Burney US Factor Rotation ETF
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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 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
Miami,
Florida
|
+$1.47M |
| 5 |
MFP
Meridian Financial Partners
Warrenton,
Virginia
|
+$285K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$477K |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$182K |
| 3 |
FP
Fiduciary Planning
Englewood,
Florida
|
-$83.6K |
BRNY Hedge Fund Activity: Q4 2025 in Review
11 of the 8,267 institutional investors tracked by Wall St. Rank reported a position in Burney US Factor Rotation ETF (BRNY) for Q4 2025, worth a combined $462M — up 10% from $419M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new BRNY positions and 0 closed out — a net gain of 4 holders — while 3 added to existing stakes and 3 trimmed.
The largest buyer was Triad Wealth Partners, opening a new position worth an estimated $8.51M. The largest seller was Kestra Advisory Services, cutting an estimated $477K.
- 11 institutional investors held Burney US Factor Rotation ETF (BRNY) as of Q4 2025, up from 7 in Q3 2025.
- Funds reported $462M of Burney US Factor Rotation ETF stock for Q4 2025, up 10% quarter-over-quarter.
- 4 funds opened new Burney US Factor Rotation ETF positions in Q4 2025 and 0 closed out, a net change of +4 holders.
- The largest Burney US Factor Rotation ETF buyer in Q4 2025 was Triad Wealth Partners, an estimated $8.51M added.
- The largest Burney US Factor Rotation ETF seller in Q4 2025 was Kestra Advisory Services, an estimated $477K sold.
Based on aggregated 13F filings for Q4 2025.