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Burney US Factor Rotation ETF

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.

New
Increased
Maintained
Reduced
Closed

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: 12 (+1)

40% more funds holding

Funds holding: 57 (+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%)

Holders
7
Holders Change
+2
Holders Change %
+40%
% of All Funds
0.09%
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
Change in
Stake
BC
1
Burney Company
Virginia
$264M +$10.3M +243,654 +4%
CAS
2
Coppell Advisory Solutions
Texas
$40.5M +$38.3M +910,438 +896%
WGCA
3
Wolf Group Capital Advisors
Virginia
$3M +$3.17M +75,243 New
CCM
4
Canal Capital Management
Virginia
$1.46M
FP
5
Fiduciary Planning
Florida
$829K -$265K -6,303 -23%
KAS
6
Kestra Advisory Services
Texas
$432K +$455K +10,819 New
Jane Street
7
Jane Street
New York
$421K +$105K +2,505 +31%