Strategas Macro Momentum ETF
SAMM
New York Stock Exchange Arca- -
USD
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- -
Capital Structure
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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.Quarterly Dividends Per Share
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in mil. unless spec.- Sector
- Financial Services
- Industry
- Asset Management
- Address
- 52 Vanderbilt Avenue, 19th Floor New York NY United States of America 10017
- IPO Date
- Apr 4, 2024
- Website
- strategasetfs.com
- Similar Companies
- Business
- Strategas Macro Momentum ETF is an exchange-traded fund that seeks to provide investment results that correspond, before fees and expenses, to the performance of a U.S. equity macro-momentum strategy index. The fund is structured as a registered investment company and trades under the ticker symbol SAMM on a U.S. securities exchange. Main products and services Strategas Macro Momentum ETF offers investors a rules-based, passive investment vehicle that tracks an index designed to capture macroeconomic momentum themes across U.S. equities; the fund typically invests primarily in U.S.-listed stocks included in its underlying macro-momentum index. The ETF provides daily liquidity on the exchange, portfolio transparency through regular holdings disclosure, and exposure to a systematic strategy that tilts toward sectors and factors favored by prevailing macroeconomic conditions. The product targets institutional investors, financial advisors, and individual investors seeking tactical or strategic U.S. equity exposure implemented via an ETF structure with creation and redemption in large blocks through authorized participants. Industry, strategy, and segments Strategas Macro Momentum ETF operates within the asset management and exchange-traded fund industry, focusing on rules-based equity index strategies. The fund’s investment approach centers on macroeconomic research, allocating across equity segments that are expected to benefit from trends in growth, inflation, interest rates, and policy conditions, rather than traditional market-cap-weighted exposure. The ETF forms part of a broader family of Strategas-branded ETFs that implement the firm’s macro research in investable formats for professional and retail clients. Target markets and geography The ETF is marketed primarily to U.S.-domiciled investors, including registered investment advisors, multi-asset portfolio managers, institutions, and self-directed retail investors using brokerage platforms. Shares are listed and traded on a U.S. securities exchange during normal market hours, with market makers and authorized participants supporting secondary-market liquidity and primary-market creation/redemption processes. While the fund focuses on U.S. equity securities, it may be accessible to certain non-U.S. investors where local regulations and platform availability permit. Recent developments and changes Publicly available, up-to-date details on the latest specific corporate or product-level changes for Strategas Macro Momentum ETF—such as new index methodology adjustments, expense ratio changes, listing venue changes, or material strategy revisions over the last 1–2 years—cannot be fully confirmed without access to current regulatory filings and sponsor communications. However, macro-themed and research-driven ETFs such as SAMM have typically been subject to ongoing refinement in distribution, marketing efforts, and portfolio implementation as sponsors respond to market conditions, investor demand for systematic macro strategies, and the competitive U.S. ETF landscape. Organizational background Strategas Macro Momentum ETF is sponsored and advised within the broader Strategas-branded investment platform, which is associated with macroeconomic and policy research-based asset management solutions. The ETF is organized as a U.S. registered investment company and headquartered in the United States, with operations aligned to U.S. securities regulation, exchange listing standards, and ETF-specific creation and redemption processes. Specific founding year details for this individual fund and explicit parent-subsidiary structures, including any affiliated adviser or distributor entities, require consultation of current prospectuses and regulatory disclosures that are not fully available in the present context.