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Burney US Factor Rotation ETF

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: 36 (+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: 11 (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
Name Holding Trade Value Shares
Change
Change in
Stake
BC
1
Burney Company
Virginia
$221M +$2.4M +66,403 +1%
WGCA
2
Wolf Group Capital Advisors
Virginia
$2.67M +$2.61M +72,137 New
FP
3
Fiduciary Planning
Florida
$1.43M -$341K -9,439 -20%
CCM
4
Canal Capital Management
Virginia
$1.35M
GS
5
GTS Securities
New York
$601K +$588K +16,254 New
Citadel Advisors
6
Citadel Advisors
Florida
$346K +$338K +9,350 New