SGI Enhanced Core ETF
USDX
7 hedge funds and large institutions have $144M invested in SGI Enhanced Core ETF in 2024 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 3 increasing their positions, 1 reducing their positions, and 1 closing their positions.
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
200% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 1
40% more capital invested
Capital invested by funds: $103M → $144M (+$41.4M)
40% more funds holding
Funds holding: 5 → 7 (+2)
0.98% more ownership
Funds ownership: 103.69% → 104.67% (+0.98%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| 1 |
SGI
Summit Global Investments
Bountiful,
Utah
|
+$33.1M |
| 2 |
Betterment LLC
New York
|
+$5.77M |
| 3 |
FTUS
Flow Traders U.S.
New York
|
+$391K |
| 4 |
AssetMark Inc
Concord,
California
|
+$39.4K |
| 5 |
AWA
Aquire Wealth Advisors
South Jordan,
Utah
|
+$1.88K |
Top Sellers
| 1 |
UBS Group
Zurich,
Switzerland
|
-$88.5K |
| 2 |
TRCT
Tower Research Capital (TRC)
New York
|
-$819 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SGI
1
Summit Global Investments
Bountiful,
Utah
| $135M | +$33.1M | +1,286,476 | +33% |
|
|
2
Betterment LLC
New York
| $8.91M | +$5.77M | +224,444 | +190% |
|
|
FTUS
3
Flow Traders U.S.
New York
| $396K | +$391K | +15,230 | New |
|
|
AWA
4
Aquire Wealth Advisors
South Jordan,
Utah
| $207K | +$1.88K | +73 | +0.9% |
|
|
5
AssetMark Inc
Concord,
California
| $39.9K | +$39.4K | +1,534 | New |
|
|
6
UBS Group
Zurich,
Switzerland
| $2.47K | -$88.5K | -3,446 | -97% |
|
7
Wells Fargo
San Francisco,
California
| $468 | +$462 | +18 | New |
|
|
TRCT
8
Tower Research Capital (TRC)
New York
| – | -$819 | -32 | Closed |
|
USDX Hedge Fund Activity: Q3 2024 in Review
7 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in SGI Enhanced Core ETF (USDX) for Q3 2024, worth a combined $144M — up 40% from $103M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new USDX positions and 1 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 $33.1M. The largest seller was UBS Group, cutting an estimated $88.5K.
- 7 institutional investors held SGI Enhanced Core ETF (USDX) as of Q3 2024, up from 5 in Q2 2024.
- Funds reported $144M of SGI Enhanced Core ETF stock for Q3 2024, up 40% quarter-over-quarter.
- 3 funds opened new SGI Enhanced Core ETF positions in Q3 2024 and 1 closed out, a net change of +2 holders.
- The largest SGI Enhanced Core ETF buyer in Q3 2024 was Summit Global Investments, an estimated $33.1M added.
- The largest SGI Enhanced Core ETF seller in Q3 2024 was UBS Group, an estimated $88.5K sold.
Based on aggregated 13F filings for Q3 2024.