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Burney US Factor Rotation ETF

6 hedge funds and large institutions have $309M invested in Burney US Factor Rotation ETF in 2025 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, 1 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
6
Holders Change
+1
Holders Change %
+20%
% of All Funds
0.08%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
2
Increased
3
Reduced
1
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BC
1
Burney Company
Virginia
$264M +$9.73M +243,654 +4%
CAS
2
Coppell Advisory Solutions
Texas
$40.5M +$36.4M +910,438 +896%
WGCA
3
Wolf Group Capital Advisors
Virginia
$3M +$3M +75,243 New
FP
4
Fiduciary Planning
Florida
$829K -$252K -6,303 -23%
KAS
5
Kestra Advisory Services
Texas
$432K +$432K +10,819 New
Jane Street
6
Jane Street
New York
$421K +$100K +2,505 +31%