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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.

New
Increased
Maintained
Reduced
Closed

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

Holders
5
Holders Change
-1
Holders Change %
-16.67%
% of All Funds
0.07%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
1
Increased
2
Reduced
1
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BC
Burney Company
Virginia
+$7.99M
2
CAS
Coppell Advisory Solutions
Texas
+$504K
3
GS
GTS Securities
New York
+$77.4K

Top Sellers

1
WGCA
Wolf Group Capital Advisors
Virginia
-$2.67M
2
Citadel Advisors
Citadel Advisors
Florida
-$346K
3
FP
Fiduciary Planning
Florida
-$241K
Name Holding Trade Value Shares
Change 		Change in
Stake
BC
1
Burney Company
Virginia
$245M +$7.99M +211,798 +4%
CCM
2
Canal Capital Management
Virginia
$1.45M – – –
FP
3
Fiduciary Planning
Florida
$1.28M -$241K -6,385 -17%
GS
4
GTS Securities
New York
$725K +$77.4K +2,052 +13%
CAS
5
Coppell Advisory Solutions
Texas
$526K +$504K +13,344 New
WGCA
6
Wolf Group Capital Advisors
Virginia
– -$2.67M -72,137 Closed
Citadel Advisors
7
Citadel Advisors
Florida
– -$346K -9,350 Closed