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Strategas Macro Thematic Opportunities ETF
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Overview Fund Activity

16 hedge funds and large institutions have $57M invested in Strategas Macro Thematic Opportunities ETF in 2022 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 6 increasing their positions, 2 reducing their positions, and 2 closing their positions.

Holders
16
Holders Change
+3
Holders Change %
+23.08%
% of All Funds
0.26%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
5
Increased
6
Reduced
2
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ACS
1
Archford Capital Strategies
Illinois
$3.31M
2
FFG
2
Fortem Financial Group
California
$2.61M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$8.81M
4
TSWM
4
Triangle Securities Wealth Management
North Carolina
$5.63M
5
CAPTRUST Financial Advisors
5
CAPTRUST Financial Advisors
North Carolina
$646K

Top Sellers

1
Baird Financial Group
1
Baird Financial Group
Wisconsin
$0
2
ACA
2
Aptus Capital Advisors
Alabama
$5.09M
3
UBS Group
3
UBS Group
Switzerland
$0
4
MCM
4
McMillion Capital Management
North Carolina
$1.59M
Name Market Value Shares Shares
Change 		Shares
Change %
BFA
1
Beaumont Financial Advisors
Massachusetts
$18.8M 814,514 +17,585 +2%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$8.81M 381,247 +82,614 +28%
TSWM
3
Triangle Securities Wealth Management
North Carolina
$5.63M 243,931 +58,552 +32%
ACA
4
Aptus Capital Advisors
Alabama
$5.09M 220,433 -21,386 -9%
ST
5
Sageworth Trust
Pennsylvania
$4.63M 200,314 – –
ACS
6
Archford Capital Strategies
Illinois
$3.31M 143,417 +143,417 New
FFG
7
Fortem Financial Group
California
$2.61M 112,846 +112,846 New
Corient Private Wealth
8
Corient Private Wealth
Florida
$2.53M 109,515 +109,515 New
MCM
9
McMillion Capital Management
North Carolina
$1.59M 69,000 -400 -0.6%
AIA
10
Armor Investment Advisors
North Carolina
$1.5M 64,952 +4,975 +8%
CA
11
Cambridge Advisors
Nebraska
$864K 37,422 +1,277 +4%
CAPTRUST Financial Advisors
12
CAPTRUST Financial Advisors
North Carolina
$646K 27,955 +27,955 New
HighTower Advisors
13
HighTower Advisors
Illinois
$489K 21,647 +1,685 +8%
JIP
14
Jaffetilchin Investment Partners
Florida
$414K 17,907 +17,907 New
AA
15
Ancora Advisors
Ohio
$21K 929 – –
PA
16
Parallel Advisors
California
$5.78K 250 – –
Baird Financial Group
17
Baird Financial Group
Wisconsin
– – -278,077 Closed
UBS Group
18
UBS Group
Switzerland
– – -2,875 Closed
CFGS
19
Concourse Financial Group Securities
Alabama
– – – –