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Strategas Macro Thematic Opportunities ETF
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Overview Fund Activity

16 hedge funds and large institutions have $52.6M invested in Strategas Macro Thematic Opportunities ETF in 2023 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 7 increasing their positions, 8 reducing their positions, and 4 closing their positions.

Holders
16
Holders Change
-4
Holders Change %
-20%
% of All Funds
0.26%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
1
Increased
7
Reduced
8
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ACA
1
Aptus Capital Advisors
Alabama
$5.81M
2
Baird Financial Group
2
Baird Financial Group
Wisconsin
$7.64M
3
FT
3
Fiduciary Trust
Massachusetts
$325K
4
GWM
4
Greenwich Wealth Management
Connecticut
$808K
5
TSWM
5
Triangle Securities Wealth Management
North Carolina
$6.11M

Top Sellers

1
ST
1
Sageworth Trust
Pennsylvania
$0
2
BFA
2
Beaumont Financial Advisors
Massachusetts
$9.84M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$9.58M
4
ACS
4
Archford Capital Strategies
Illinois
$3.6M
5
FFG
5
Fortem Financial Group
California
$2.45M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFA
1
Beaumont Financial Advisors
Massachusetts
$9.84M -$696K -31,057 -7%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$9.58M -$261K -11,643 -3%
Baird Financial Group
3
Baird Financial Group
Wisconsin
$7.64M +$416K +18,542 +6%
TSWM
4
Triangle Securities Wealth Management
North Carolina
$6.11M +$113K +5,047 +2%
ACA
5
Aptus Capital Advisors
Alabama
$5.81M +$589K +26,265 +11%
ACS
6
Archford Capital Strategies
Illinois
$3.6M -$35.3K -1,574 -1%
Corient Private Wealth
7
Corient Private Wealth
Florida
$2.54M -$5.36K -239 -0.2%
FFG
8
Fortem Financial Group
California
$2.45M -$29.8K -1,331 -1%
AIA
9
Armor Investment Advisors
North Carolina
$1.95M +$85.8K +3,826 +5%
CA
10
Cambridge Advisors
Nebraska
$869K -$12.2K -545 -1%
GWM
11
Greenwich Wealth Management
Connecticut
$808K +$293K +13,085 +57%
CAPTRUST Financial Advisors
12
CAPTRUST Financial Advisors
North Carolina
$742K +$5.09K +227 +0.7%
FT
13
Fiduciary Trust
Massachusetts
$325K +$325K +14,480 New
JIP
14
Jaffetilchin Investment Partners
Florida
$264K -$29.4K -1,311 -10%
PA
15
Parallel Advisors
California
$44.5K +$28.4K +1,268 +177%
UBS Group
16
UBS Group
Switzerland
$21K -$6.62K -295 -24%
ST
17
Sageworth Trust
Pennsylvania
– -$4.67M -200,314 Closed
AA
18
Ancora Advisors
Ohio
– -$21.7K -929 Closed
GGI
19
Godsey & Gibb Inc
Virginia
– -$4.67K -200 Closed
Wells Fargo
20
Wells Fargo
California
– -$3.31K -142 Closed