SGI Dynamic Tactical ETF
DYTA
4 hedge funds and large institutions have $63.3M invested in SGI Dynamic Tactical ETF in 2025 Q3 according to their latest regulatory filings, with funds opening new positions, 1 increasing their positions, 2 reducing their positions, and 1 closing their positions.
2% more capital invested
Capital invested by funds: $61.8M → $63.3M (+$1.5M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
2.46% less ownership
Funds ownership: 97.07% → 94.61% (-2.5%)
20% less funds holding
Funds holding: 5 → 4 (-1)
50% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 2
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Betterment LLC
New York
|
+$69.9K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SGI
Summit Global Investments
Bountiful,
Utah
|
-$521K |
| 2 |
LPL Financial
San Diego,
California
|
-$189K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$8.44K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SGI
1
Summit Global Investments
Bountiful,
Utah
| $61.7M | -$521K | -18,350 | -0.9% |
|
|
2
Betterment LLC
New York
| $797K | +$69.9K | +2,464 | +10% |
|
|
3
LPL Financial
San Diego,
California
| $796K | -$189K | -6,654 | -20% |
|
|
TFA
4
Transamerica Financial Advisors
St. Petersburg,
Florida
| $7.79K | – | – | – |
|
|
5
UBS Group
Zurich,
Switzerland
| – | -$8.44K | -301 | Closed |
|
DYTA Hedge Fund Activity: Q3 2025 in Review
4 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in SGI Dynamic Tactical ETF (DYTA) for Q3 2025, worth a combined $63.3M — up 2.4% from $61.8M a quarter earlier.
Sellers outnumbered buyers: 1 fund closed out of DYTA and 0 opened new positions — a net loss of 1 holder — while 2 trimmed existing stakes and 1 added.
The largest buyer was Betterment LLC, adding an estimated $69.9K. The largest seller was Summit Global Investments, cutting an estimated $521K.
- 4 institutional investors held SGI Dynamic Tactical ETF (DYTA) as of Q3 2025, down from 5 in Q2 2025.
- Funds reported $63.3M of SGI Dynamic Tactical ETF stock for Q3 2025, up 2.4% quarter-over-quarter.
- 0 funds opened new SGI Dynamic Tactical ETF positions in Q3 2025 and 1 closed out, a net change of -1 holder.
- The largest SGI Dynamic Tactical ETF buyer in Q3 2025 was Betterment LLC, an estimated $69.9K added.
- The largest SGI Dynamic Tactical ETF seller in Q3 2025 was Summit Global Investments, an estimated $521K sold.
Based on aggregated 13F filings for Q3 2025.