 10 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 10

100% more funds holding in top 10

Funds holding in top 10: 2 → 4 (+2)

51% more capital invested

Capital invested by funds: $209M → $316M (+$107M)

30% more funds holding

Funds holding: 40 → 52 (+12)

0.42% more ownership

Funds ownership: 89.17% → 89.58% (+0.42%)

Holders
52
Holders Change
+12
Holders Change %
+30%
% of All Funds
0.63%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
12
Increased
24
Reduced
10
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MCM
Mainstay Capital Management
Michigan
+$73.7M
2
MAG
Members Advisory Group
New York
+$6.63M
3
OCPWS
One Charles Private Wealth Services
Massachusetts
+$5.12M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$4.13M
5
AO
Advisor OS
Illinois
+$3.04M

Top Sellers

1
BFA
Beaumont Financial Advisors
Massachusetts
-$8.63M
2
AIA
Armor Investment Advisors
North Carolina
-$299K
3
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
-$213K
4
Corient Private Wealth
Corient Private Wealth
Florida
-$153K
5
TSWM
Triangle Securities Wealth Management
North Carolina
-$89.1K
Name Holding Trade Value Shares
Change 		Change in
Stake
RFP
51
Root Financial Partners
California
$5.78K – – –
Carson Wealth (CWM LLC)
52
Carson Wealth (CWM LLC)
Nebraska
$3K -$1.06K -28 -29%
1 2
3

SAMT Hedge Fund Activity: Q4 2025 in Review

52 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Strategas Macro Thematic Opportunities ETF (SAMT) for Q4 2025, worth a combined $316M — up 51% from $209M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new SAMT positions and 0 closed out — a net gain of 12 holders — while 24 added to existing stakes and 10 trimmed.

The largest buyer was Mainstay Capital Management, opening a new position worth an estimated $73.7M. The largest seller was Beaumont Financial Advisors, cutting an estimated $8.63M.

  • 52 institutional investors held Strategas Macro Thematic Opportunities ETF (SAMT) as of Q4 2025, up from 40 in Q3 2025.
  • Funds reported $316M of Strategas Macro Thematic Opportunities ETF stock for Q4 2025, up 51% quarter-over-quarter.
  • 12 funds opened new Strategas Macro Thematic Opportunities ETF positions in Q4 2025 and 0 closed out, a net change of +12 holders.
  • The largest Strategas Macro Thematic Opportunities ETF buyer in Q4 2025 was Mainstay Capital Management, an estimated $73.7M added.
  • The largest Strategas Macro Thematic Opportunities ETF seller in Q4 2025 was Beaumont Financial Advisors, an estimated $8.63M sold.

Based on aggregated 13F filings for Q4 2025.