Active ETF SAMT blends AI, robotics and space; nears $700M

Strategas’ active Macro Thematic Opportunities ETF (SAMT), launched in 2022, combines artificial intelligence, robotics, electrification and commercial space exposure. The fund has nearly $700 million in assets and fund data show a 40.6% return over the past 12 months and a 29.09% return over three years.

SAMT uses an active ETF structure to allocate across three to five macro themes identified by the firm’s research team. Managers assign equal weight to each target theme and rotate exposure as their convictions change. The strategy selects U.S. stocks of any market capitalization that fit the themes, enabling shifts across sectors such as semiconductors, consumer retail and space services.

Holdings include Marvell Technology, Target Corp. and Rocket Lab. These positions reflect exposure to semiconductor technology, consumer demand and commercial space activity within the fund’s thematic framework.

Fund documents state the ETF offers daily tradability and an active management layer that lets managers combine multiple themes within one product rather than requiring investors to buy several thematic funds to change exposure. The fund’s rules permit discretionary security selection and investing across market-cap ranges.

Strategas plans to mark its 20th anniversary in 2026. Since its launch, the fund has grown to its current asset level while maintaining the design of equal theme weighting and flexible security selection to enable reallocation when managers identify higher-conviction opportunities within the target trends.