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Burney US Factor Rotation ETF
BRNY

13 hedge funds and large institutions have $452M invested in Burney US Factor Rotation ETF in 2026 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 2 increasing their positions, 6 reducing their positions, and 1 closing their positions.

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New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding: →

more ownership

Funds ownership: →

more funds holding in top 10

Funds holding in top 10: →

2% less capital invested

Capital invested by funds: $462M → $452M (-$10.5M)

67% less repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 6

Holders
13
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
–
Puts
–
Net Calls
Net Calls Change

Top Buyers

1
+$13.9M
2
+$7.05M
3
+$1.25M
4
UBS Group
UBS Group
Switzerland
+$34.4K
5
ZI
ZEGA Investments
Florida
+$1.1K

Top Sellers

1
-$9.91M
2
-$2.33M
3
-$840K
4
Osaic Holdings
Osaic Holdings
Arizona
-$196K
5
SGK
Steigerwald Gordon & Koch
Virginia
-$68.3K
Name Holding Trade Value Shares
Change 		Change in
Stake
BC
1
Burney Company
Virginia
$339M
CAS
2
Coppell Advisory Solutions
Texas
$84.3M
EF
3
Empowered Funds
Pennsylvania
$13.5M
TWP
4
Triad Wealth Partners
Kansas
$6.17M
Osaic Holdings
5
Osaic Holdings
Arizona
$3.28M
CCM
6
Canal Capital Management
Virginia
$1.78M
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$1.22M
FP
8
Fiduciary Planning
Florida
$687K
GS
9
GTS Securities
New York
$637K
ZI
10
ZEGA Investments
Florida
$316K
MFP
11
Meridian Financial Partners
Virginia
$288K
SGK
12
Steigerwald Gordon & Koch
Virginia
$202K
UBS Group
13
UBS Group
Switzerland
$33.4K
KAS
14
Kestra Advisory Services
Texas
–