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Strategas Macro Thematic Opportunities ETF

36 hedge funds and large institutions have $157M invested in Strategas Macro Thematic Opportunities ETF in 2025 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 14 increasing their positions, 9 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
36
Holders Change
+5
Holders Change %
+16.13%
% of All Funds
0.48%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
8
Increased
14
Reduced
9
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BFA
1
Beaumont Financial Advisors
Massachusetts
$45.5M +$24.9M +723,912 +121%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$17.1M +$1.81M +52,471 +12%
TC
3
Trilogy Capital
California
$15M +$4.57M +132,593 +44%
Baird Financial Group
4
Baird Financial Group
Wisconsin
$11.2M -$1.85M -53,750 -14%
TSWM
5
Triangle Securities Wealth Management
North Carolina
$9.53M +$86.2K +2,503 +0.9%
IWS
6
Insight Wealth Strategies
California
$8.22M +$7.81M +231,126 +1,910%
ACA
7
Aptus Capital Advisors
Alabama
$8.13M -$912K -26,484 -10%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$7.56M -$614K -17,827 -8%
ACS
9
Archford Capital Strategies
Illinois
$7.26M +$103K +2,994 +1%
AIA
10
Armor Investment Advisors
North Carolina
$4.58M +$17.8K +518 +0.4%
FCP
11
Fidelis Capital Partners
Florida
$4.52M +$4.21M +117,825 +1,341%
GWM
12
Greenwich Wealth Management
Connecticut
$4.35M +$1.26M +36,638 +41%
FFG
13
Fortem Financial Group
California
$3M -$143K -4,152 -5%
DADC
14
D.A. Davidson & Co
Montana
$1.93M +$1.34M +38,875 +226%
KPWS
15
Kestra Private Wealth Services
Texas
$1.93M +$40.2K +1,168 +2%
CA
16
Cambridge Advisors
Nebraska
$975K -$67.7K -1,966 -6%
CAPTRUST Financial Advisors
17
CAPTRUST Financial Advisors
North Carolina
$849K -$7.92K -230 -0.9%
HighTower Advisors
18
HighTower Advisors
Illinois
$804K +$59.3K +1,721 +8%
MA
19
Mutual Advisors
Nebraska
$591K +$4.67K +131 +0.8%
JIP
20
Jaffetilchin Investment Partners
Florida
$580K -$48.7K -1,415 -8%
Corient Private Wealth
21
Corient Private Wealth
Florida
$566K -$99.4K -2,887 -15%
MAG
22
Mayfair Advisory Group
Alabama
$560K +$125K +3,500 +29%
FT
23
Fiduciary Trust
Massachusetts
$464K
Two Sigma Investments
24
Two Sigma Investments
New York
$423K +$423K +12,300 New
MML Investors Services
25
MML Investors Services
Massachusetts
$310K +$310K +8,999 New