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Burney US Factor Rotation ETF
BRNY

7 hedge funds and large institutions have $419M invested in Burney US Factor Rotation ETF in 2025 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, 1 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 1

100% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 1

11% more capital invested

Capital invested by funds: $376M → $419M (+$43.1M)

0.75% less ownership

Funds ownership: 94.47% → 93.71% (-0.75%)

13% less funds holding

Funds holding: 8 → 7 (-1)

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

Holders
7
Holders Change
-1
Holders Change %
-12.5%
% of All Funds
0.09%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
2
Increased
3
Reduced
1
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CAS
Coppell Advisory Solutions
Texas
+$10.8M
2
BC
Burney Company
Virginia
+$8.38M
3
Osaic Holdings
Osaic Holdings
Arizona
+$3.46M
4
ZI
ZEGA Investments
Florida
+$288K
5
KAS
Kestra Advisory Services
Texas
+$139

Top Sellers

1
FP
Fiduciary Planning
Florida
-$103K
2
Wells Fargo
Wells Fargo
California
-$9.44K
Name Holding Trade Value Shares
Change 		Change in
Stake
BC
1
Burney Company
Virginia
$338M +$8.38M +181,176 +3%
CAS
2
Coppell Advisory Solutions
Texas
$73.6M +$10.8M +233,104 +18%
Osaic Holdings
3
Osaic Holdings
Arizona
$3.62M +$3.46M +74,808 New
CCM
4
Canal Capital Management
Virginia
$1.77M – – –
FP
5
Fiduciary Planning
Florida
$772K -$103K -2,226 -12%
KAS
6
Kestra Advisory Services
Texas
$521K +$139 +3 +0%
ZI
7
ZEGA Investments
Florida
$301K +$288K +6,219 New
Wells Fargo
8
Wells Fargo
California
– -$9.44K -209 Closed