Strategas Macro Thematic Opportunities ETF
SAMT
13 hedge funds and large institutions have $47.2M invested in Strategas Macro Thematic Opportunities ETF in 2022 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 5 increasing their positions, 2 reducing their positions, and 3 closing their positions.
150% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 2
49% more capital invested
Capital invested by funds: $31.6M → $47.2M (+$15.5M)
33% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 3
10.34% more ownership
Funds ownership: 74.57% → 84.91% (+10%)
8% more funds holding
Funds holding: 12 → 13 (+1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Baird Financial Group
Milwaukee,
Wisconsin
|
+$6.48M |
| 2 |
TSWM
Triangle Securities Wealth Management
Raleigh,
North Carolina
|
+$4.32M |
| 3 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
+$3.19M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$2.33M |
| 5 |
AIA
Armor Investment Advisors
Raleigh,
North Carolina
|
+$1.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$468K |
| 2 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$212K |
| 3 |
MCM
McMillion Capital Management
Greensboro,
North Carolina
|
-$53.6K |
| 4 |
PA
Parallel Advisors
San Francisco,
California
|
-$17.1K |
| 5 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
-$11K |
SAMT Hedge Fund Activity: Q3 2022 in Review
13 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in Strategas Macro Thematic Opportunities ETF (SAMT) for Q3 2022, worth a combined $47.2M — up 49% from $31.6M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new SAMT positions and 3 closed out — a net gain of 1 holder — while 5 added to existing stakes and 2 trimmed.
The largest buyer was Baird Financial Group, opening a new position worth an estimated $6.48M. The largest seller was Jane Street, exiting entirely with an estimated $468K sold.
- 13 institutional investors held Strategas Macro Thematic Opportunities ETF (SAMT) as of Q3 2022, up from 12 in Q2 2022.
- Funds reported $47.2M of Strategas Macro Thematic Opportunities ETF stock for Q3 2022, up 49% quarter-over-quarter.
- 4 funds opened new Strategas Macro Thematic Opportunities ETF positions in Q3 2022 and 3 closed out, a net change of +1 holder.
- The largest Strategas Macro Thematic Opportunities ETF buyer in Q3 2022 was Baird Financial Group, an estimated $6.48M added.
- The largest Strategas Macro Thematic Opportunities ETF seller in Q3 2022 was Jane Street, an estimated $468K sold.
Based on aggregated 13F filings for Q3 2022.