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SGI Dynamic Tactical ETF

2 hedge funds and large institutions have $122M invested in SGI Dynamic Tactical ETF in 2023 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 1 increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

1,836% more capital invested

Capital invested by funds: $6.32M → $122M (+$116M)

130.09% more ownership

Funds ownership: 0%130.09% (+130%)

100% more funds holding

Funds holding: 12 (+1)

Holders
2
Holders Change
+1
Holders Change %
+100%
% of All Funds
0.03%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
1
Increased
1
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change
Change in
Stake
SGI
1
Summit Global Investments
Utah
$94M +$85.7M +3,370,904 +1,353%
TFA
2
Transamerica Financial Advisors
Florida
$28.3M +$27.7M +1,089,191 New

DYTA Hedge Fund Activity: Q2 2023 in Review

2 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in SGI Dynamic Tactical ETF (DYTA) for Q2 2023, worth a combined $122M — up 1,836% from $6.32M a quarter earlier.

Buyers outnumbered sellers: 1 fund opened new DYTA positions and 0 closed out — a net gain of 1 holder — while 1 added to existing stakes and 0 trimmed.

The largest buyer was Summit Global Investments, adding an estimated $85.7M.

  • 2 institutional investors held SGI Dynamic Tactical ETF (DYTA) as of Q2 2023, up from 1 in Q1 2023.
  • Funds reported $122M of SGI Dynamic Tactical ETF stock for Q2 2023, up 1,836% quarter-over-quarter.
  • 1 fund opened new SGI Dynamic Tactical ETF positions in Q2 2023 and 0 closed out, a net change of +1 holder.
  • The largest SGI Dynamic Tactical ETF buyer in Q2 2023 was Summit Global Investments, an estimated $85.7M added.

Based on aggregated 13F filings for Q2 2023.