Strategas Macro Thematic Opportunities ETF
SAMT
20 hedge funds and large institutions have $60.1M invested in Strategas Macro Thematic Opportunities ETF in 2023 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 8 increasing their positions, 6 reducing their positions, and 1 closing their positions.
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
33% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 6
5% more funds holding
Funds holding: 19 → 20 (+1)
3.17% more ownership
Funds ownership: 80.19% → 83.36% (+3.2%)
3% more capital invested
Capital invested by funds: $58.6M → $60.1M (+$1.57M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GWM
Greenwich Wealth Management
Greenwich,
Connecticut
|
+$517K |
| 2 |
ACS
Archford Capital Strategies
Swansea,
Illinois
|
+$213K |
| 3 |
AIA
Armor Investment Advisors
Raleigh,
North Carolina
|
+$194K |
| 4 |
TSWM
Triangle Securities Wealth Management
Raleigh,
North Carolina
|
+$74.3K |
| 5 |
Baird Financial Group
Milwaukee,
Wisconsin
|
+$49.4K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$1.29M |
| 2 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
-$570K |
| 3 |
JIP
Jaffetilchin Investment Partners
Tampa,
Florida
|
-$150K |
| 4 |
Corient Private Wealth
Miami,
Florida
|
-$61.5K |
| 5 |
MCM
McMillion Capital Management
Greensboro,
North Carolina
|
-$45K |
SAMT Hedge Fund Activity: Q2 2023 in Review
20 of the 6,383 institutional investors tracked by Wall St. Rank reported a position in Strategas Macro Thematic Opportunities ETF (SAMT) for Q2 2023, worth a combined $60.1M — up 2.7% from $58.6M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new SAMT positions and 1 closed out — a net gain of 1 holder — while 8 added to existing stakes and 6 trimmed.
The largest buyer was Greenwich Wealth Management, opening a new position worth an estimated $517K. The largest seller was Envestnet Asset Management, cutting an estimated $1.29M.
- 20 institutional investors held Strategas Macro Thematic Opportunities ETF (SAMT) as of Q2 2023, up from 19 in Q1 2023.
- Funds reported $60.1M of Strategas Macro Thematic Opportunities ETF stock for Q2 2023, up 2.7% quarter-over-quarter.
- 2 funds opened new Strategas Macro Thematic Opportunities ETF positions in Q2 2023 and 1 closed out, a net change of +1 holder.
- The largest Strategas Macro Thematic Opportunities ETF buyer in Q2 2023 was Greenwich Wealth Management, an estimated $517K added.
- The largest Strategas Macro Thematic Opportunities ETF seller in Q2 2023 was Envestnet Asset Management, an estimated $1.29M sold.
Based on aggregated 13F filings for Q2 2023.