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SGI Dynamic Tactical ETF

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.

New
Increased
Maintained
Reduced
Closed
Holders
8
Holders Change
-2
Holders Change %
-20%
% of All Funds
0.11%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
Increased
4
Reduced
4
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SGI
1
Summit Global Investments
Utah
$52.8M +$3.09M +111,391 +6%
LPL Financial
2
LPL Financial
California
$1.28M -$173K -6,229 -12%
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$704K -$179K -6,461 -20%
Betterment LLC
4
Betterment LLC
New York
$681K +$93K +3,351 +16%
UBS Group
5
UBS Group
Switzerland
$30.6K +$29.8K +1,074 +3,836%
AssetMark Inc
6
AssetMark Inc
California
$10.3K -$10.3K -371 -50%
TFA
7
Transamerica Financial Advisors
Florida
$8K -$15.5K -520 -66%
TRCT
8
Tower Research Capital (TRC)
New York
$4.94K +$28 +1 +0.6%
GS
9
GTS Securities
New York
-$862K -27,822 Closed
Wells Fargo
10
Wells Fargo
California
-$3.41K -110 Closed