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Burney US Factor Rotation ETF
BRNY

Overview Fund Trends Analyst Outlook Journalist POV

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.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10: →

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding: →

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%)

Holders
8
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
–
Puts
–
Net Calls
Net Calls Change

Top Buyers

1
+$12.6M
2
+$9.21M
3
+$7.28M
4
ADIM
Alpha DNA Investment Management
Maryland
+$208K
5
Wells Fargo
Wells Fargo
California
+$9.44K

Top Sellers

1
-$421K
2
-$117K
3
-$2.62K
Name Holding Trade Value Shares
Change 		Change in
Stake
BC
1
Burney Company
Virginia
$307M
CAS
2
Coppell Advisory Solutions
Texas
$58M
CWM
3
Congress Wealth Management
Massachusetts
$7.28M
CCM
4
Canal Capital Management
Virginia
$1.65M
FP
5
Fiduciary Planning
Florida
$820K
KAS
6
Kestra Advisory Services
Texas
$486K
ADIM
7
Alpha DNA Investment Management
Maryland
$208K
Wells Fargo
8
Wells Fargo
California
$9.44K
Jane Street
9
Jane Street
New York
–