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SGI Dynamic Tactical ETF

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.

New
Increased
Maintained
Reduced
Closed
Holders
7
Holders Change
+2
Holders Change %
+40%
% of All Funds
0.1%
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
2
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SGI
1
Summit Global Investments
Utah
$96.5M -$14.4M -531,086 -13%
TFA
2
Transamerica Financial Advisors
Florida
$18.4M -$13.2M -489,090 -42%
LPL Financial
3
LPL Financial
California
$7.23M +$3.96M +146,513 +121%
GS
4
GTS Securities
New York
$729K +$16.3K +601 +2%
TAM
5
Tucker Asset Management
Colorado
$44.7K +$44.7K +1,654 New
TRCT
6
Tower Research Capital (TRC)
New York
$12K +$12K +445 New
Fidelity Investments
7
Fidelity Investments
Massachusetts
$27 +$27 +1 New
UBS Group
8
UBS Group
Switzerland
-$2.89K -116 Closed