Burney US Factor Rotation ETF
BRNY
7 hedge funds and large institutions have $310M 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.
200% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 1
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
40% more funds holding
Funds holding: 5 → 7 (+2)
15% more capital invested
Capital invested by funds: $271M → $310M (+$39.3M)
2.87% more ownership
Funds ownership: 92.95% → 95.82% (+2.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAS
Coppell Advisory Solutions
Coppell,
Texas
|
+$38.3M |
| 2 |
BC
Burney Company
Reston,
Virginia
|
+$10.3M |
| 3 |
WGCA
Wolf Group Capital Advisors
Fairfax,
Virginia
|
+$3.17M |
| 4 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$455K |
| 5 |
Jane Street
New York
|
+$105K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FP
Fiduciary Planning
Englewood,
Florida
|
-$265K |
BRNY Hedge Fund Activity: Q1 2025 in Review
7 of the 7,471 institutional investors tracked by Wall St. Rank reported a position in Burney US Factor Rotation ETF (BRNY) for Q1 2025, worth a combined $310M — up 15% from $271M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new BRNY positions and 0 closed out — a net gain of 2 holders — while 3 added to existing stakes and 1 trimmed.
The largest buyer was Coppell Advisory Solutions, adding an estimated $38.3M. The largest seller was Fiduciary Planning, cutting an estimated $265K.
- 7 institutional investors held Burney US Factor Rotation ETF (BRNY) as of Q1 2025, up from 5 in Q4 2024.
- Funds reported $310M of Burney US Factor Rotation ETF stock for Q1 2025, up 15% quarter-over-quarter.
- 2 funds opened new Burney US Factor Rotation ETF positions in Q1 2025 and 0 closed out, a net change of +2 holders.
- The largest Burney US Factor Rotation ETF buyer in Q1 2025 was Coppell Advisory Solutions, an estimated $38.3M added.
- The largest Burney US Factor Rotation ETF seller in Q1 2025 was Fiduciary Planning, an estimated $265K sold.
Based on aggregated 13F filings for Q1 2025.