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Burney US Factor Rotation ETF
BRNY

5 hedge funds and large institutions have $165M invested in Burney US Factor Rotation ETF in 2023 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 0 increasing their positions, 1 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more funds holding

Funds holding: 1 → 5 (+4)

173% more capital inflows, than outflows

Capital inflows: $3.63M | Capital outflows: $1.33M

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.12% less ownership

Funds ownership: 95.75% → 95.63% (-0.12%)

100% less repeat investments, than reductions

Existing positions increased: 0 | Existing positions reduced: 1

Holders
5
Holders Change
+4
Holders Change %
+400%
% of All Funds
0.08%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
4
Increased
–
Reduced
1
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
WGCA
Wolf Group Capital Advisors
Virginia
+$2M
2
CCM
Canal Capital Management
Virginia
+$1.07M
3
GS
GTS Securities
Florida
+$300K
4
Citadel Advisors
Citadel Advisors
Florida
+$269K

Top Sellers

Rank Fund Capital Flow
1
BC
Burney Company
Virginia
-$1.33M

BRNY Hedge Fund Activity: Q3 2023 in Review

5 of the 6,314 institutional investors tracked by Wall St. Rank reported a position in Burney US Factor Rotation ETF (BRNY) for Q3 2023, worth a combined $165M — down 0.57% from $166M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new BRNY positions and 0 closed out — a net gain of 4 holders — while 0 added to existing stakes and 1 trimmed.

The largest buyer was Wolf Group Capital Advisors, opening a new position worth an estimated $2M. The largest seller was Burney Company, cutting an estimated $1.33M.

  • 5 institutional investors held Burney US Factor Rotation ETF (BRNY) as of Q3 2023, up from 1 in Q2 2023.
  • Funds reported $165M of Burney US Factor Rotation ETF stock for Q3 2023, down 0.57% quarter-over-quarter.
  • 4 funds opened new Burney US Factor Rotation ETF positions in Q3 2023 and 0 closed out, a net change of +4 holders.
  • The largest Burney US Factor Rotation ETF buyer in Q3 2023 was Wolf Group Capital Advisors, an estimated $2M added.
  • The largest Burney US Factor Rotation ETF seller in Q3 2023 was Burney Company, an estimated $1.33M sold.

Based on aggregated 13F filings for Q3 2023.