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Burney US Factor Rotation ETF
BRNY
BRNY
4 hedge funds and large institutions have $190M invested in Burney US Factor Rotation ETF in 2023 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 0 reducing their positions, and 2 closing their positions.
New
Increased
Maintained
Reduced
Closed
15% more capital invested
Capital invested by funds: $165M → $190M (+$25.2M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.32% less ownership
Funds ownership: 95.63% → 95.3% (-0.32%)
20% less funds holding
Funds holding: 5 → 4 (-1)
50% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 2
Holders
4
Holders Change
-1
Holders Change %
-20%
% of All Funds
0.06%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
1
Increased
2
Reduced
–
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
BC
Burney Company
Reston,
Virginia
|
+$4.01M |
| 2 |
FP
Fiduciary Planning
Englewood,
Florida
|
+$986K |
| 3 |
GS
GTS Securities
New York
|
+$98.4K |
Top Sellers
| 1 |
WGCA
Wolf Group Capital Advisors
Fairfax,
Virginia
|
-$1.94M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$261K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BC
1
Burney Company
Reston,
Virginia
| $188M | +$4.01M | +135,497 | +2% |
|
|
CCM
2
Canal Capital Management
Richmond,
Virginia
| $1.18M | – | – | – |
|
|
FP
3
Fiduciary Planning
Englewood,
Florida
| $1.08M | +$986K | +33,332 | New |
|
|
GS
4
GTS Securities
New York
| $438K | +$98.4K | +3,328 | +32% |
|
|
WGCA
5
Wolf Group Capital Advisors
Fairfax,
Virginia
| – | -$1.94M | -68,224 | Closed |
|
|
6
Citadel Advisors
Miami,
Florida
| – | -$261K | -9,188 | Closed |
|