SGI Enhanced Core ETF (USDX)

ETF ยท Nasdaq

SGI Enhanced Core ETF (USDX) is an exchange-traded fund listed on Nasdaq, where it has traded since February 28, 2024.

Type
Exchange-traded fund
Listed On
Nasdaq
Listed Since
February 28, 2024

Institutional ownership

In 13F filings for the quarter ended June 30, 2026, 5 institutions reported holding USDX, with 9.6 million shares worth $244.0 million in aggregate. The largest reported holder was Summit Global Investments, with 8.7 million shares worth $222.2 million. Of the 5 largest holders listed below, 1 opened a new position in USDX, 1 added shares and 3 reduced their positions during the quarter.

InstitutionSharesValueQuarter change
Summit Global Investments8,719,186$222MReduced 11.37%
Betterment757,431$19MAdded 0.57%
Beta Wealth Group84,291$2MReduced 1.98%
Susquehanna International Group11,411$291KNew position
Transamerica Financial Advisors344$9KReduced 28.03%

Form 13F is a quarterly report that institutional investment managers with at least $100 million in qualifying securities file with the SEC. It lists long positions as of the last day of the quarter and is due within 45 days of quarter end, so these holdings describe that date rather than today.

Frequently asked questions

What is USDX?

SGI Enhanced Core ETF (USDX) is an exchange-traded fund listed on Nasdaq, where it has traded since February 28, 2024.

Who are the largest institutional holders of USDX?

In 13F filings for the quarter ended June 30, 2026, the largest reported holders of USDX were Summit Global Investments, Betterment and Beta Wealth Group.

How many institutions own USDX?

5 institutions reported a position in USDX for the quarter ended June 30, 2026, worth $244.0 million in total.

Did institutions buy or sell USDX last quarter?

Of the 5 largest reported holders, 1 opened a new position in USDX, 1 added shares and 3 reduced their positions during the quarter. Every reported holder and its change is on the SentiSense ownership page for USDX.

Every reported institutional holder, plus insider and congressional trades in USDX, on SentiSense.