Strategas Macro Thematic Opportunities ETF
SAMT
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.
200% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 2
150% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 2
23% more funds holding
Funds holding: 13 → 16 (+3)
21% more capital invested
Capital invested by funds: $47.2M → $57M (+$9.78M)
11.51% less ownership
Funds ownership: 84.91% → 73.4% (-12%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACS
Archford Capital Strategies
Swansea,
Illinois
|
+$3.33M |
| 2 |
FFG
Fortem Financial Group
Palm Desert,
California
|
+$2.62M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$1.92M |
| 4 |
TSWM
Triangle Securities Wealth Management
Raleigh,
North Carolina
|
+$1.36M |
| 5 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
+$649K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Baird Financial Group
Milwaukee,
Wisconsin
|
-$5.99M |
| 2 |
ACA
Aptus Capital Advisors
Fairhope,
Alabama
|
-$497K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$62K |
| 4 |
MCM
McMillion Capital Management
Greensboro,
North Carolina
|
-$9.29K |
SAMT Hedge Fund Activity: Q4 2022 in Review
16 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in Strategas Macro Thematic Opportunities ETF (SAMT) for Q4 2022, worth a combined $57M — up 21% from $47.2M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new SAMT positions and 2 closed out — a net gain of 3 holders — while 6 added to existing stakes and 2 trimmed.
The largest buyer was Archford Capital Strategies, opening a new position worth an estimated $3.33M. The largest seller was Baird Financial Group, exiting entirely with an estimated $5.99M sold.
- 16 institutional investors held Strategas Macro Thematic Opportunities ETF (SAMT) as of Q4 2022, up from 13 in Q3 2022.
- Funds reported $57M of Strategas Macro Thematic Opportunities ETF stock for Q4 2022, up 21% quarter-over-quarter.
- 5 funds opened new Strategas Macro Thematic Opportunities ETF positions in Q4 2022 and 2 closed out, a net change of +3 holders.
- The largest Strategas Macro Thematic Opportunities ETF buyer in Q4 2022 was Archford Capital Strategies, an estimated $3.33M added.
- The largest Strategas Macro Thematic Opportunities ETF seller in Q4 2022 was Baird Financial Group, an estimated $5.99M sold.
Based on aggregated 13F filings for Q4 2022.