Strategas Macro Thematic Opportunities ETF
SAMT
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.
300% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 1
233% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 3
19% more funds holding
Funds holding: 16 → 19 (+3)
6.79% more ownership
Funds ownership: 73.4% → 80.19% (+6.8%)
3% more capital invested
Capital invested by funds: $57M → $58.6M (+$1.62M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Baird Financial Group
Milwaukee,
Wisconsin
|
+$7.24M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$2.6M |
| 3 |
TSWM
Triangle Securities Wealth Management
Raleigh,
North Carolina
|
+$458K |
| 4 |
ACA
Aptus Capital Advisors
Fairhope,
Alabama
|
+$271K |
| 5 |
AIA
Armor Investment Advisors
Raleigh,
North Carolina
|
+$220K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
-$7.23M |
| 2 |
HighTower Advisors
Chicago,
Illinois
|
-$489K |
| 3 |
MCM
McMillion Capital Management
Greensboro,
North Carolina
|
-$77K |
| 4 |
FFG
Fortem Financial Group
Palm Desert,
California
|
-$24.8K |
SAMT Hedge Fund Activity: Q1 2023 in Review
19 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in Strategas Macro Thematic Opportunities ETF (SAMT) for Q1 2023, worth a combined $58.6M — up 2.8% from $57M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new SAMT positions and 1 closed out — a net gain of 3 holders — while 10 added to existing stakes and 3 trimmed.
The largest buyer was Baird Financial Group, opening a new position worth an estimated $7.24M. The largest seller was Beaumont Financial Advisors, cutting an estimated $7.23M.
- 19 institutional investors held Strategas Macro Thematic Opportunities ETF (SAMT) as of Q1 2023, up from 16 in Q4 2022.
- Funds reported $58.6M of Strategas Macro Thematic Opportunities ETF stock for Q1 2023, up 2.8% quarter-over-quarter.
- 4 funds opened new Strategas Macro Thematic Opportunities ETF positions in Q1 2023 and 1 closed out, a net change of +3 holders.
- The largest Strategas Macro Thematic Opportunities ETF buyer in Q1 2023 was Baird Financial Group, an estimated $7.24M added.
- The largest Strategas Macro Thematic Opportunities ETF seller in Q1 2023 was Beaumont Financial Advisors, an estimated $7.23M sold.
Based on aggregated 13F filings for Q1 2023.