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Strategas Macro Thematic Opportunities ETF
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Overview Fund Activity

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.

Holders
20
Holders Change
+1
Holders Change %
+5.26%
% of All Funds
0.32%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
2
Increased
8
Reduced
6
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GWM
1
Greenwich Wealth Management
Connecticut
$535K
2
ACS
2
Archford Capital Strategies
Illinois
$3.82M
3
AIA
3
Armor Investment Advisors
North Carolina
$1.94M
4
TSWM
4
Triangle Securities Wealth Management
North Carolina
$6.24M
5
Baird Financial Group
5
Baird Financial Group
Wisconsin
$7.51M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$10.2M
2
BFA
2
Beaumont Financial Advisors
Massachusetts
$11M
3
JIP
3
Jaffetilchin Investment Partners
Florida
$306K
4
Corient Private Wealth
4
Corient Private Wealth
Florida
$2.65M
5
MCM
5
McMillion Capital Management
North Carolina
$1.48M
Name Market Value Shares Shares
Change 		Shares
Change %
BFA
1
Beaumont Financial Advisors
Massachusetts
$11M 469,950 -25,322 -5%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$10.2M 438,847 -57,125 -12%
Baird Financial Group
3
Baird Financial Group
Wisconsin
$7.51M 322,048 +2,193 +0.7%
TSWM
4
Triangle Securities Wealth Management
North Carolina
$6.24M 267,464 +3,298 +1%
ACA
5
Aptus Capital Advisors
Alabama
$5.43M 232,772 +387 +0.2%
ST
6
Sageworth Trust
Pennsylvania
$4.67M 200,314 – –
ACS
7
Archford Capital Strategies
Illinois
$3.82M 161,973 +9,444 +6%
Corient Private Wealth
8
Corient Private Wealth
Florida
$2.65M 113,507 -2,729 -2%
FFG
9
Fortem Financial Group
California
$2.58M 110,511 -1,240 -1%
AIA
10
Armor Investment Advisors
North Carolina
$1.94M 83,291 +8,603 +12%
MCM
11
McMillion Capital Management
North Carolina
$1.48M 63,600 -2,000 -3%
CA
12
Cambridge Advisors
Nebraska
$917K 39,312 +1,330 +4%
CAPTRUST Financial Advisors
13
CAPTRUST Financial Advisors
North Carolina
$767K 32,850 +1,805 +6%
GWM
14
Greenwich Wealth Management
Connecticut
$535K 22,949 +22,949 New
JIP
15
Jaffetilchin Investment Partners
Florida
$306K 13,099 -6,673 -34%
UBS Group
16
UBS Group
Switzerland
$28.7K 1,232 +42 +4%
AA
17
Ancora Advisors
Ohio
$21.7K 929 – –
PA
18
Parallel Advisors
California
$16.7K 716 – –
GGI
19
Godsey & Gibb Inc
Virginia
$4.67K 200 +200 New
Wells Fargo
20
Wells Fargo
California
$3.31K 142 – –
PCA
21
Providence Capital Advisors
North Carolina
– – -1,640 Closed
CFGS
22
Concourse Financial Group Securities
Alabama
– – – –