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Strategas Macro Thematic Opportunities ETF

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.

New
Increased
Maintained
Reduced
Closed
Holders
21
Holders Change
+4
Holders Change %
+23.53%
% of All Funds
0.3%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
4
Increased
7
Reduced
9
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BFA
1
Beaumont Financial Advisors
Massachusetts
$10.4M -$264K -10,404 -2%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$8.5M -$2.51M -98,998 -23%
Baird Financial Group
3
Baird Financial Group
Wisconsin
$8.21M -$750K -29,562 -8%
TSWM
4
Triangle Securities Wealth Management
North Carolina
$7.15M +$68.3K +2,689 +1%
ACA
5
Aptus Capital Advisors
Alabama
$6.39M +$239K +9,403 +4%
ACS
6
Archford Capital Strategies
Illinois
$4.28M +$127K +5,003 +3%
FFG
7
Fortem Financial Group
California
$2.61M -$155K -6,124 -6%
AIA
8
Armor Investment Advisors
North Carolina
$2.49M +$154K +6,050 +7%
Corient Private Wealth
9
Corient Private Wealth
Florida
$1.43M -$1.29M -50,796 -47%
GWM
10
Greenwich Wealth Management
Connecticut
$904K -$36.4K -1,435 -4%
HIC
11
Holderness Investments Company
North Carolina
$860K
CA
12
Cambridge Advisors
Nebraska
$758K -$34.2K -1,349 -4%
CAPTRUST Financial Advisors
13
CAPTRUST Financial Advisors
North Carolina
$754K +$3.68K +145 +0.5%
JIP
14
Jaffetilchin Investment Partners
Florida
$477K +$163K +6,421 +52%
FT
15
Fiduciary Trust
Massachusetts
$342K -$25.8K -1,015 -7%
MA
16
Mutual Advisors
Nebraska
$245K +$245K +9,670 New
CIBC Private Wealth Group
17
CIBC Private Wealth Group
Georgia
$52.8K +$52.8K +2,070 New
PA
18
Parallel Advisors
California
$30.5K +$27.9K +1,100 +1,100%
Wells Fargo
19
Wells Fargo
California
$19.5K +$19.5K +767 New
UBS Group
20
UBS Group
Switzerland
$6.93K -$50.5K -1,988 -88%
Morgan Stanley
21
Morgan Stanley
New York
$32 +$32 +1 New