Strategas Macro Thematic Opportunities ETF
SAMT
37 hedge funds and large institutions have $158M invested in Strategas Macro Thematic Opportunities ETF in 2025 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 14 increasing their positions, 9 reducing their positions, and 3 closing their positions.
200% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 3
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
65% more capital invested
Capital invested by funds: $95.6M → $158M (+$62.2M)
56% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 9
19% more funds holding
Funds holding: 31 → 37 (+6)
9.69% more ownership
Funds ownership: 80.67% → 90.36% (+9.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
+$22.5M |
| 2 |
IWS
Insight Wealth Strategies
San Ramon,
California
|
+$7.17M |
| 3 |
TC
Trilogy Capital
Irvine,
California
|
+$4.11M |
| 4 |
FCP
Fidelis Capital Partners
Tampa,
Florida
|
+$3.66M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$1.63M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Baird Financial Group
Milwaukee,
Wisconsin
|
-$1.67M |
| 2 |
ACA
Aptus Capital Advisors
Fairhope,
Alabama
|
-$822K |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$553K |
| 4 |
FFG
Fortem Financial Group
Palm Desert,
California
|
-$129K |
| 5 |
Corient Private Wealth
Miami,
Florida
|
-$89.6K |
SAMT Hedge Fund Activity: Q2 2025 in Review
37 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Strategas Macro Thematic Opportunities ETF (SAMT) for Q2 2025, worth a combined $158M — up 65% from $95.6M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new SAMT positions and 3 closed out — a net gain of 6 holders — while 14 added to existing stakes and 9 trimmed.
The largest buyer was Beaumont Financial Advisors, adding an estimated $22.5M. The largest seller was Baird Financial Group, cutting an estimated $1.67M.
- 37 institutional investors held Strategas Macro Thematic Opportunities ETF (SAMT) as of Q2 2025, up from 31 in Q1 2025.
- Funds reported $158M of Strategas Macro Thematic Opportunities ETF stock for Q2 2025, up 65% quarter-over-quarter.
- 9 funds opened new Strategas Macro Thematic Opportunities ETF positions in Q2 2025 and 3 closed out, a net change of +6 holders.
- The largest Strategas Macro Thematic Opportunities ETF buyer in Q2 2025 was Beaumont Financial Advisors, an estimated $22.5M added.
- The largest Strategas Macro Thematic Opportunities ETF seller in Q2 2025 was Baird Financial Group, an estimated $1.67M sold.
Based on aggregated 13F filings for Q2 2025.