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Strategas Macro Thematic Opportunities ETF

52 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, 10 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 10

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

51% more capital invested

Capital invested by funds: $209M → $316M (+$107M)

30% more funds holding

Funds holding: 4052 (+12)

0.42% more ownership

Funds ownership: 89.17%89.58% (+0.42%)

Holders
52
Holders Change
+12
Holders Change %
+30%
% of All Funds
0.63%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
12
Increased
24
Reduced
10
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MCM
1
Mainstay Capital Management
Michigan
$74.6M +$73.7M +1,937,455 New
BFA
2
Beaumont Financial Advisors
Massachusetts
$39.7M -$8.63M -227,005 -18%
Baird Financial Group
3
Baird Financial Group
Wisconsin
$30.7M +$1.15M +30,179 +4%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$28.8M +$4.13M +108,544 +17%
TC
5
Trilogy Capital
California
$18.1M +$635K +16,715 +4%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$11.4M +$2.73M +71,777 +32%
ACS
7
Archford Capital Strategies
Illinois
$11.2M +$330K +8,689 +3%
OCPWS
8
One Charles Private Wealth Services
Massachusetts
$10.7M +$5.12M +134,733 +94%
GWM
9
Greenwich Wealth Management
Connecticut
$10.2M +$2.36M +62,172 +31%
TSWM
10
Triangle Securities Wealth Management
North Carolina
$10M -$89.1K -2,344 -0.9%
IWS
11
Insight Wealth Strategies
California
$9.49M +$115K +3,036 +1%
ACA
12
Aptus Capital Advisors
Alabama
$9.28M -$39.9K -1,049 -0.4%
DADC
13
D.A. Davidson & Co
Montana
$7.72M +$476K +12,511 +7%
MAG
14
Members Advisory Group
New York
$6.71M +$6.63M +174,288 New
FCP
15
Fidelis Capital Partners
Florida
$6.46M +$557K +14,650 +10%
AIA
16
Armor Investment Advisors
North Carolina
$4.1M -$299K -7,864 -7%
FFG
17
Fortem Financial Group
California
$3.25M -$45.1K -1,187 -1%
AO
18
Advisor OS
Illinois
$3.08M +$3.04M +79,983 New
MA
19
MJP Associates
Connecticut
$3.08M +$3.04M +79,983 New
KPWS
20
Kestra Private Wealth Services
Texas
$2.37M +$182K +4,778 +8%
SA
21
Sanctuary Advisors
Indiana
$2.17M +$142K +3,737 +7%
CA
22
Cambridge Advisors
Nebraska
$1.69M +$593K +15,604 +55%
MA
23
Mutual Advisors
Nebraska
$1.41M +$20.1K +530 +1%
HighTower Advisors
24
HighTower Advisors
Illinois
$1.27M +$235K +6,180 +23%
CAPTRUST Financial Advisors
25
CAPTRUST Financial Advisors
North Carolina
$812K -$213K -5,613 -21%

SAMT Hedge Fund Activity: Q4 2025 in Review

52 of the 8,223 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 0 closed out — a net gain of 12 holders — while 24 added to existing stakes and 10 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.

  • 52 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 0 closed out, a net change of +12 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.