SGI Dynamic Tactical ETF
DYTA
10 hedge funds and large institutions have $59.8M invested in SGI Dynamic Tactical ETF in 2024 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 2 increasing their positions, 5 reducing their positions, and 1 closing their positions.
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
25% more funds holding
Funds holding: 8 → 10 (+2)
4% more capital invested
Capital invested by funds: $57.3M → $59.8M (+$2.45M)
0.48% more ownership
Funds ownership: 97.89% → 98.36% (+0.48%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
60% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GS
GTS Securities
New York
|
+$840K |
| 2 |
Betterment LLC
New York
|
+$304K |
| 3 |
SGI
Summit Global Investments
Bountiful,
Utah
|
+$162K |
| 4 |
AssetMark Inc
Concord,
California
|
+$22.4K |
| 5 |
Wells Fargo
San Francisco,
California
|
+$3.32K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$384K |
| 2 |
TFA
Transamerica Financial Advisors
St. Petersburg,
Florida
|
-$320K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$42.6K |
| 4 |
TRCT
Tower Research Capital (TRC)
New York
|
-$3.75K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$2.51K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SGI
1
Summit Global Investments
Bountiful,
Utah
| $55.6M | +$162K | +5,374 | +0.3% |
|
|
2
LPL Financial
San Diego,
California
| $1.62M | -$384K | -12,725 | -20% |
|
|
3
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $987K | -$42.6K | -1,409 | -4% |
|
|
GS
4
GTS Securities
New York
| $862K | +$840K | +27,822 | New |
|
|
5
Betterment LLC
New York
| $657K | +$304K | +10,059 | +90% |
|
|
TFA
6
Transamerica Financial Advisors
St. Petersburg,
Florida
| $25K | -$320K | -10,605 | -93% |
|
|
7
AssetMark Inc
Concord,
California
| $23K | +$22.4K | +742 | New |
|
|
TRCT
8
Tower Research Capital (TRC)
New York
| $5.49K | -$3.75K | -124 | -41% |
|
|
9
Wells Fargo
San Francisco,
California
| $3.41K | +$3.32K | +110 | New |
|
|
10
UBS Group
Zurich,
Switzerland
| $868 | -$2.51K | -83 | -75% |
|
|
FNWA
11
Financial Network Wealth Advisors
Murray,
Utah
| – | -$18 | -1 | Closed |
|
DYTA Hedge Fund Activity: Q3 2024 in Review
10 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in SGI Dynamic Tactical ETF (DYTA) for Q3 2024, worth a combined $59.8M — up 4.3% from $57.3M 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 5 trimmed.
The largest buyer was GTS Securities, opening a new position worth an estimated $840K. The largest seller was LPL Financial, cutting an estimated $384K.
- 10 institutional investors held SGI Dynamic Tactical ETF (DYTA) as of Q3 2024, up from 8 in Q2 2024.
- Funds reported $59.8M of SGI Dynamic Tactical ETF stock for Q3 2024, up 4.3% quarter-over-quarter.
- 3 funds opened new SGI Dynamic Tactical ETF positions in Q3 2024 and 1 closed out, a net change of +2 holders.
- The largest SGI Dynamic Tactical ETF buyer in Q3 2024 was GTS Securities, an estimated $840K added.
- The largest SGI Dynamic Tactical ETF seller in Q3 2024 was LPL Financial, an estimated $384K sold.
Based on aggregated 13F filings for Q3 2024.