FIS Bright Portfolios Focused Equity ETF
BRIF
7 hedge funds and large institutions have $97M invested in FIS Bright Portfolios Focused Equity ETF in 2025 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 2 increasing their positions, 2 reducing their positions, and 2 closing their positions.
8% more capital invested
Capital invested by funds: $89.6M → $97M (+$7.4M)
0.02% more ownership
Funds ownership: 98.39% → 98.42% (+0.02%)
0% more funds holding
Funds holding: 7 → 7 (0)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 2
0% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Creative Planning
Overland Park,
Kansas
|
+$534K |
| 2 |
CFD
Creative Financial Designs
Kokomo,
Indiana
|
+$347K |
| 3 |
JP Morgan Chase
New York
|
+$8.56K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CW
CreativeOne Wealth
Overland Park,
Kansas
|
-$1.09M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$17.1K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$330 |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$192 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CW
1
CreativeOne Wealth
Overland Park,
Kansas
| $94.9M | -$1.09M | -38,238 | -1% |
|
|
CFD
2
Creative Financial Designs
Kokomo,
Indiana
| $1M | +$347K | +12,160 | +57% |
|
|
3
Creative Planning
Overland Park,
Kansas
| $557K | +$534K | +18,705 | New |
|
|
BWM
4
BAM Wealth Management
Lakewood,
Colorado
| $252K | +$242K | +8,482 | New |
|
|
5
Citadel Advisors
Miami,
Florida
| $235K | -$17.1K | -598 | -7% |
|
|
6
JP Morgan Chase
New York
| $9.05K | +$8.56K | +300 | +7,500% |
|
|
GM
7
GeoWealth Management
Chicago,
Illinois
| $357 | – | – | – |
|
|
8
UBS Group
Zurich,
Switzerland
| – | -$330 | -12 | Closed |
|
|
9
Bank of America
Charlotte,
North Carolina
| – | -$192 | -7 | Closed |
|
BRIF Hedge Fund Activity: Q3 2025 in Review
7 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in FIS Bright Portfolios Focused Equity ETF (BRIF) for Q3 2025, worth a combined $97M — up 8.3% from $89.6M a quarter earlier.
Fund positioning in BRIF was balanced in Q3 2025: 2 funds opened new positions, 2 closed out, 2 added to existing stakes and 2 trimmed.
The largest buyer was Creative Planning, opening a new position worth an estimated $534K. The largest seller was CreativeOne Wealth, cutting an estimated $1.09M.
- 7 institutional investors held FIS Bright Portfolios Focused Equity ETF (BRIF) as of Q3 2025, unchanged from Q2 2025.
- Funds reported $97M of FIS Bright Portfolios Focused Equity ETF stock for Q3 2025, up 8.3% quarter-over-quarter.
- 2 funds opened new FIS Bright Portfolios Focused Equity ETF positions in Q3 2025 and 2 closed out, a net change of 0 holders.
- The largest FIS Bright Portfolios Focused Equity ETF buyer in Q3 2025 was Creative Planning, an estimated $534K added.
- The largest FIS Bright Portfolios Focused Equity ETF seller in Q3 2025 was CreativeOne Wealth, an estimated $1.09M sold.
Based on aggregated 13F filings for Q3 2025.