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Strategas Macro Thematic Opportunities ETF

23 hedge funds and large institutions have $55.4M invested in Strategas Macro Thematic Opportunities ETF in 2024 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 6 increasing their positions, 10 reducing their positions, and 2 closing their positions.

Holders
23
Holders Change
+2
Holders Change %
+9.52%
% of All Funds
0.33%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
4
Increased
6
Reduced
10
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BFA
1
Beaumont Financial Advisors
Massachusetts
$10.5M -$279K -10,648 -3%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$9.47M +$701K +26,795 +8%
TSWM
3
Triangle Securities Wealth Management
North Carolina
$7.47M +$88.8K +3,392 +1%
ACA
4
Aptus Capital Advisors
Alabama
$6.5M -$90.9K -3,472 -1%
Baird Financial Group
5
Baird Financial Group
Wisconsin
$6.44M -$2.02M -77,304 -24%
ACS
6
Archford Capital Strategies
Illinois
$4.54M +$134K +5,129 +3%
AIA
7
Armor Investment Advisors
North Carolina
$2.76M +$195K +7,442 +8%
FFG
8
Fortem Financial Group
California
$2.56M -$124K -4,733 -5%
GWM
9
Greenwich Wealth Management
Connecticut
$917K -$15.2K -580 -2%
CAPTRUST Financial Advisors
10
CAPTRUST Financial Advisors
North Carolina
$815K +$37.4K +1,430 +5%
Corient Private Wealth
11
Corient Private Wealth
Florida
$809K -$661K -25,269 -45%
CA
12
Cambridge Advisors
Nebraska
$775K -$6.41K -245 -0.8%
Stifel Financial
13
Stifel Financial
Missouri
$610K +$610K +23,293 New
JIP
14
Jaffetilchin Investment Partners
Florida
$483K -$8.69K -332 -2%
FT
15
Fiduciary Trust
Massachusetts
$352K
MA
16
Mutual Advisors
Nebraska
$298K +$46.4K +1,784 +18%
CIBC Private Wealth Group
17
CIBC Private Wealth Group
Georgia
$54.8K
PA
18
Parallel Advisors
California
$26.2K -$5.23K -200 -17%
PA
19
PSI Advisors
Florida
$5.86K +$5.86K +224 New
CFO
20
CVA Family Office
Colorado
$5.23K +$5.23K +200 New
Osaic Holdings
21
Osaic Holdings
Arizona
$3.51K +$3.51K +134 New
UBS Group
22
UBS Group
Switzerland
$52 -$7.05K -271 -99%
Morgan Stanley
23
Morgan Stanley
New York
$33
HIC
24
Holderness Investments Company
North Carolina
-$860K -33,900 Closed
Wells Fargo
25
Wells Fargo
California
-$19.5K -767 Closed