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Strategas Macro Thematic Opportunities ETF

62 hedge funds and large institutions have $446M invested in Strategas Macro Thematic Opportunities ETF in 2026 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 34 increasing their positions, 9 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

367% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 3

278% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 9

41% more capital invested

Capital invested by funds: $316M → $446M (+$130M)

19% more funds holding

Funds holding: 5262 (+10)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

5.63% less ownership

Funds ownership: 89.58%83.96% (-5.6%)

Holders
62
Holders Change
+10
Holders Change %
+19.23%
% of All Funds
0.76%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
14
Increased
34
Reduced
9
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MCM
1
Mainstay Capital Management
Michigan
$115M +$39.7M +994,514 +51%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$53.3M +$24.3M +609,153 +81%
Baird Financial Group
3
Baird Financial Group
Wisconsin
$42.9M +$11.8M +295,387 +37%
BFA
4
Beaumont Financial Advisors
Massachusetts
$37.4M -$3.18M -79,547 -8%
TC
5
Trilogy Capital
California
$26.5M +$8.23M +206,161 +44%
Bank of America
6
Bank of America
North Carolina
$19.2M +$19.5M +488,763 New
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$12M +$362K +9,074 +3%
OCPWS
8
One Charles Private Wealth Services
Massachusetts
$12M +$1.1M +27,444 +10%
GWM
9
Greenwich Wealth Management
Connecticut
$11.1M +$679K +16,997 +6%
TSWM
10
Triangle Securities Wealth Management
North Carolina
$10.2M -$10K -251 -0.1%
ACS
11
Archford Capital Strategies
Illinois
$9.82M -$1.62M -40,513 -14%
IWS
12
Insight Wealth Strategies
California
$9.77M +$96.5K +2,417 +1%
ACA
13
Aptus Capital Advisors
Alabama
$9.72M +$256K +6,402 +3%
SFGP
14
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$8.08M +$7.68M +192,315 +1,440%
FCP
15
Fidelis Capital Partners
Florida
$7.19M +$614K +15,379 +9%
KF
16
Krilogy Financial
Missouri
$5.89M +$5.56M +139,191 New
Two Sigma Investments
17
Two Sigma Investments
New York
$4.79M +$4.88M +122,100 New
MML Investors Services
18
MML Investors Services
Massachusetts
$4.26M +$3.92M +98,268 +955%
AIA
19
Armor Investment Advisors
North Carolina
$4.15M -$26.9K -673 -0.6%
DADC
20
D.A. Davidson & Co
Montana
$3.43M -$4.52M -113,243 -56%
MA
21
MJP Associates
Connecticut
$3.27M +$131K +3,285 +4%
FFG
22
Fortem Financial Group
California
$3.27M -$52.5K -1,315 -2%
AO
23
Advisor OS
Illinois
$3.25M +$109K +2,725 +3%
CICC
24
Capital Investment Counsel (Colorado)
Colorado
$3.14M +$3.19M +79,960 New
KPWS
25
Kestra Private Wealth Services
Texas
$2.62M +$202K +5,058 +8%