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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
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BFA
1
Beaumont Financial Advisors
Massachusetts
$45.5M
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$17.1M
TC
3
Trilogy Capital
California
$15M
Baird Financial Group
4
Baird Financial Group
Wisconsin
$11.2M
TSWM
5
Triangle Securities Wealth Management
North Carolina
$9.53M
IWS
6
Insight Wealth Strategies
California
$8.22M
ACA
7
Aptus Capital Advisors
Alabama
$8.13M
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$7.56M
ACS
9
Archford Capital Strategies
Illinois
$7.26M
AIA
10
Armor Investment Advisors
North Carolina
$4.58M
FCP
11
Fidelis Capital Partners
Florida
$4.52M
GWM
12
Greenwich Wealth Management
Connecticut
$4.35M
FFG
13
Fortem Financial Group
California
$3M
DADC
14
D.A. Davidson & Co
Montana
$1.93M
KPWS
15
Kestra Private Wealth Services
Texas
$1.93M
CA
16
Cambridge Advisors
Nebraska
$975K
CAPTRUST Financial Advisors
17
CAPTRUST Financial Advisors
North Carolina
$849K
HighTower Advisors
18
HighTower Advisors
Illinois
$804K
MA
19
Mutual Advisors
Nebraska
$591K
JIP
20
Jaffetilchin Investment Partners
Florida
$580K
Corient Private Wealth
21
Corient Private Wealth
Florida
$566K
MAG
22
Mayfair Advisory Group
Alabama
$560K
FT
23
Fiduciary Trust
Massachusetts
$464K
Two Sigma Investments
24
Two Sigma Investments
New York
$423K
MML Investors Services
25
MML Investors Services
Massachusetts
$310K