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.
851% more capital inflows, than outflows
Capital inflows: $40.7M | Capital outflows: $4.27M
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
8% more funds holding
Funds holding: 37 → 40 (+3)
2.9% more ownership
Funds ownership: 86.27% → 89.17% (+2.9%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Baird Financial Group
Milwaukee,
Wisconsin
|
+$15.7M |
| 2 |
One Charles Private Wealth Services
Hingham,
Massachusetts
|
+$5.07M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$5.06M |
| 4 |
D.A. Davidson & Co
Great Falls,
Montana
|
+$4.67M |
| 5 |
Greenwich Wealth Management
Greenwich,
Connecticut
|
+$2.72M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Beaumont Financial Advisors
Needham,
Massachusetts
|
-$2.19M |
| 2 |
Armor Investment Advisors
Raleigh,
North Carolina
|
-$662K |
| 3 |
Triangle Securities Wealth Management
Raleigh,
North Carolina
|
-$512K |
| 4 |
Two Sigma Investments
New York
|
-$423K |
| 5 |
HRT Financial
New York
|
-$227K |
SAMT Hedge Fund Activity: Q3 2025 in Review
40 of the 7,650 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.