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Burney US Factor Rotation ETF

7 hedge funds and large institutions have $374M invested in Burney US Factor Rotation ETF in 2025 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 2 increasing their positions, 2 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
7
Holders Change
+1
Holders Change %
+16.67%
% of All Funds
0.09%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
3
Increased
2
Reduced
2
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BC
1
Burney Company
Virginia
$307M +$9.21M +203,886 +3%
CAS
2
Coppell Advisory Solutions
Texas
$58M +$12.6M +279,915 +28%
CWM
3
Congress Wealth Management
Massachusetts
$7.28M +$7.28M +161,217 New
FP
4
Fiduciary Planning
Florida
$820K -$117K -2,589 -12%
KAS
5
Kestra Advisory Services
Texas
$486K -$2.62K -58 -0.5%
ADIM
6
Alpha DNA Investment Management
Maryland
$208K +$208K +4,606 New
Wells Fargo
7
Wells Fargo
California
$9.44K +$9.44K +209 New
Jane Street
8
Jane Street
New York
-$421K -10,553 Closed