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)
39.96% less ownership
Funds ownership: 248.5% → 208.54% (-40%)
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
Miami,
Florida
|
+$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 |
DYTA Hedge Fund Activity: Q4 2023 in Review
7 of the 6,871 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.