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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAS
Coppell Advisory Solutions
Coppell,
Texas
|
+$10.8M |
| 2 |
BC
Burney Company
Reston,
Virginia
|
+$8.38M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$3.46M |
| 4 |
ZI
ZEGA Investments
Palm Beach Gardens,
Florida
|
+$288K |
| 5 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$139 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FP
Fiduciary Planning
Englewood,
Florida
|
-$103K |
| 2 |
Wells Fargo
San Francisco,
California
|
-$9.44K |
BRNY Hedge Fund Activity: Q3 2025 in Review
7 of the 7,638 institutional investors tracked by Wall St. Rank reported a position in Burney US Factor Rotation ETF (BRNY) for Q3 2025, worth a combined $419M — up 11% from $376M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new BRNY positions and 1 closed out — a net gain of 1 holder — while 3 added to existing stakes and 1 trimmed.
The largest buyer was Coppell Advisory Solutions, adding an estimated $10.8M. The largest seller was Fiduciary Planning, cutting an estimated $103K.
- 7 institutional investors held Burney US Factor Rotation ETF (BRNY) as of Q3 2025, down from 8 in Q2 2025.
- Funds reported $419M of Burney US Factor Rotation ETF stock for Q3 2025, up 11% quarter-over-quarter.
- 2 funds opened new Burney US Factor Rotation ETF positions in Q3 2025 and 1 closed out, a net change of +1 holder.
- The largest Burney US Factor Rotation ETF buyer in Q3 2025 was Coppell Advisory Solutions, an estimated $10.8M added.
- The largest Burney US Factor Rotation ETF seller in Q3 2025 was Fiduciary Planning, an estimated $103K sold.
Based on aggregated 13F filings for Q3 2025.