IDX Dynamic Innovation ETF
DYNI
DYNI was delisted on the 24th of June, 2025.
10 hedge funds and large institutions have $19.3M invested in IDX Dynamic Innovation ETF in 2024 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 2 increasing their positions, 5 reducing their positions, and 1 closing their positions.
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
11% more funds holding
Funds holding: 9 → 10 (+1)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
5.57% less ownership
Funds ownership: 91.55% → 85.98% (-5.6%)
27% less capital invested
Capital invested by funds: $26.2M → $19.3M (-$6.95M)
60% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$2.57M |
| 2 |
CW
CreativeOne Wealth
Overland Park,
Kansas
|
+$2.26M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$41.6K |
| 4 |
BIP
Blueprint Investment Partners
Greensboro,
North Carolina
|
+$17K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MWM
Modern Wealth Management
Lenexa,
Kansas
|
-$6.95M |
| 2 |
CA
CoreCap Advisors
Southfield,
Michigan
|
-$3.2M |
| 3 |
EMAM
Encompass More Asset Management
Danville,
California
|
-$1.05M |
| 4 |
GS
GTS Securities
New York
|
-$440K |
| 5 |
SW
Simplicity Wealth
Summit,
New Jersey
|
-$189K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SW
1
Simplicity Wealth
Summit,
New Jersey
| $4.96M | -$189K | -6,621 | -4% |
|
|
BIP
2
Blueprint Investment Partners
Greensboro,
North Carolina
| $4.96M | +$17K | +597 | +0.3% |
|
|
MWM
3
Modern Wealth Management
Lenexa,
Kansas
| $3.02M | -$6.95M | -243,339 | -69% |
|
|
4
Cambridge Investment Research Advisors
Fairfield,
Iowa
| $2.52M | +$2.57M | +90,149 | New |
|
|
CW
5
CreativeOne Wealth
Overland Park,
Kansas
| $2.21M | +$2.26M | +79,023 | New |
|
|
AWS
6
Atria Wealth Solutions
New York
| $489K | -$78K | -2,730 | -14% |
|
|
EMAM
7
Encompass More Asset Management
Danville,
California
| $427K | -$1.05M | -36,702 | -71% |
|
|
CWM
8
Consultiva Wealth Management
San Juan,
Puerto Rico
| $381K | – | – | – |
|
|
CA
9
CoreCap Advisors
Southfield,
Michigan
| $251K | -$3.2M | -112,123 | -93% |
|
|
10
UBS Group
Zurich,
Switzerland
| $43.5K | +$41.6K | +1,457 | +1,518% |
|
|
GS
11
GTS Securities
New York
| – | -$440K | -15,671 | Closed |
|
DYNI Hedge Fund Activity: Q4 2024 in Review
10 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in IDX Dynamic Innovation ETF (DYNI) for Q4 2024, worth a combined $19.3M — down 27% from $26.2M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new DYNI positions and 1 closed out — a net gain of 1 holder — while 2 added to existing stakes and 5 trimmed.
The largest buyer was Cambridge Investment Research Advisors, opening a new position worth an estimated $2.57M. The largest seller was Modern Wealth Management, cutting an estimated $6.95M.
- 10 institutional investors held IDX Dynamic Innovation ETF (DYNI) as of Q4 2024, up from 9 in Q3 2024.
- Funds reported $19.3M of IDX Dynamic Innovation ETF stock for Q4 2024, down 27% quarter-over-quarter.
- 2 funds opened new IDX Dynamic Innovation ETF positions in Q4 2024 and 1 closed out, a net change of +1 holder.
- The largest IDX Dynamic Innovation ETF buyer in Q4 2024 was Cambridge Investment Research Advisors, an estimated $2.57M added.
- The largest IDX Dynamic Innovation ETF seller in Q4 2024 was Modern Wealth Management, an estimated $6.95M sold.
Based on aggregated 13F filings for Q4 2024.