IDX Dynamic Innovation ETF
DYNI
DYNI was delisted on the 24th of June, 2025.
9 hedge funds and large institutions have $26.2M invested in IDX Dynamic Innovation ETF in 2024 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 3 increasing their positions, 4 reducing their positions, and closing their positions.
14.45% more ownership
Funds ownership: 77.1% → 91.55% (+14%)
13% more funds holding
Funds holding: 8 → 9 (+1)
6% less capital invested
Capital invested by funds: $27.7M → $26.2M (-$1.53M)
25% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 4
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BIP
Blueprint Investment Partners
Greensboro,
North Carolina
|
+$4.95M |
| 2 |
SW
Simplicity Wealth
Summit,
New Jersey
|
+$126K |
| 3 |
MWM
Modern Wealth Management
Lenexa,
Kansas
|
+$83.4K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$1.37K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EMAM
Encompass More Asset Management
Danville,
California
|
-$2.79M |
| 2 |
AWS
Atria Wealth Solutions
New York
|
-$2.44M |
| 3 |
GS
GTS Securities
New York
|
-$438K |
| 4 |
CA
CoreCap Advisors
Southfield,
Michigan
|
-$335K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MWM
1
Modern Wealth Management
Lenexa,
Kansas
| $9.86M | +$83.4K | +2,975 | +0.9% |
|
|
SW
2
Simplicity Wealth
Summit,
New Jersey
| $5.16M | +$126K | +4,492 | +3% |
|
|
BIP
3
Blueprint Investment Partners
Greensboro,
North Carolina
| $4.95M | +$4.95M | +176,448 | New |
|
|
CA
4
CoreCap Advisors
Southfield,
Michigan
| $3.4M | -$335K | -11,934 | -9% |
|
|
EMAM
5
Encompass More Asset Management
Danville,
California
| $1.46M | -$2.79M | -99,424 | -66% |
|
|
AWS
6
Atria Wealth Solutions
New York
| $567K | -$2.44M | -86,914 | -81% |
|
|
GS
7
GTS Securities
New York
| $440K | -$438K | -15,629 | -50% |
|
|
CWM
8
Consultiva Wealth Management
San Juan,
Puerto Rico
| $382K | – | – | – |
|
|
9
UBS Group
Zurich,
Switzerland
| $2.7K | +$1.37K | +49 | +104% |
|
DYNI Hedge Fund Activity: Q3 2024 in Review
9 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in IDX Dynamic Innovation ETF (DYNI) for Q3 2024, worth a combined $26.2M — down 5.5% from $27.7M a quarter earlier.
Buyers outnumbered sellers: 1 fund opened new DYNI positions and 0 closed out — a net gain of 1 holder — while 3 added to existing stakes and 4 trimmed.
The largest buyer was Blueprint Investment Partners, opening a new position worth an estimated $4.95M. The largest seller was Encompass More Asset Management, cutting an estimated $2.79M.
- 9 institutional investors held IDX Dynamic Innovation ETF (DYNI) as of Q3 2024, up from 8 in Q2 2024.
- Funds reported $26.2M of IDX Dynamic Innovation ETF stock for Q3 2024, down 5.5% quarter-over-quarter.
- 1 fund opened new IDX Dynamic Innovation ETF positions in Q3 2024 and 0 closed out, a net change of +1 holder.
- The largest IDX Dynamic Innovation ETF buyer in Q3 2024 was Blueprint Investment Partners, an estimated $4.95M added.
- The largest IDX Dynamic Innovation ETF seller in Q3 2024 was Encompass More Asset Management, an estimated $2.79M sold.
Based on aggregated 13F filings for Q3 2024.