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Burney US Factor Rotation ETF
BRNY

3 hedge funds and large institutions have $218M invested in Burney US Factor Rotation ETF in 2024 Q1 according to their latest regulatory filings, with 0 funds opening new positions, 2 increasing their positions, reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more capital invested

Capital invested by funds: $190M → $218M (+$27.5M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.25% less ownership

Funds ownership: 95.3% → 95.05% (-0.25%)

25% less funds holding

Funds holding: 4 → 3 (-1)

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 1

Holders
3
Holders Change
-1
Holders Change %
-25%
% of All Funds
0.04%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
–
Increased
2
Reduced
–
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BC
Burney Company
Virginia
+$2.99M
2
FP
Fiduciary Planning
Florida
+$502K

Top Sellers

1
GS
GTS Securities
New York
-$438K
Name Holding Trade Value Shares
Change 		Change in
Stake
BC
1
Burney Company
Virginia
$215M +$2.99M +87,742 +2%
FP
2
Fiduciary Planning
Florida
$1.75M +$502K +14,755 +44%
CCM
3
Canal Capital Management
Virginia
$1.33M – – –
GS
4
GTS Securities
New York
– -$438K -13,570 Closed