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SGI Dynamic Tactical ETF
DYTA

5 hedge funds and large institutions have $135M invested in SGI Dynamic Tactical ETF in 2023 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 2 increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more funds holding

Funds holding: 2 → 5 (+3)

10% more capital invested

Capital invested by funds: $122M → $135M (+$12.5M)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

4.98% less ownership

Funds ownership: 130.09% → 125.11% (-5%)

Holders
5
Holders Change
+3
Holders Change %
+150%
% of All Funds
0.08%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
3
Increased
2
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SGI
Summit Global Investments
Utah
+$12.4M
2
LPL Financial
LPL Financial
California
+$3.12M
3
TFA
Transamerica Financial Advisors
Florida
+$2.11M
4
GS
GTS Securities
New York
+$681K
5
UBS Group
UBS Group
Switzerland
+$3K

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
SGI
1
Summit Global Investments
Utah
$102M +$12.4M +479,113 +13%
TFA
2
Transamerica Financial Advisors
Florida
$29.1M +$2.11M +81,721 +8%
LPL Financial
3
LPL Financial
California
$3.01M +$3.12M +120,765 New
GS
4
GTS Securities
New York
$656K +$681K +26,349 New
UBS Group
5
UBS Group
Switzerland
$2.89K +$3K +116 New

DYTA Hedge Fund Activity: Q3 2023 in Review

5 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in SGI Dynamic Tactical ETF (DYTA) for Q3 2023, worth a combined $135M — up 10% from $122M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new DYTA positions and 0 closed out — a net gain of 3 holders — while 2 added to existing stakes and 0 trimmed.

The largest buyer was Summit Global Investments, adding an estimated $12.4M.

  • 5 institutional investors held SGI Dynamic Tactical ETF (DYTA) as of Q3 2023, up from 2 in Q2 2023.
  • Funds reported $135M of SGI Dynamic Tactical ETF stock for Q3 2023, up 10% quarter-over-quarter.
  • 3 funds opened new SGI Dynamic Tactical ETF positions in Q3 2023 and 0 closed out, a net change of +3 holders.
  • The largest SGI Dynamic Tactical ETF buyer in Q3 2023 was Summit Global Investments, an estimated $12.4M added.

Based on aggregated 13F filings for Q3 2023.