SGI Dynamic Tactical ETF
DYTA
6 hedge funds and large institutions have $60.8M invested in SGI Dynamic Tactical ETF in 2025 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 2 reducing their positions, and 3 closing their positions.
9% more capital invested
Capital invested by funds: $55.5M → $60.8M (+$5.24M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 2
5.8% less ownership
Funds ownership: 102.68% → 96.88% (-5.8%)
25% less funds holding
Funds holding: 8 → 6 (-2)
67% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SGI
Summit Global Investments
Bountiful,
Utah
|
+$5.4M |
| 2 |
GS
GTS Securities
New York
|
+$1.02M |
| 3 |
Betterment LLC
New York
|
+$157K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$704K |
| 2 |
LPL Financial
San Diego,
California
|
-$290K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$21.2K |
| 4 |
AssetMark Inc
Concord,
California
|
-$10.3K |
| 5 |
TRCT
Tower Research Capital (TRC)
New York
|
-$4.94K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SGI
1
Summit Global Investments
Bountiful,
Utah
| $57.9M | +$5.4M | +191,979 | +10% |
|
|
GS
2
GTS Securities
New York
| $1.01M | +$1.02M | +36,420 | New |
|
|
3
LPL Financial
San Diego,
California
| $989K | -$290K | -10,329 | -22% |
|
|
4
Betterment LLC
New York
| $832K | +$157K | +5,574 | +23% |
|
|
5
UBS Group
Zurich,
Switzerland
| $9.65K | -$21.2K | -753 | -68% |
|
|
TFA
6
Transamerica Financial Advisors
St. Petersburg,
Florida
| $8K | – | – | – |
|
|
7
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$704K | -25,373 | Closed |
|
|
8
AssetMark Inc
Concord,
California
| – | -$10.3K | -371 | Closed |
|
|
TRCT
9
Tower Research Capital (TRC)
New York
| – | -$4.94K | -178 | Closed |
|
DYTA Hedge Fund Activity: Q1 2025 in Review
6 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in SGI Dynamic Tactical ETF (DYTA) for Q1 2025, worth a combined $60.8M — up 9.4% from $55.5M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of DYTA and 1 opened new positions — a net loss of 2 holders — while 2 trimmed existing stakes and 2 added.
The largest buyer was Summit Global Investments, adding an estimated $5.4M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $704K sold.
- 6 institutional investors held SGI Dynamic Tactical ETF (DYTA) as of Q1 2025, down from 8 in Q4 2024.
- Funds reported $60.8M of SGI Dynamic Tactical ETF stock for Q1 2025, up 9.4% quarter-over-quarter.
- 1 fund opened new SGI Dynamic Tactical ETF positions in Q1 2025 and 3 closed out, a net change of -2 holders.
- The largest SGI Dynamic Tactical ETF buyer in Q1 2025 was Summit Global Investments, an estimated $5.4M added.
- The largest SGI Dynamic Tactical ETF seller in Q1 2025 was Susquehanna International Group, an estimated $704K sold.
Based on aggregated 13F filings for Q1 2025.