Strategas Macro Thematic Opportunities ETF
SAMT
21 hedge funds and large institutions have $55.9M invested in Strategas Macro Thematic Opportunities ETF in 2024 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 7 increasing their positions, 9 reducing their positions, and closing their positions.
24% more funds holding
Funds holding: 17 → 21 (+4)
3% more capital invested
Capital invested by funds: $54.4M → $55.9M (+$1.49M)
0.87% less ownership
Funds ownership: 84.66% → 83.79% (-0.87%)
22% less repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MA
Mutual Advisors
Omaha,
Nebraska
|
+$235K |
| 2 |
ACA
Aptus Capital Advisors
Fairhope,
Alabama
|
+$229K |
| 3 |
JIP
Jaffetilchin Investment Partners
Tampa,
Florida
|
+$156K |
| 4 |
AIA
Armor Investment Advisors
Raleigh,
North Carolina
|
+$147K |
| 5 |
ACS
Archford Capital Strategies
Swansea,
Illinois
|
+$122K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$2.41M |
| 2 |
Corient Private Wealth
Miami,
Florida
|
-$1.24M |
| 3 |
Baird Financial Group
Milwaukee,
Wisconsin
|
-$719K |
| 4 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
-$253K |
| 5 |
FFG
Fortem Financial Group
Palm Desert,
California
|
-$149K |
SAMT Hedge Fund Activity: Q1 2024 in Review
21 of the 6,958 institutional investors tracked by Wall St. Rank reported a position in Strategas Macro Thematic Opportunities ETF (SAMT) for Q1 2024, worth a combined $55.9M — up 2.7% from $54.4M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new SAMT positions and 0 closed out — a net gain of 4 holders — while 7 added to existing stakes and 9 trimmed.
The largest buyer was Mutual Advisors, opening a new position worth an estimated $235K. The largest seller was Envestnet Asset Management, cutting an estimated $2.41M.
- 21 institutional investors held Strategas Macro Thematic Opportunities ETF (SAMT) as of Q1 2024, up from 17 in Q4 2023.
- Funds reported $55.9M of Strategas Macro Thematic Opportunities ETF stock for Q1 2024, up 2.7% quarter-over-quarter.
- 4 funds opened new Strategas Macro Thematic Opportunities ETF positions in Q1 2024 and 0 closed out, a net change of +4 holders.
- The largest Strategas Macro Thematic Opportunities ETF buyer in Q1 2024 was Mutual Advisors, an estimated $235K added.
- The largest Strategas Macro Thematic Opportunities ETF seller in Q1 2024 was Envestnet Asset Management, an estimated $2.41M sold.
Based on aggregated 13F filings for Q1 2024.