IDX Dynamic Innovation ETF
DYNI
DYNI was delisted on the 24th of June, 2025.
8 hedge funds and large institutions have $7.43M invested in IDX Dynamic Innovation ETF in 2025 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 1 increasing their positions, 5 reducing their positions, and 4 closing their positions.
20% less funds holding
Funds holding: 10 → 8 (-2)
30.71% less ownership
Funds ownership: 85.98% → 55.27% (-31%)
50% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 4
61% less capital invested
Capital invested by funds: $19.3M → $7.43M (-$11.8M)
80% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 5
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$242K |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$92.6K |
| 3 |
WCM
WealthTrak Capital Management
Virginia Beach,
Virginia
|
+$2.7K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SW
Simplicity Wealth
Summit,
New Jersey
|
-$4.96M |
| 2 |
MWM
Modern Wealth Management
Lenexa,
Kansas
|
-$3.02M |
| 3 |
CW
CreativeOne Wealth
Overland Park,
Kansas
|
-$2.21M |
| 4 |
BIP
Blueprint Investment Partners
Greensboro,
North Carolina
|
-$432K |
| 5 |
CWM
Consultiva Wealth Management
San Juan,
Puerto Rico
|
-$381K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BIP
1
Blueprint Investment Partners
Greensboro,
North Carolina
| $4.18M | -$432K | -15,515 | -9% |
|
2
Cambridge Investment Research Advisors
Fairfield,
Iowa
| $2.13M | -$212K | -7,594 | -8% |
|
|
AWS
3
Atria Wealth Solutions
New York
| $430K | -$22.7K | -816 | -5% |
|
|
EMAM
4
Encompass More Asset Management
Danville,
California
| $326K | -$73.2K | -2,629 | -17% |
|
|
5
Citadel Advisors
Miami,
Florida
| $225K | +$242K | +8,686 | New |
|
|
6
UBS Group
Zurich,
Switzerland
| $126K | +$92.6K | +3,322 | +214% |
|
|
CA
7
CoreCap Advisors
Southfield,
Michigan
| $10.4K | -$239K | -8,571 | -96% |
|
|
WCM
8
WealthTrak Capital Management
Virginia Beach,
Virginia
| $2.51K | +$2.7K | +97 | New |
|
|
SW
9
Simplicity Wealth
Summit,
New Jersey
| – | -$4.96M | -177,045 | Closed |
|
|
MWM
10
Modern Wealth Management
Lenexa,
Kansas
| – | -$3.02M | -107,704 | Closed |
|
|
CW
11
CreativeOne Wealth
Overland Park,
Kansas
| – | -$2.21M | -79,023 | Closed |
|
|
CWM
12
Consultiva Wealth Management
San Juan,
Puerto Rico
| – | -$381K | -13,614 | Closed |
|
DYNI Hedge Fund Activity: Q1 2025 in Review
8 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in IDX Dynamic Innovation ETF (DYNI) for Q1 2025, worth a combined $7.43M — down 61% from $19.3M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of DYNI and 2 opened new positions — a net loss of 2 holders — while 5 trimmed existing stakes and 1 added.
The largest buyer was Citadel Advisors, opening a new position worth an estimated $242K. The largest seller was Simplicity Wealth, exiting entirely with an estimated $4.96M sold.
- 8 institutional investors held IDX Dynamic Innovation ETF (DYNI) as of Q1 2025, down from 10 in Q4 2024.
- Funds reported $7.43M of IDX Dynamic Innovation ETF stock for Q1 2025, down 61% quarter-over-quarter.
- 2 funds opened new IDX Dynamic Innovation ETF positions in Q1 2025 and 4 closed out, a net change of -2 holders.
- The largest IDX Dynamic Innovation ETF buyer in Q1 2025 was Citadel Advisors, an estimated $242K added.
- The largest IDX Dynamic Innovation ETF seller in Q1 2025 was Simplicity Wealth, an estimated $4.96M sold.
Based on aggregated 13F filings for Q1 2025.