Content and data provided by various third parties and Fidelity − Terms of Use | Help/Glossary
Research > ETFs > ETF / ETP Commentary > 

Get Multiple Market Themes in Active ETF SAMT

BY | ETF Database
06/03/2026 | 10 VIEWS
The investing landscape this year is marked by several crucial, competing, intertwined themes. AI looms over areas from robotics to electrification, space to semiconductors. Investors have embraced the ETF’s tradability and flexibility to construct layered exposures to capture that upside. However, by taking an active ETF approach, a fund like SAMT can capture multiple market themes in one strategy, catching performance and streamlining portfolios.Key Takeaways: The current market has some pretty powerful investing themes, not only in AI but in areas like robotics and electrification and more. The ETF wrapper allows investors to construct overall portfolios bit by bit, but active now allows ETFs to invest across categories with much greater efficiency and often, upside. SAMT offers a key example, nearing $700 million in AUM. The Strategas Macro Thematic Opportunities ETF (SAMT B-) launched in 2022. The fund represents the culmination of its issuer’s research. The firm itself is marking 20 years of operation in 2026, with the ETF aiming to offer diversification across 3 to 5 market trends. SAMT’s active approach allows it to rotate between those themes and pick firms in which managers have the highest conviction. Using the firm’s macro research capabilities, the strategy has risen to almost $700 million in AUM. Digging deeper, the strategy retains the flexibility to invest in U.S. stocks of any size if they fit into one of its target themes. The strategy equally weights those macro trends, with individual securities then identified within them.  Together, that has helped the active ETF deliver strong performances across market themes. The strategy has returned 40.6% over the last twelve months according to ETF Database data. It has also returned 29.09% over the last three year period, as well. That outperformed the fund’s ETF Database All Cap Category average in both those periods. See more: As 2026 Inflation Gets Stickier, Active Value ETF TVAL Spikes What kind of stocks, then, does SAMT currently hold – and what is its outlook? It holds leading tech names like semiconductor firm Marvell Technology (MRVL). SAMT also invests in consumer firms like Target Corp. (TGT) and space industry names like Rocket Labs (RKLB).  Overall, that active flexibility and deep focus on key market theme can make the fund a strong tool to add to portfolios. Rather than have to toggle in and out of themes with other ETFs, SAMT looks for the best from the strongest themes available, leveraging the ETF wrapper to produce for investors. For more news, information, and strategy, visit ETFDB.

More Commentary

Wellington Announces Plan to Buy Hartford Funds for $1.9B
BY | ETF Database
06/03/2026 | 20 VIEWS
Resilience Meets Fragility: Rewriting the Diversification Playbook
BY | ETF Database
06/03/2026 | 28 VIEWS
GAMR Captures More Than Just Video Games
BY | ETF Database
06/03/2026 | 24 VIEWS
View more Commentary

Search Commentary

Enter Keyword(s)
Filter Results

Performance data shown is past performance and is no guarantee of future results. Current performance may be higher or lower than the performance data quoted. Yield and return will vary, therefore you have a gain or loss when you sell your shares. For standard quarterly performance, go to the fund's Snapshot page by clicking on the ETF/ETP's symbol.

ETFs may trade at a premium or discount to their NAV and are subject to the market fluctuations of their underlying investments.

For iShares ETFs, Fidelity receives compensation from the ETF sponsor and/or its affiliates in connection with an exclusive long-term marketing program that includes promotion of iShares ETFs and inclusion of iShares funds in certain FBS platforms and investment programs. Please note, this security will not be marginable for 30 days from the settlement date, at which time it will automatically become eligible for margin collateral. Additional information about the sources, amounts, and terms of compensation can be found in the ETF's prospectus and related documents. Fidelity may add or waive commissions on ETFs without prior notice. BlackRock and iShares are registered trademarks of BlackRock, Inc. and its affiliates.

FBS receives compensation from the fund's advisor or its affiliates in connection with a marketing program that includes the promotion of this security and other ETFs to customers ("Marketing Program"). The Marketing Program creates incentives for FBS to encourage the purchase of certain ETFs. Additional information about the sources, amounts, and terms of compensation is in the ETF's prospectus and related documents. Please note that this security will not be marginable for 30 days from the settlement date, at which time it will automatically become eligible for margin collateral.

News, commentary (including "Related Symbols") and events are from third-party sources unaffiliated with Fidelity. Fidelity does not endorse or adopt their content. Fidelity makes no guarantees that information supplied is accurate, complete, or timely, and does not provide any warranties regarding results obtained from their use.

Any data, charts and other information provided on this page are intended to help self-directed investors evaluate exchange traded products (ETPs), including, but limited to exchange traded funds (ETFs) and exchange traded notes (ETNs). Criteria and inputs entered, including the choice to make ETP comparisons, are at the sole discretion of the user and are solely for the convenience of the user. Analyst opinions, ratings and reports are provided by third-parties unaffiliated with Fidelity. All information supplied or obtained from this page is for informational purposes only and should not be considered investment advice or guidance, an offer of or a solicitation of an offer to buy or sell a particular security, or a recommendation or endorsement by Fidelity of any security or investment strategy. Fidelity does not endorse or adopt any particular investment strategy, any analyst opinion/rating/report or any approach to evaluating ETPs. Fidelity makes no guarantees that information supplied is accurate, complete, or timely, and does not provide any warranties regarding results obtained from their use. Determine which securities are right for you based on your investment objectives, risk tolerance, financial situation and other individual factors and re-evaluate them on a periodic basis.

Before investing in any exchange traded product, you should consider its investment objective, risks, charges and expenses. Contact Fidelity for a prospectus, offering circular or, if available, a summary prospectus containing this information. Read it carefully.