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Strategas Macro Thematic Opportunities ETF

19 hedge funds and large institutions have $58.6M invested in Strategas Macro Thematic Opportunities ETF in 2023 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 10 increasing their positions, 3 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
19
Holders Change
+3
Holders Change %
+18.75%
% of All Funds
0.3%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
4
Increased
10
Reduced
3
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$11.1M +$2.56M +114,725 +30%
BFA
2
Beaumont Financial Advisors
Massachusetts
$11.1M -$7.13M -319,242 -39%
Baird Financial Group
3
Baird Financial Group
Wisconsin
$7.14M +$7.14M +319,855 New
TSWM
4
Triangle Securities Wealth Management
North Carolina
$5.9M +$452K +20,235 +8%
ACA
5
Aptus Capital Advisors
Alabama
$5.19M +$267K +11,952 +5%
ST
6
Sageworth Trust
Pennsylvania
$4.47M
ACS
7
Archford Capital Strategies
Illinois
$3.42M +$204K +9,112 +6%
Corient Private Wealth
8
Corient Private Wealth
Florida
$2.6M +$150K +6,721 +6%
FFG
9
Fortem Financial Group
California
$2.5M -$24.5K -1,095 -1%
AIA
10
Armor Investment Advisors
North Carolina
$1.67M +$217K +9,736 +15%
MCM
11
McMillion Capital Management
North Carolina
$1.47M -$75.9K -3,400 -5%
CA
12
Cambridge Advisors
Nebraska
$848K +$12.5K +560 +1%
CAPTRUST Financial Advisors
13
CAPTRUST Financial Advisors
North Carolina
$693K +$69K +3,090 +11%
JIP
14
Jaffetilchin Investment Partners
Florida
$442K +$41.7K +1,865 +10%
PCA
15
Providence Capital Advisors
North Carolina
$36.6K +$36.6K +1,640 New
UBS Group
16
UBS Group
Switzerland
$26.6K +$26.6K +1,190 New
AA
17
Ancora Advisors
Ohio
$20.7K
PA
18
Parallel Advisors
California
$16K +$10.4K +466 +186%
Wells Fargo
19
Wells Fargo
California
$3.17K +$3.17K +142 New
HighTower Advisors
20
HighTower Advisors
Illinois
-$489K -21,647 Closed