FIS Bright Portfolios Focused Equity ETF
BRIF
7 hedge funds and large institutions have $102M invested in FIS Bright Portfolios Focused Equity ETF in 2025 Q4 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.
6% more capital invested
Capital invested by funds: $97M → $102M (+$5.46M)
0% more funds holding
Funds holding: 7 → 7 (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
1.52% less ownership
Funds ownership: 98.42% → 96.9% (-1.5%)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$96.8M |
| 2 |
CFD
Creative Financial Designs
Kokomo,
Indiana
|
+$1.62M |
| 3 |
Jones Financial Companies
Des Peres,
Missouri
|
+$33.4K |
| 4 |
BWM
BAM Wealth Management
Lakewood,
Colorado
|
+$2.27K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CW
CreativeOne Wealth
Overland Park,
Kansas
|
-$94.4M |
| 2 |
Creative Planning
Overland Park,
Kansas
|
-$359K |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$235K |
| 4 |
JP Morgan Chase
New York
|
-$9.05K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
| $97.2M | +$96.8M | +3,197,675 | New |
|
|
CFD
2
Creative Financial Designs
Kokomo,
Indiana
| $2.62M | +$1.62M | +53,632 | +159% |
|
|
CW
3
CreativeOne Wealth
Overland Park,
Kansas
| $2.18M | -$94.4M | -3,117,934 | -98% |
|
|
BWM
4
BAM Wealth Management
Lakewood,
Colorado
| $257K | +$2.27K | +75 | +0.9% |
|
|
5
Creative Planning
Overland Park,
Kansas
| $206K | -$359K | -11,850 | -63% |
|
|
6
Jones Financial Companies
Des Peres,
Missouri
| $33.2K | +$33.4K | +1,105 | New |
|
|
GM
7
GeoWealth Management
Chicago,
Illinois
| $360 | – | – | – |
|
|
8
Citadel Advisors
Miami,
Florida
| – | -$235K | -7,910 | Closed |
|
|
9
JP Morgan Chase
New York
| – | -$9.05K | -304 | Closed |
|
BRIF Hedge Fund Activity: Q4 2025 in Review
7 of the 8,232 institutional investors tracked by Wall St. Rank reported a position in FIS Bright Portfolios Focused Equity ETF (BRIF) for Q4 2025, worth a combined $102M — up 5.6% from $97M a quarter earlier.
Fund positioning in BRIF was balanced in Q4 2025: 2 funds opened new positions, 2 closed out, 2 added to existing stakes and 2 trimmed.
The largest buyer was Wealth Enhancement Advisory Services, opening a new position worth an estimated $96.8M. The largest seller was CreativeOne Wealth, cutting an estimated $94.4M.
- 7 institutional investors held FIS Bright Portfolios Focused Equity ETF (BRIF) as of Q4 2025, unchanged from Q3 2025.
- Funds reported $102M of FIS Bright Portfolios Focused Equity ETF stock for Q4 2025, up 5.6% quarter-over-quarter.
- 2 funds opened new FIS Bright Portfolios Focused Equity ETF positions in Q4 2025 and 2 closed out, a net change of 0 holders.
- The largest FIS Bright Portfolios Focused Equity ETF buyer in Q4 2025 was Wealth Enhancement Advisory Services, an estimated $96.8M added.
- The largest FIS Bright Portfolios Focused Equity ETF seller in Q4 2025 was CreativeOne Wealth, an estimated $94.4M sold.
Based on aggregated 13F filings for Q4 2025.