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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
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
Shares
Change %
BC
1
Burney Company
Virginia
$221M +$2.45M +66,403 +1%
WGCA
2
Wolf Group Capital Advisors
Virginia
$2.67M +$2.67M +72,137 New
FP
3
Fiduciary Planning
Florida
$1.43M -$349K -9,439 -20%
CCM
4
Canal Capital Management
Virginia
$1.35M
GS
5
GTS Securities
New York
$601K +$601K +16,254 New
Citadel Advisors
6
Citadel Advisors
Florida
$346K +$346K +9,350 New