SGI Dynamic Tactical ETF
DYTA
7 hedge funds and large institutions have $123M invested in SGI Dynamic Tactical ETF in 2023 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 2 increasing their positions, 2 reducing their positions, and 1 closing their positions.
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
40% more funds holding
Funds holding: 5 → 7 (+2)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 2
9% less capital invested
Capital invested by funds: $135M → $123M (-$11.9M)
11.17% less ownership
Funds ownership: 125.11% → 113.94% (-11%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$3.75M |
| 2 |
TAM
Tucker Asset Management
Littleton,
Colorado
|
+$42.3K |
| 3 |
GS
GTS Securities
New York
|
+$15.4K |
| 4 |
TRCT
Tower Research Capital (TRC)
New York
|
+$11.4K |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$26 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SGI
Summit Global Investments
Bountiful,
Utah
|
-$13.6M |
| 2 |
TFA
Transamerica Financial Advisors
St. Petersburg,
Florida
|
-$12.5M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$2.89K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SGI
1
Summit Global Investments
Bountiful,
Utah
| $96.5M | -$13.6M | -531,086 | -13% |
|
|
TFA
2
Transamerica Financial Advisors
St. Petersburg,
Florida
| $18.4M | -$12.5M | -489,090 | -42% |
|
|
3
LPL Financial
San Diego,
California
| $7.23M | +$3.75M | +146,513 | +121% |
|
|
GS
4
GTS Securities
New York
| $729K | +$15.4K | +601 | +2% |
|
|
TAM
5
Tucker Asset Management
Littleton,
Colorado
| $44.7K | +$42.3K | +1,654 | New |
|
|
TRCT
6
Tower Research Capital (TRC)
New York
| $12K | +$11.4K | +445 | New |
|
|
7
Fidelity Investments
Boston,
Massachusetts
| $27 | +$26 | +1 | New |
|
|
8
UBS Group
Zurich,
Switzerland
| – | -$2.89K | -116 | Closed |
|
DYTA Hedge Fund Activity: Q4 2023 in Review
7 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in SGI Dynamic Tactical ETF (DYTA) for Q4 2023, worth a combined $123M — down 8.8% from $135M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new DYTA positions and 1 closed out — a net gain of 2 holders — while 2 added to existing stakes and 2 trimmed.
The largest buyer was LPL Financial, adding an estimated $3.75M. The largest seller was Summit Global Investments, cutting an estimated $13.6M.
- 7 institutional investors held SGI Dynamic Tactical ETF (DYTA) as of Q4 2023, up from 5 in Q3 2023.
- Funds reported $123M of SGI Dynamic Tactical ETF stock for Q4 2023, down 8.8% quarter-over-quarter.
- 3 funds opened new SGI Dynamic Tactical ETF positions in Q4 2023 and 1 closed out, a net change of +2 holders.
- The largest SGI Dynamic Tactical ETF buyer in Q4 2023 was LPL Financial, an estimated $3.75M added.
- The largest SGI Dynamic Tactical ETF seller in Q4 2023 was Summit Global Investments, an estimated $13.6M sold.
Based on aggregated 13F filings for Q4 2023.