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Strategas Macro Thematic Opportunities ETF

31 hedge funds and large institutions have $95.6M invested in Strategas Macro Thematic Opportunities ETF in 2025 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 13 increasing their positions, 5 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
31
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BFA
1
Beaumont Financial Advisors
Massachusetts
$17.4M
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$13M
Baird Financial Group
3
Baird Financial Group
Wisconsin
$11M
TC
4
Trilogy Capital
California
$8.88M
TSWM
5
Triangle Securities Wealth Management
North Carolina
$8.01M
ACA
6
Aptus Capital Advisors
Alabama
$7.67M
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$6.93M
ACS
8
Archford Capital Strategies
Illinois
$6.07M
AIA
9
Armor Investment Advisors
North Carolina
$3.87M
FFG
10
Fortem Financial Group
California
$2.66M
GWM
11
Greenwich Wealth Management
Connecticut
$2.62M
KPWS
12
Kestra Private Wealth Services
Texas
$1.6M
CA
13
Cambridge Advisors
Nebraska
$884K
CAPTRUST Financial Advisors
14
CAPTRUST Financial Advisors
North Carolina
$727K
HighTower Advisors
15
HighTower Advisors
Illinois
$631K
Corient Private Wealth
16
Corient Private Wealth
Florida
$565K
JIP
17
Jaffetilchin Investment Partners
Florida
$533K
DADC
18
D.A. Davidson & Co
Montana
$503K
MA
19
Mutual Advisors
Nebraska
$482K
FT
20
Fiduciary Trust
Massachusetts
$393K
MAG
21
Mayfair Advisory Group
Alabama
$357K
IWS
22
Insight Wealth Strategies
California
$353K
FCP
23
Fidelis Capital Partners
Florida
$258K
Bank of America
24
Bank of America
North Carolina
$78.3K
CIBC Private Wealth Group
25
CIBC Private Wealth Group
Georgia
$56K