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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.

New
Increased
Maintained
Reduced
Closed

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%)

Holders
8
Holders Change
+1
Holders Change %
+14.29%
% of All Funds
0.11%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
3
Increased
2
Reduced
2
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CAS
Coppell Advisory Solutions
Texas
+$11.6M
2
BC
Burney Company
Virginia
+$8.44M
3
CWM
Congress Wealth Management
Massachusetts
+$6.68M
4
ADIM
Alpha DNA Investment Management
Maryland
+$191K
5
Wells Fargo
Wells Fargo
California
+$8.65K

Top Sellers

1
Jane Street
Jane Street
New York
-$421K
2
FP
Fiduciary Planning
Florida
-$107K
3
KAS
Kestra Advisory Services
Texas
-$2.4K
Name Holding Trade Value Shares
Change 		Change in
Stake
BC
1
Burney Company
Virginia
$307M +$8.44M +203,886 +3%
CAS
2
Coppell Advisory Solutions
Texas
$58M +$11.6M +279,915 +28%
CWM
3
Congress Wealth Management
Massachusetts
$7.28M +$6.68M +161,217 New
CCM
4
Canal Capital Management
Virginia
$1.65M – – –
FP
5
Fiduciary Planning
Florida
$820K -$107K -2,589 -12%
KAS
6
Kestra Advisory Services
Texas
$486K -$2.4K -58 -0.5%
ADIM
7
Alpha DNA Investment Management
Maryland
$208K +$191K +4,606 New
Wells Fargo
8
Wells Fargo
California
$9.44K +$8.65K +209 New
Jane Street
9
Jane Street
New York
– -$421K -10,553 Closed