Strategas Global Policy Opportunities ETF
SAGP
New York Stock Exchange Arca- -
USD
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- -
Capital Structure
FRC
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in mil. unless spec.Working Capital
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in mil. unless spec.Growth Rates
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in mil. unless spec.Quarterly Revenue
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in mil. unless spec.Quarterly Earnings Per Share
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in mil. unless spec.- Sector
- Financial Services
- Industry
- Asset Management - Global
- Address
- 52 Vanderbilt Avenue, 19th Floor New York NY United States of America 10017
- IPO Date
- Jan 25, 2022
- CIK
- 0001593547
- Website
- strategasetfs.com
- Similar Companies
- Business
- Strategas Global Policy Opportunities ETF (SAGP) is an actively managed exchange-traded fund that seeks capital appreciation by investing in a global portfolio of equities positioned to benefit from successful U.S. public policy outcomes driven by corporate lobbying activities. The fund employs Strategas Asset Management's proprietary "lobbying intensity" analytical framework, derived from publicly available lobbying data, to select holdings across U.S. large-cap, mid-cap, small-cap, and non-U.S. large-cap companies; it features tactical asset allocations with tilts toward favorable equity sleeves such as domestic versus international or large versus smaller capitalization, rebalancing quarterly to reflect changes in lobbying dynamics. Top holdings as of December 2025 include Lockheed Martin Corp., Palantir Technologies Inc., Fox Corp. Class A, and Huntington Ingalls Industries, among over 100 positions spanning sectors like defense, technology, healthcare, and consumer goods. Operated within The Advisors' Inner Circle Fund III and sub-advised by Vident Investment Advisory, LLC, with distribution by SEI Investments Distribution Co., SAGP targets institutional and retail investors seeking exposure to policy-sensitive opportunities beyond traditional financial metrics; it maintains a total expense ratio of 0.65%, total assets under management of approximately $60 million, and trades on NYSE Arca under ticker SAGP (CUSIP: 00775Y652). Launched on January 24, 2022, alongside the Strategas Macro Thematic Opportunities ETF (SAMT), SAGP represents Strategas Asset Management's entry into thematic ETFs leveraging the firm's macro research expertise. Strategas Asset Management, the investment adviser founded as part of Strategas Research Partners in 2006 and acquired by Baird Financial Group in 2018, is headquartered at 52 Vanderbilt Avenue, 8th Floor, New York, NY, with additional offices in Washington, D.C. The firm oversees affiliated broker-dealer operations focused on policy research and institutional sales. No major acquisitions, funding rounds, partnerships, or strategic shifts have been reported for SAGP in the last 1-2 years, with ongoing institutional ownership growth from entities like Baird Financial Group and Envestnet Asset Management.