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Burney US Factor Rotation ETF
BRNY

6 hedge funds and large institutions have $227M invested in Burney US Factor Rotation ETF in 2024 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding

Funds holding: 3 → 6 (+3)

1.08% more ownership

Funds ownership: 95.05% → 96.13% (+1.1%)

4% more capital invested

Capital invested by funds: $218M → $227M (+$9.16M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0% more repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 1

Holders
6
Holders Change
+3
Holders Change %
+100%
% of All Funds
0.09%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
3
Increased
1
Reduced
1
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
WGCA
Wolf Group Capital Advisors
Virginia
+$2.61M
2
BC
Burney Company
Virginia
+$2.4M
3
GS
GTS Securities
Florida
+$588K
4
Citadel Advisors
Citadel Advisors
Florida
+$338K

Top Sellers

Rank Fund Capital Flow
1
FP
Fiduciary Planning
Florida
-$341K

BRNY Hedge Fund Activity: Q2 2024 in Review

6 of the 6,935 institutional investors tracked by Wall St. Rank reported a position in Burney US Factor Rotation ETF (BRNY) for Q2 2024, worth a combined $227M — up 4.2% from $218M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new BRNY positions and 0 closed out — a net gain of 3 holders — while 1 added to existing stakes and 1 trimmed.

The largest buyer was Wolf Group Capital Advisors, opening a new position worth an estimated $2.61M. The largest seller was Fiduciary Planning, cutting an estimated $341K.

  • 6 institutional investors held Burney US Factor Rotation ETF (BRNY) as of Q2 2024, up from 3 in Q1 2024.
  • Funds reported $227M of Burney US Factor Rotation ETF stock for Q2 2024, up 4.2% quarter-over-quarter.
  • 3 funds opened new Burney US Factor Rotation ETF positions in Q2 2024 and 0 closed out, a net change of +3 holders.
  • The largest Burney US Factor Rotation ETF buyer in Q2 2024 was Wolf Group Capital Advisors, an estimated $2.61M added.
  • The largest Burney US Factor Rotation ETF seller in Q2 2024 was Fiduciary Planning, an estimated $341K sold.

Based on aggregated 13F filings for Q2 2024.