BRNY icon

Burney US Factor Rotation ETF
BRNY

Overview Fund Activity
47.61 USD
0.00
0%
At close Updated Sep 15, 4:00 PM EDT
1 day
0%
5 days
1.51%
1 month
3.23%
3 months
9.22%
6 months
17.7%
Year to date
14.31%
1 year
23.6%
5 years
94.56%
10 years
94.56%
0
Funds holding %
of 7,463 funds
–
Analysts bullish %

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

200% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 1

50% more funds holding in top 10

Funds holding in top 10: 2 [Q1] → 3 (+1) [Q2]

21% more capital invested

Capital invested by funds: $309M [Q1] → $374M (+$65.2M) [Q2]

17% more funds holding

Funds holding: 6 [Q1] → 7 (+1) [Q2]

0% more repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 2

1.31% less ownership

Funds ownership: 95.37% [Q1] → 94.05% (-1.31%) [Q2]

See Fund Rankings

Financial journalist opinion

Positive
Seeking Alpha
8 months ago
BRNY: An ETF With Dynamic Allocation, Performance In Line With The Broader Market
The Burney U.S. Factor Rotation ETF (BRNY) dynamically adjusts its allocation based on market conditions, outperforming most peers despite its short track record. BRNY's portfolio is diversified across market capitalizations and sectors, with a notable overweight in healthcare, financial services, and technology. The fund's valuation is attractive, with a lower P/E ratio than the Russell 1000, driven by core holdings in financials and healthcare.
BRNY: An ETF With Dynamic Allocation, Performance In Line With The Broader Market
Positive
Seeking Alpha
8 months ago
BRNY: A Worthy But Not Perfect Candidate For A Factor Investor's Playbook
Actively managed BRNY has a factor-rotation strategy designed to benefit from the "Investment Cycles," including those beneficial for small caps and value or large caps and growth. Its 2024 performance was excellent, and the current mix of growth and value looks markedly more appealing than that of IVV. However, its performance since October 2022 looks much less impressive, highlighting vulnerabilities of its strategy.
BRNY: A Worthy But Not Perfect Candidate For A Factor Investor's Playbook
Positive
Seeking Alpha
1 year ago
BRNY: Too Early To Tell
The Burney U.S. Factor Rotation ETF (BRNY) aims to capitalize on market phases by predicting and rotating between different market factors like size and style. BRNY's unique strategy involves using alternative data sets and active management to potentially outperform the market, though it comes with higher fees. Despite its innovative approach, BRNY has lagged the S&P 500 ETF since its launch in October 2022, needing more time for evaluation.
BRNY: Too Early To Tell
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