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Burney US Factor Rotation ETF
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

Rank Fund Capital Flow
1
BC
Burney Company
Virginia
+$4.01M
2
FP
Fiduciary Planning
Florida
+$986K
3
GS
GTS Securities
Florida
+$98.4K

Top Sellers

Rank Fund Capital Flow
1
WGCA
Wolf Group Capital Advisors
Virginia
-$1.94M
2
Citadel Advisors
Citadel Advisors
Florida
-$261K

BRNY Hedge Fund Activity: Q4 2023 in Review

4 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in Burney US Factor Rotation ETF (BRNY) for Q4 2023, worth a combined $190M — up 15% from $165M a quarter earlier.

Sellers outnumbered buyers: 2 funds closed out of BRNY and 1 opened new positions — a net loss of 1 holder — while 0 trimmed existing stakes and 2 added.

The largest buyer was Burney Company, adding an estimated $4.01M. The largest seller was Wolf Group Capital Advisors, exiting entirely with an estimated $1.94M sold.

  • 4 institutional investors held Burney US Factor Rotation ETF (BRNY) as of Q4 2023, down from 5 in Q3 2023.
  • Funds reported $190M of Burney US Factor Rotation ETF stock for Q4 2023, up 15% quarter-over-quarter.
  • 1 fund opened new Burney US Factor Rotation ETF positions in Q4 2023 and 2 closed out, a net change of -1 holder.
  • The largest Burney US Factor Rotation ETF buyer in Q4 2023 was Burney Company, an estimated $4.01M added.
  • The largest Burney US Factor Rotation ETF seller in Q4 2023 was Wolf Group Capital Advisors, an estimated $1.94M sold.

Based on aggregated 13F filings for Q4 2023.