Burney US Factor Rotation ETF
BRNY
BRNY
6 hedge funds and large institutions have $417M 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
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more first-time investments, than exits
New positions opened: | Existing positions closed:
more capital invested
Capital invested by funds: $ → $
less ownership
Funds ownership: →
25% less funds holding
Funds holding: 8 → 6 (-2)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Holders
6
Holding in Top 10
2
Calls
–
Puts
–
Top Buyers
| 1 | +$11.2M | |
| 2 | +$8.77M | |
| 3 | +$3.62M | |
| 4 |
ZI
ZEGA Investments
Palm Beach Gardens,
Florida
|
+$301K |
| 5 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$145 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BC
1
Burney Company
Reston,
Virginia
| $338M |
|
|||
|
CAS
2
Coppell Advisory Solutions
Coppell,
Texas
| $73.6M |
|
|||
3
Osaic Holdings
Scottsdale,
Arizona
| $3.62M |
|
|||
|
FP
4
Fiduciary Planning
Englewood,
Florida
| $772K |
|
|||
|
KAS
5
Kestra Advisory Services
Austin,
Texas
| $521K |
|
|||
|
ZI
6
ZEGA Investments
Palm Beach Gardens,
Florida
| $301K |
|
|||
7
Wells Fargo
San Francisco,
California
| – |
|