Burney US Factor Rotation ETF
BRNY
5 hedge funds and large institutions have $249M invested in Burney US Factor Rotation ETF in 2024 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and 2 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 1
10% more capital invested
Capital invested by funds: $227M → $249M (+$21.9M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
1.38% less ownership
Funds ownership: 96.13% → 94.76% (-1.4%)
17% less funds holding
Funds holding: 6 → 5 (-1)
50% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BC
Burney Company
Reston,
Virginia
|
+$7.99M |
| 2 |
CAS
Coppell Advisory Solutions
Coppell,
Texas
|
+$504K |
| 3 |
GS
GTS Securities
Miami,
Florida
|
+$77.4K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WGCA
Wolf Group Capital Advisors
Fairfax,
Virginia
|
-$2.67M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$346K |
| 3 |
FP
Fiduciary Planning
Englewood,
Florida
|
-$241K |
BRNY Hedge Fund Activity: Q3 2024 in Review
5 of the 6,978 institutional investors tracked by Wall St. Rank reported a position in Burney US Factor Rotation ETF (BRNY) for Q3 2024, worth a combined $249M — up 9.6% from $227M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of BRNY and 1 opened new positions — a net loss of 1 holder — while 1 trimmed existing stakes and 2 added.
The largest buyer was Burney Company, adding an estimated $7.99M. The largest seller was Wolf Group Capital Advisors, exiting entirely with an estimated $2.67M sold.
- 5 institutional investors held Burney US Factor Rotation ETF (BRNY) as of Q3 2024, down from 6 in Q2 2024.
- Funds reported $249M of Burney US Factor Rotation ETF stock for Q3 2024, up 9.6% quarter-over-quarter.
- 1 fund opened new Burney US Factor Rotation ETF positions in Q3 2024 and 2 closed out, a net change of -1 holder.
- The largest Burney US Factor Rotation ETF buyer in Q3 2024 was Burney Company, an estimated $7.99M added.
- The largest Burney US Factor Rotation ETF seller in Q3 2024 was Wolf Group Capital Advisors, an estimated $2.67M sold.
Based on aggregated 13F filings for Q3 2024.