Strategas Macro Thematic Opportunities ETF
SAMT
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.
14% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 7
6% more funds holding
Funds holding: 16 → 17 (+1)
3.22% more ownership
Funds ownership: 81.43% → 84.66% (+3.2%)
4% more capital invested
Capital invested by funds: $52.6M → $54.4M (+$1.85M)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HIC
Holderness Investments Company
Greensboro,
North Carolina
|
+$775K |
| 2 |
Baird Financial Group
Milwaukee,
Wisconsin
|
+$284K |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$154K |
| 4 |
TSWM
Triangle Securities Wealth Management
Raleigh,
North Carolina
|
+$153K |
| 5 |
AIA
Armor Investment Advisors
Raleigh,
North Carolina
|
+$111K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
-$407K |
| 2 |
ACA
Aptus Capital Advisors
Fairhope,
Alabama
|
-$379K |
| 3 |
CA
Cambridge Advisors
Omaha,
Nebraska
|
-$173K |
| 4 |
Corient Private Wealth
Miami,
Florida
|
-$143K |
| 5 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
-$80.6K |
SAMT Hedge Fund Activity: Q4 2023 in Review
17 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Strategas Macro Thematic Opportunities ETF (SAMT) for Q4 2023, worth a combined $54.4M — up 3.5% from $52.6M a quarter earlier.
Buyers outnumbered sellers: 1 fund opened new SAMT positions and 0 closed out — a net gain of 1 holder — while 8 added to existing stakes and 7 trimmed.
The largest buyer was Holderness Investments Company, opening a new position worth an estimated $775K. The largest seller was Beaumont Financial Advisors, cutting an estimated $407K.
- 17 institutional investors held Strategas Macro Thematic Opportunities ETF (SAMT) as of Q4 2023, up from 16 in Q3 2023.
- Funds reported $54.4M of Strategas Macro Thematic Opportunities ETF stock for Q4 2023, up 3.5% quarter-over-quarter.
- 1 fund opened new Strategas Macro Thematic Opportunities ETF positions in Q4 2023 and 0 closed out, a net change of +1 holder.
- The largest Strategas Macro Thematic Opportunities ETF buyer in Q4 2023 was Holderness Investments Company, an estimated $775K added.
- The largest Strategas Macro Thematic Opportunities ETF seller in Q4 2023 was Beaumont Financial Advisors, an estimated $407K sold.
Based on aggregated 13F filings for Q4 2023.