SGI Enhanced Core ETF
USDX
8 hedge funds and large institutions have $163M invested in SGI Enhanced Core ETF in 2024 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 4 increasing their positions, 1 reducing their positions, and 2 closing their positions.
300% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 1
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
14% more funds holding
Funds holding: 7 → 8 (+1)
13% more capital invested
Capital invested by funds: $144M → $163M (+$19.4M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.71% less ownership
Funds ownership: 104.67% → 103.97% (-0.71%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SGI
Summit Global Investments
Bountiful,
Utah
|
+$17.3M |
| 2 |
Betterment LLC
New York
|
+$4.21M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$610K |
| 4 |
FTUS
Flow Traders U.S.
New York
|
+$371K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$128K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWA
Aquire Wealth Advisors
South Jordan,
Utah
|
-$207K |
| 2 |
AssetMark Inc
Concord,
California
|
-$2.25K |
| 3 |
Wells Fargo
San Francisco,
California
|
-$468 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SGI
1
Summit Global Investments
Bountiful,
Utah
| $149M | +$17.3M | +660,739 | +13% |
|
|
2
Betterment LLC
New York
| $12.9M | +$4.21M | +160,844 | +47% |
|
|
FTUS
3
Flow Traders U.S.
New York
| $752K | +$371K | +14,200 | +93% |
|
|
4
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $597K | +$610K | +23,341 | New |
|
|
5
UBS Group
Zurich,
Switzerland
| $127K | +$128K | +4,876 | +5,133% |
|
|
6
AssetMark Inc
Concord,
California
| $37K | -$2.25K | -86 | -6% |
|
7
Morgan Stanley
New York
| $21.2K | +$21.7K | +828 | New |
|
|
TFA
8
Transamerica Financial Advisors
St. Petersburg,
Florida
| $1K | +$262 | +10 | New |
|
|
AWA
9
Aquire Wealth Advisors
South Jordan,
Utah
| – | -$207K | -7,950 | Closed |
|
|
10
Wells Fargo
San Francisco,
California
| – | -$468 | -18 | Closed |
|
USDX Hedge Fund Activity: Q4 2024 in Review
8 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in SGI Enhanced Core ETF (USDX) for Q4 2024, worth a combined $163M — up 13% from $144M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new USDX positions and 2 closed out — a net gain of 1 holder — while 4 added to existing stakes and 1 trimmed.
The largest buyer was Summit Global Investments, adding an estimated $17.3M. The largest seller was Aquire Wealth Advisors, exiting entirely with an estimated $207K sold.
- 8 institutional investors held SGI Enhanced Core ETF (USDX) as of Q4 2024, up from 7 in Q3 2024.
- Funds reported $163M of SGI Enhanced Core ETF stock for Q4 2024, up 13% quarter-over-quarter.
- 3 funds opened new SGI Enhanced Core ETF positions in Q4 2024 and 2 closed out, a net change of +1 holder.
- The largest SGI Enhanced Core ETF buyer in Q4 2024 was Summit Global Investments, an estimated $17.3M added.
- The largest SGI Enhanced Core ETF seller in Q4 2024 was Aquire Wealth Advisors, an estimated $207K sold.
Based on aggregated 13F filings for Q4 2024.