SGI Dynamic Tactical ETF
DYTA
6 hedge funds and large institutions have $63.8M invested in SGI Dynamic Tactical ETF in 2025 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, 1 reducing their positions, and 0 closing their positions.
200% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 1
50% more funds holding
Funds holding: 4 → 6 (+2)
0.81% more ownership
Funds ownership: 94.61% → 95.41% (+0.81%)
1% more capital invested
Capital invested by funds: $63.3M → $63.8M (+$494K)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SGI
Summit Global Investments
Bountiful,
Utah
|
+$269K |
| 2 |
Betterment LLC
New York
|
+$120K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$26K |
| 4 |
TFA
Transamerica Financial Advisors
St. Petersburg,
Florida
|
+$15.8K |
| 5 |
AAP
Arax Advisory Partners
Denver,
Colorado
|
+$674 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$307K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SGI
1
Summit Global Investments
Bountiful,
Utah
| $62.3M | +$269K | +9,174 | +0.4% |
|
|
2
Betterment LLC
New York
| $921K | +$120K | +4,101 | +15% |
|
|
3
LPL Financial
San Diego,
California
| $495K | -$307K | -10,471 | -38% |
|
|
4
Royal Bank of Canada
Toronto,
Ontario, Canada
| $26K | +$26K | +888 | New |
|
|
TFA
5
Transamerica Financial Advisors
St. Petersburg,
Florida
| $23.6K | +$15.8K | +539 | +200% |
|
|
AAP
6
Arax Advisory Partners
Denver,
Colorado
| $672 | +$674 | +23 | New |
|
DYTA Hedge Fund Activity: Q4 2025 in Review
6 of the 8,229 institutional investors tracked by Wall St. Rank reported a position in SGI Dynamic Tactical ETF (DYTA) for Q4 2025, worth a combined $63.8M — up 0.78% from $63.3M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new DYTA positions and 0 closed out — a net gain of 2 holders — while 3 added to existing stakes and 1 trimmed.
The largest buyer was Summit Global Investments, adding an estimated $269K. The largest seller was LPL Financial, cutting an estimated $307K.
- 6 institutional investors held SGI Dynamic Tactical ETF (DYTA) as of Q4 2025, up from 4 in Q3 2025.
- Funds reported $63.8M of SGI Dynamic Tactical ETF stock for Q4 2025, up 0.78% quarter-over-quarter.
- 2 funds opened new SGI Dynamic Tactical ETF positions in Q4 2025 and 0 closed out, a net change of +2 holders.
- The largest SGI Dynamic Tactical ETF buyer in Q4 2025 was Summit Global Investments, an estimated $269K added.
- The largest SGI Dynamic Tactical ETF seller in Q4 2025 was LPL Financial, an estimated $307K sold.
Based on aggregated 13F filings for Q4 2025.