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SGI Dynamic Tactical ETF

5 hedge funds and large institutions have $61.8M invested in SGI Dynamic Tactical ETF in 2025 Q2 according to their latest regulatory filings, with 0 funds opening new positions, 1 increasing their positions, 3 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
5
Holders Change
-1
Holders Change %
-16.67%
% of All Funds
0.07%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
Increased
1
Reduced
3
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SGI
1
Summit Global Investments
Utah
$60.1M +$1.34M +47,653 +2%
LPL Financial
2
LPL Financial
California
$956K -$47.9K -1,707 -5%
Betterment LLC
3
Betterment LLC
New York
$701K -$144K -5,118 -17%
UBS Group
4
UBS Group
Switzerland
$8.44K -$1.35K -48 -14%
TFA
5
Transamerica Financial Advisors
Florida
$7.52K
GS
6
GTS Securities
New York
-$1.01M -36,420 Closed