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Strategas Macro Thematic Opportunities ETF
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Overview Fund Activity

17 hedge funds and large institutions have $54.4M invested in Strategas Macro Thematic Opportunities ETF in 2023 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 8 increasing their positions, 7 reducing their positions, and 0 closing their positions.

Holders
17
Holders Change
+1
Holders Change %
+6.25%
% of All Funds
0.25%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
1
Increased
8
Reduced
7
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HIC
1
Holderness Investments Company
North Carolina
$781K
2
Baird Financial Group
2
Baird Financial Group
Wisconsin
$8.14M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$10M
4
TSWM
4
Triangle Securities Wealth Management
North Carolina
$6.44M
5
AIA
5
Armor Investment Advisors
North Carolina
$2.12M

Top Sellers

1
BFA
1
Beaumont Financial Advisors
Massachusetts
$9.71M
2
ACA
2
Aptus Capital Advisors
Alabama
$5.59M
3
CA
3
Cambridge Advisors
Nebraska
$719K
4
Corient Private Wealth
4
Corient Private Wealth
Florida
$2.47M
5
CAPTRUST Financial Advisors
5
CAPTRUST Financial Advisors
North Carolina
$681K
Name Market Value Shares Shares
Change 		Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$10M 433,957 +6,753 +2%
BFA
2
Beaumont Financial Advisors
Massachusetts
$9.71M 421,116 -17,777 -4%
Baird Financial Group
3
Baird Financial Group
Wisconsin
$8.14M 353,028 +12,438 +4%
TSWM
4
Triangle Securities Wealth Management
North Carolina
$6.44M 279,196 +6,685 +2%
ACA
5
Aptus Capital Advisors
Alabama
$5.59M 242,459 -16,578 -6%
ACS
6
Archford Capital Strategies
Illinois
$3.77M 163,479 +3,080 +2%
FFG
7
Fortem Financial Group
California
$2.51M 108,800 -380 -0.3%
Corient Private Wealth
8
Corient Private Wealth
Florida
$2.47M 106,995 -6,273 -6%
AIA
9
Armor Investment Advisors
North Carolina
$2.12M 91,991 +4,874 +6%
GWM
10
Greenwich Wealth Management
Connecticut
$854K 37,057 +1,023 +3%
HIC
11
Holderness Investments Company
North Carolina
$781K 33,900 +33,900 New
CA
12
Cambridge Advisors
Nebraska
$719K 31,202 -7,565 -20%
CAPTRUST Financial Advisors
13
CAPTRUST Financial Advisors
North Carolina
$681K 29,552 -3,525 -11%
FT
14
Fiduciary Trust
Massachusetts
$334K 14,480 – –
JIP
15
Jaffetilchin Investment Partners
Florida
$285K 12,363 +575 +5%
UBS Group
16
UBS Group
Switzerland
$52.1K 2,261 +1,324 +141%
PA
17
Parallel Advisors
California
$2.31K 100 -1,884 -95%
CFGS
18
Concourse Financial Group Securities
Alabama
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