Strategas Macro Thematic Opportunities ETF
SAMT
51 hedge funds and large institutions have $316M invested in Strategas Macro Thematic Opportunities ETF in 2025 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 24 increasing their positions, 9 reducing their positions, and 1 closing their positions.
1,100% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 1
167% more repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 9
100% more funds holding in top 10
Funds holding in top 10: 2 → 4 (+2)
51% more capital invested
Capital invested by funds: $209M → $316M (+$107M)
28% more funds holding
Funds holding: 40 → 51 (+11)
0.3% more ownership
Funds ownership: 89.17% → 89.47% (+0.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MCM
Mainstay Capital Management
Grand Blanc,
Michigan
|
+$73.7M |
| 2 |
MAG
Members Advisory Group
Williamsville,
New York
|
+$6.63M |
| 3 |
OCPWS
One Charles Private Wealth Services
Hingham,
Massachusetts
|
+$5.12M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$4.13M |
| 5 |
AO
Advisor OS
Chicago,
Illinois
|
+$3.04M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
-$8.63M |
| 2 |
Corient Private Wealth
Miami,
Florida
|
-$531K |
| 3 |
AIA
Armor Investment Advisors
Raleigh,
North Carolina
|
-$299K |
| 4 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
-$213K |
| 5 |
TSWM
Triangle Securities Wealth Management
Raleigh,
North Carolina
|
-$89.1K |
SAMT Hedge Fund Activity: Q4 2025 in Review
51 of the 8,270 institutional investors tracked by Wall St. Rank reported a position in Strategas Macro Thematic Opportunities ETF (SAMT) for Q4 2025, worth a combined $316M — up 51% from $209M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new SAMT positions and 1 closed out — a net gain of 11 holders — while 24 added to existing stakes and 9 trimmed.
The largest buyer was Mainstay Capital Management, opening a new position worth an estimated $73.7M. The largest seller was Beaumont Financial Advisors, cutting an estimated $8.63M.
- 51 institutional investors held Strategas Macro Thematic Opportunities ETF (SAMT) as of Q4 2025, up from 40 in Q3 2025.
- Funds reported $316M of Strategas Macro Thematic Opportunities ETF stock for Q4 2025, up 51% quarter-over-quarter.
- 12 funds opened new Strategas Macro Thematic Opportunities ETF positions in Q4 2025 and 1 closed out, a net change of +11 holders.
- The largest Strategas Macro Thematic Opportunities ETF buyer in Q4 2025 was Mainstay Capital Management, an estimated $73.7M added.
- The largest Strategas Macro Thematic Opportunities ETF seller in Q4 2025 was Beaumont Financial Advisors, an estimated $8.63M sold.
Based on aggregated 13F filings for Q4 2025.