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SGI Dynamic Tactical ETF

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
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
Name Holding Trade Value Shares
Change
Shares
Change %
SGI
1
Summit Global Investments
Utah
$102M +$11.9M +479,113 +13%
TFA
2
Transamerica Financial Advisors
Florida
$29.1M +$2.03M +81,721 +8%
LPL Financial
3
LPL Financial
California
$3.01M +$3.01M +120,765 New
GS
4
GTS Securities
New York
$656K +$656K +26,349 New
UBS Group
5
UBS Group
Switzerland
$2.89K +$2.89K +116 New