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Strategas Macro Thematic Opportunities ETF
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Overview Fund Activity

22 hedge funds and large institutions have $63.3M invested in Strategas Macro Thematic Opportunities ETF in 2024 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 10 increasing their positions, 5 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
22
Holders Change
-1
Holders Change %
-4.35%
% of All Funds
0.32%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
1
Increased
10
Reduced
5
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Baird Financial Group
1
Baird Financial Group
Wisconsin
$9.04M
2
Stifel Financial
2
Stifel Financial
Missouri
$1.71M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$10.7M
4
AIA
4
Armor Investment Advisors
North Carolina
$3.51M
5
ACA
5
Aptus Capital Advisors
Alabama
$7.17M

Top Sellers

1
Corient Private Wealth
1
Corient Private Wealth
Florida
$0
2
CAPTRUST Financial Advisors
2
CAPTRUST Financial Advisors
North Carolina
$769K
3
TSWM
3
Triangle Securities Wealth Management
North Carolina
$7.9M
4
FFG
4
Fortem Financial Group
California
$2.7M
5
MA
5
Mutual Advisors
Nebraska
$317K
Name Holding Trade Value Shares
Change 		Shares
Change %
BFA
1
Beaumont Financial Advisors
Massachusetts
$11.2M +$49.5K +1,785 +0.4%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$10.7M +$662K +23,870 +7%
Baird Financial Group
3
Baird Financial Group
Wisconsin
$9.04M +$2.21M +79,631 +32%
TSWM
4
Triangle Securities Wealth Management
North Carolina
$7.9M -$17.1K -617 -0.2%
ACA
5
Aptus Capital Advisors
Alabama
$7.17M +$277K +9,990 +4%
ACS
6
Archford Capital Strategies
Illinois
$5.14M +$226K +7,988 +5%
AIA
7
Armor Investment Advisors
North Carolina
$3.51M +$578K +20,834 +20%
FFG
8
Fortem Financial Group
California
$2.7M -$14.6K -526 -0.5%
Stifel Financial
9
Stifel Financial
Missouri
$1.71M +$1.06M +38,151 +164%
GWM
10
Greenwich Wealth Management
Connecticut
$1.01M +$36.7K +1,321 +4%
CA
11
Cambridge Advisors
Nebraska
$820K -$1.25K -45 -0.2%
CAPTRUST Financial Advisors
12
CAPTRUST Financial Advisors
North Carolina
$769K -$94.6K -3,407 -11%
JIP
13
Jaffetilchin Investment Partners
Florida
$569K +$56.8K +2,045 +11%
FT
14
Fiduciary Trust
Massachusetts
$374K – – –
MA
15
Mutual Advisors
Nebraska
$317K -$7.71K -272 -2%
TI
16
Tidal Investments
Wisconsin
$271K +$271K +9,756 New
CIBC Private Wealth Group
17
CIBC Private Wealth Group
Georgia
$57.4K – – –
PA
18
Parallel Advisors
California
$27.8K – – –
UBS Group
19
UBS Group
Switzerland
$15.7K +$15.7K +564 +28,200%
PA
20
PSI Advisors
Florida
$6.22K – – –
CFO
21
CVA Family Office
Colorado
$5.55K – – –
Morgan Stanley
22
Morgan Stanley
New York
$35 – – –
Corient Private Wealth
23
Corient Private Wealth
Florida
– -$809K -30,930 Closed
Osaic Holdings
24
Osaic Holdings
Arizona
– -$3.51K -134 Closed