IDX Dynamic Innovation ETF
DYNI
DYNI was delisted on the 24th of June, 2025.
8 hedge funds and large institutions have $27.7M invested in IDX Dynamic Innovation ETF in 2024 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 4 reducing their positions, and closing their positions.
43% more capital invested
Capital invested by funds: $19.5M → $27.7M (+$8.28M)
27.09% more ownership
Funds ownership: 50.01% → 77.1% (+27%)
14% more funds holding
Funds holding: 7 → 8 (+1)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
50% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MWM
Modern Wealth Management
Lenexa,
Kansas
|
+$9.74M |
| 2 |
SW
Simplicity Wealth
Summit,
New Jersey
|
+$840K |
| 3 |
EMAM
Encompass More Asset Management
Danville,
California
|
+$733K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWS
Atria Wealth Solutions
New York
|
-$2.4M |
| 2 |
GS
GTS Securities
New York
|
-$382K |
| 3 |
CA
CoreCap Advisors
Southfield,
Michigan
|
-$169K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$2.88K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MWM
1
Modern Wealth Management
Lenexa,
Kansas
| $10M | +$9.74M | +348,068 | New |
|
|
SW
2
Simplicity Wealth
Summit,
New Jersey
| $5.16M | +$840K | +30,013 | +20% |
|
|
EMAM
3
Encompass More Asset Management
Danville,
California
| $4.36M | +$733K | +26,184 | +21% |
|
|
CA
4
CoreCap Advisors
Southfield,
Michigan
| $3.83M | -$169K | -6,050 | -4% |
|
|
AWS
5
Atria Wealth Solutions
New York
| $3.08M | -$2.4M | -85,896 | -45% |
|
|
GS
6
GTS Securities
New York
| $901K | -$382K | -13,641 | -30% |
|
|
CWM
7
Consultiva Wealth Management
San Juan,
Puerto Rico
| $392K | – | – | – |
|
|
8
UBS Group
Zurich,
Switzerland
| $1.35K | -$2.88K | -103 | -69% |
|
DYNI Hedge Fund Activity: Q2 2024 in Review
8 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in IDX Dynamic Innovation ETF (DYNI) for Q2 2024, worth a combined $27.7M — up 43% from $19.5M a quarter earlier.
Buyers outnumbered sellers: 1 fund opened new DYNI positions and 0 closed out — a net gain of 1 holder — while 2 added to existing stakes and 4 trimmed.
The largest buyer was Modern Wealth Management, opening a new position worth an estimated $9.74M. The largest seller was Atria Wealth Solutions, cutting an estimated $2.4M.
- 8 institutional investors held IDX Dynamic Innovation ETF (DYNI) as of Q2 2024, up from 7 in Q1 2024.
- Funds reported $27.7M of IDX Dynamic Innovation ETF stock for Q2 2024, up 43% quarter-over-quarter.
- 1 fund opened new IDX Dynamic Innovation ETF positions in Q2 2024 and 0 closed out, a net change of +1 holder.
- The largest IDX Dynamic Innovation ETF buyer in Q2 2024 was Modern Wealth Management, an estimated $9.74M added.
- The largest IDX Dynamic Innovation ETF seller in Q2 2024 was Atria Wealth Solutions, an estimated $2.4M sold.
Based on aggregated 13F filings for Q2 2024.