We are live on ! Find out more
SAMT icon

Strategas Macro Thematic Opportunities ETF
SAMT

40 hedge funds and large institutions have $209M invested in Strategas Macro Thematic Opportunities ETF in 2025 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 22 increasing their positions, 7 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

214% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 7

75% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 4

33% more capital invested

Capital invested by funds: $158M → $209M (+$51.3M)

8% more funds holding

Funds holding: 37 → 40 (+3)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

1.19% less ownership

Funds ownership: 90.36% → 89.17% (-1.2%)

Holders
40
Holders Change
+3
Holders Change %
+8.11%
% of All Funds
0.53%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
7
Increased
22
Reduced
7
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Baird Financial Group
Baird Financial Group
Wisconsin
+$15.7M
2
OCPWS
One Charles Private Wealth Services
Massachusetts
+$5.07M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$5.06M
4
DADC
D.A. Davidson & Co
Montana
+$4.67M
5
GWM
Greenwich Wealth Management
Connecticut
+$2.72M

Top Sellers

1
BFA
Beaumont Financial Advisors
Massachusetts
-$2.19M
2
AIA
Armor Investment Advisors
North Carolina
-$662K
3
TSWM
Triangle Securities Wealth Management
North Carolina
-$512K
4
Two Sigma Investments
Two Sigma Investments
New York
-$423K
5
HF
HRT Financial
New York
-$227K
Name Holding Trade Value Shares
Change 		Change in
Stake
BFA
1
Beaumont Financial Advisors
Massachusetts
$46.9M -$2.19M -61,845 -5%
Baird Financial Group
2
Baird Financial Group
Wisconsin
$28.6M +$15.7M +442,551 +136%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$23.8M +$5.06M +142,838 +29%
TC
4
Trilogy Capital
California
$16.9M +$557K +15,725 +4%
ACS
5
Archford Capital Strategies
Illinois
$10.5M +$2.51M +70,990 +34%
TSWM
6
Triangle Securities Wealth Management
North Carolina
$9.78M -$512K -14,471 -5%
IWS
7
Insight Wealth Strategies
California
$9.07M +$5.66K +160 +0.1%
ACA
8
Aptus Capital Advisors
Alabama
$9.02M +$211K +5,947 +3%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$8.4M +$201K +5,674 +3%
GWM
10
Greenwich Wealth Management
Connecticut
$7.57M +$2.72M +76,814 +61%
DADC
11
D.A. Davidson & Co
Montana
$7.01M +$4.67M +131,978 +235%
FCP
12
Fidelis Capital Partners
Florida
$5.7M +$934K +26,387 +21%
OCPWS
13
One Charles Private Wealth Services
Massachusetts
$5.34M +$5.07M +143,350 New
AIA
14
Armor Investment Advisors
North Carolina
$4.26M -$662K -18,710 -14%
FFG
15
Fortem Financial Group
California
$3.19M -$49K -1,383 -2%
KPWS
16
Kestra Private Wealth Services
Texas
$2.12M +$29.1K +823 +1%
SA
17
Sanctuary Advisors
Indiana
$1.96M +$1.39M +39,288 +296%
MA
18
Mutual Advisors
Nebraska
$1.37M +$688K +19,440 +117%
CA
19
Cambridge Advisors
Nebraska
$1.05M -$2.94K -83 -0.3%
HighTower Advisors
20
HighTower Advisors
Illinois
$1M +$124K +3,496 +15%
CAPTRUST Financial Advisors
21
CAPTRUST Financial Advisors
North Carolina
$995K +$72.1K +2,038 +8%
MAG
22
Mayfair Advisory Group
Alabama
$616K +$28.3K +800 +5%
JIP
23
Jaffetilchin Investment Partners
Florida
$607K -$19.6K -555 -3%
Corient Private Wealth
24
Corient Private Wealth
Florida
$531K -$77.7K -2,195 -13%
FT
25
Fiduciary Trust
Massachusetts
$502K – – –
1
2

SAMT Hedge Fund Activity: Q3 2025 in Review

40 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Strategas Macro Thematic Opportunities ETF (SAMT) for Q3 2025, worth a combined $209M — up 33% from $158M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new SAMT positions and 4 closed out — a net gain of 3 holders — while 22 added to existing stakes and 7 trimmed.

The largest buyer was Baird Financial Group, adding an estimated $15.7M. The largest seller was Beaumont Financial Advisors, cutting an estimated $2.19M.

  • 40 institutional investors held Strategas Macro Thematic Opportunities ETF (SAMT) as of Q3 2025, up from 37 in Q2 2025.
  • Funds reported $209M of Strategas Macro Thematic Opportunities ETF stock for Q3 2025, up 33% quarter-over-quarter.
  • 7 funds opened new Strategas Macro Thematic Opportunities ETF positions in Q3 2025 and 4 closed out, a net change of +3 holders.
  • The largest Strategas Macro Thematic Opportunities ETF buyer in Q3 2025 was Baird Financial Group, an estimated $15.7M added.
  • The largest Strategas Macro Thematic Opportunities ETF seller in Q3 2025 was Beaumont Financial Advisors, an estimated $2.19M sold.

Based on aggregated 13F filings for Q3 2025.