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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
+3
Holders Change %
+10.71%
% of All Funds
0.42%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
6
Increased
13
Reduced
5
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BFA
1
Beaumont Financial Advisors
Massachusetts
$17.4M +$6.01M +206,008 +53%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$13M +$1.09M +37,191 +9%
Baird Financial Group
3
Baird Financial Group
Wisconsin
$11M +$892K +30,564 +9%
TC
4
Trilogy Capital
California
$8.88M +$8.88M +304,049 New
TSWM
5
Triangle Securities Wealth Management
North Carolina
$8.01M -$164K -5,608 -2%
ACA
6
Aptus Capital Advisors
Alabama
$7.67M +$165K +5,663 +2%
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$6.93M +$6.93M +237,470 New
ACS
8
Archford Capital Strategies
Illinois
$6.07M +$469K +16,057 +8%
AIA
9
Armor Investment Advisors
North Carolina
$3.87M +$13.2K +453 +0.3%
FFG
10
Fortem Financial Group
California
$2.66M -$47.7K -1,635 -2%
GWM
11
Greenwich Wealth Management
Connecticut
$2.62M +$1.4M +47,994 +115%
KPWS
12
Kestra Private Wealth Services
Texas
$1.6M +$222K +7,587 +16%
CA
13
Cambridge Advisors
Nebraska
$884K +$10.9K +373 +1%
CAPTRUST Financial Advisors
14
CAPTRUST Financial Advisors
North Carolina
$727K -$76.1K -2,608 -9%
HighTower Advisors
15
HighTower Advisors
Illinois
$631K +$96.4K +3,301 +18%
Corient Private Wealth
16
Corient Private Wealth
Florida
$565K -$104K -3,552 -16%
JIP
17
Jaffetilchin Investment Partners
Florida
$533K -$37.3K -1,278 -7%
DADC
18
D.A. Davidson & Co
Montana
$503K +$503K +17,224 New
MA
19
Mutual Advisors
Nebraska
$482K +$45.8K +1,560 +10%
FT
20
Fiduciary Trust
Massachusetts
$393K
MAG
21
Mayfair Advisory Group
Alabama
$357K +$124K +4,260 +53%
IWS
22
Insight Wealth Strategies
California
$353K +$353K +12,098 New
FCP
23
Fidelis Capital Partners
Florida
$258K +$59.1K +2,012 +30%
Bank of America
24
Bank of America
North Carolina
$78.3K +$78.3K +2,683 New
CIBC Private Wealth Group
25
CIBC Private Wealth Group
Georgia
$56K