Burney US Factor Rotation ETF
BRNY
8 hedge funds and large institutions have $376M invested in Burney US Factor Rotation ETF in 2025 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 2 increasing their positions, 2 reducing their positions, and 1 closing their positions.
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
21% more capital invested
Capital invested by funds: $310M → $376M (+$65.4M)
14% more funds holding
Funds holding: 7 → 8 (+1)
0% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 2
1.35% less ownership
Funds ownership: 95.82% → 94.47% (-1.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAS
Coppell Advisory Solutions
Coppell,
Texas
|
+$11.6M |
| 2 |
BC
Burney Company
Reston,
Virginia
|
+$8.44M |
| 3 |
CWM
Congress Wealth Management
Boston,
Massachusetts
|
+$6.68M |
| 4 |
ADIM
Alpha DNA Investment Management
Columbia,
Maryland
|
+$191K |
| 5 |
Wells Fargo
San Francisco,
California
|
+$8.65K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$421K |
| 2 |
FP
Fiduciary Planning
Englewood,
Florida
|
-$107K |
| 3 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$2.4K |
BRNY Hedge Fund Activity: Q2 2025 in Review
8 of the 7,612 institutional investors tracked by Wall St. Rank reported a position in Burney US Factor Rotation ETF (BRNY) for Q2 2025, worth a combined $376M — up 21% from $310M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new BRNY positions and 1 closed out — a net gain of 2 holders — while 2 added to existing stakes and 2 trimmed.
The largest buyer was Coppell Advisory Solutions, adding an estimated $11.6M. The largest seller was Jane Street, exiting entirely with an estimated $421K sold.
- 8 institutional investors held Burney US Factor Rotation ETF (BRNY) as of Q2 2025, up from 7 in Q1 2025.
- Funds reported $376M of Burney US Factor Rotation ETF stock for Q2 2025, up 21% quarter-over-quarter.
- 3 funds opened new Burney US Factor Rotation ETF positions in Q2 2025 and 1 closed out, a net change of +2 holders.
- The largest Burney US Factor Rotation ETF buyer in Q2 2025 was Coppell Advisory Solutions, an estimated $11.6M added.
- The largest Burney US Factor Rotation ETF seller in Q2 2025 was Jane Street, an estimated $421K sold.
Based on aggregated 13F filings for Q2 2025.