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Burney US Factor Rotation ETF
BRNY
BRNY
11 hedge funds and large institutions have $462M invested in Burney US Factor Rotation ETF in 2025 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 3 increasing their positions, 3 reducing their positions, and 0 closing their positions.
New
Increased
Maintained
Reduced
Closed
57% more funds holding
Funds holding: 7 → 11 (+4)
10% more capital invested
Capital invested by funds: $419M → $462M (+$43.5M)
1.94% more ownership
Funds ownership: 93.71% → 95.65% (+1.9%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 3
Holders
11
Holders Change
+4
Holders Change %
+57.14%
% of All Funds
0.13%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
4
Increased
3
Reduced
3
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
TWP
Triad Wealth Partners
Lawrence,
Kansas
|
+$8.51M |
| 2 |
BC
Burney Company
Reston,
Virginia
|
+$8.42M |
| 3 |
CAS
Coppell Advisory Solutions
Coppell,
Texas
|
+$6.12M |
| 4 |
GS
GTS Securities
New York
|
+$1.47M |
| 5 |
MFP
Meridian Financial Partners
Warrenton,
Virginia
|
+$285K |
Top Sellers
| 1 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$477K |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$182K |
| 3 |
FP
Fiduciary Planning
Englewood,
Florida
|
-$83.6K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BC
1
Burney Company
Reston,
Virginia
| $361M | +$8.42M | +171,089 | +2% |
|
|
CAS
2
Coppell Advisory Solutions
Coppell,
Texas
| $83.8M | +$6.12M | +124,444 | +8% |
|
|
TWP
3
Triad Wealth Partners
Lawrence,
Kansas
| $8.73M | +$8.51M | +173,071 | New |
|
|
4
Osaic Holdings
Scottsdale,
Arizona
| $3.59M | -$182K | -3,703 | -5% |
|
|
CCM
5
Canal Capital Management
Richmond,
Virginia
| $1.84M | – | – | – |
|
|
GS
6
GTS Securities
New York
| $1.5M | +$1.47M | +29,805 | New |
|
|
FP
7
Fiduciary Planning
Englewood,
Florida
| $718K | -$83.6K | -1,699 | -11% |
|
|
ZI
8
ZEGA Investments
Palm Beach Gardens,
Florida
| $326K | +$12.2K | +248 | +4% |
|
|
MFP
9
Meridian Financial Partners
Warrenton,
Virginia
| $295K | +$285K | +5,789 | New |
|
|
SGK
10
Steigerwald Gordon & Koch
Leesburg,
Virginia
| $278K | +$271K | +5,513 | New |
|
|
KAS
11
Kestra Advisory Services
Austin,
Texas
| $54.2K | -$477K | -9,689 | -90% |
|