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Burney US Factor Rotation ETF

5 hedge funds and large institutions have $271M invested in Burney US Factor Rotation ETF in 2024 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 1

9% more capital invested

Capital invested by funds: $249M → $271M (+$22.1M)

0% more funds holding

Funds holding: 55 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 1 | Existing positions closed: 1

1.81% less ownership

Funds ownership: 94.76%92.95% (-1.8%)

Holders
5
Holders Change
Holders Change %
0%
% 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
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BC
1
Burney Company
Virginia
$264M +$7.47M +179,307 +3%
CAS
2
Coppell Advisory Solutions
Texas
$4.27M +$3.68M +88,232 +661%
CCM
3
Canal Capital Management
Virginia
$1.51M
FP
4
Fiduciary Planning
Florida
$1.12M -$217K -5,205 -16%
Jane Street
5
Jane Street
New York
$334K +$335K +8,048 New
GS
6
GTS Securities
New York
-$725K -18,306 Closed