SGI Dynamic Tactical ETF
DYTA
8 hedge funds and large institutions have $55.5M invested in SGI Dynamic Tactical ETF in 2024 Q4 according to their latest regulatory filings, with 0 funds opening new positions, 4 increasing their positions, 4 reducing their positions, and 2 closing their positions.
4.31% more ownership
Funds ownership: 98.36% → 102.68% (+4.3%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 4
7% less capital invested
Capital invested by funds: $59.8M → $55.5M (-$4.22M)
20% less funds holding
Funds holding: 10 → 8 (-2)
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SGI
Summit Global Investments
Bountiful,
Utah
|
+$3.47M |
| 2 |
Betterment LLC
New York
|
+$104K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$33.5K |
| 4 |
TRCT
Tower Research Capital (TRC)
New York
|
+$31 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GS
GTS Securities
New York
|
-$862K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$201K |
| 3 |
LPL Financial
San Diego,
California
|
-$194K |
| 4 |
TFA
Transamerica Financial Advisors
St. Petersburg,
Florida
|
-$16.2K |
| 5 |
AssetMark Inc
Concord,
California
|
-$11.6K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SGI
1
Summit Global Investments
Bountiful,
Utah
| $52.8M | +$3.47M | +111,391 | +6% |
|
|
2
LPL Financial
San Diego,
California
| $1.28M | -$194K | -6,229 | -12% |
|
|
3
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $704K | -$201K | -6,461 | -20% |
|
|
4
Betterment LLC
New York
| $681K | +$104K | +3,351 | +16% |
|
|
5
UBS Group
Zurich,
Switzerland
| $30.6K | +$33.5K | +1,074 | +3,836% |
|
|
6
AssetMark Inc
Concord,
California
| $10.3K | -$11.6K | -371 | -50% |
|
|
TFA
7
Transamerica Financial Advisors
St. Petersburg,
Florida
| $8K | -$16.2K | -520 | -66% |
|
|
TRCT
8
Tower Research Capital (TRC)
New York
| $4.94K | +$31 | +1 | +0.6% |
|
|
GS
9
GTS Securities
New York
| – | -$862K | -27,822 | Closed |
|
10
Wells Fargo
San Francisco,
California
| – | -$3.41K | -110 | Closed |
|
DYTA Hedge Fund Activity: Q4 2024 in Review
8 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in SGI Dynamic Tactical ETF (DYTA) for Q4 2024, worth a combined $55.5M — down 7.1% from $59.8M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of DYTA and 0 opened new positions — a net loss of 2 holders — while 4 trimmed existing stakes and 4 added.
The largest buyer was Summit Global Investments, adding an estimated $3.47M. The largest seller was GTS Securities, exiting entirely with an estimated $862K sold.
- 8 institutional investors held SGI Dynamic Tactical ETF (DYTA) as of Q4 2024, down from 10 in Q3 2024.
- Funds reported $55.5M of SGI Dynamic Tactical ETF stock for Q4 2024, down 7.1% quarter-over-quarter.
- 0 funds opened new SGI Dynamic Tactical ETF positions in Q4 2024 and 2 closed out, a net change of -2 holders.
- The largest SGI Dynamic Tactical ETF buyer in Q4 2024 was Summit Global Investments, an estimated $3.47M added.
- The largest SGI Dynamic Tactical ETF seller in Q4 2024 was GTS Securities, an estimated $862K sold.
Based on aggregated 13F filings for Q4 2024.