BrandywineGLOBAL Dynamic US Large Cap Value ETF
DVAL
11 hedge funds and large institutions have $7.79M invested in BrandywineGLOBAL Dynamic US Large Cap Value ETF in 2026 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, 6 reducing their positions, and 1 closing their positions.
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
10% more funds holding
Funds holding: 10 → 11 (+1)
10.75% less ownership
Funds ownership: 21.52% → 10.77% (-11%)
50% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 6
58% less capital invested
Capital invested by funds: $18.4M → $7.79M (-$10.6M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NAMP
NorthStar Asset Management (Pennsylvania)
Blue Bell,
Pennsylvania
|
+$604K |
| 2 |
Jones Financial Companies
Des Peres,
Missouri
|
+$509K |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$182K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$12.2K |
| 5 |
Morgan Stanley
New York
|
+$15 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
-$8.06M |
| 2 |
Raymond James Financial
St Petersburg,
Florida
|
-$2.32M |
| 3 |
FTUS
Flow Traders U.S.
New York
|
-$2.26M |
| 4 |
LPL Financial
San Diego,
California
|
-$146K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$8.4K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
LPL Financial
San Diego,
California
| $2.39M | -$146K | -9,563 | -6% |
|
|
2
Franklin Resources
San Mateo,
California
| $2.21M | -$8.06M | -528,181 | -79% |
|
|
3
Citadel Advisors
Miami,
Florida
| $689K | +$182K | +11,933 | +37% |
|
|
NAMP
4
NorthStar Asset Management (Pennsylvania)
Blue Bell,
Pennsylvania
| $638K | +$604K | +39,582 | New |
|
|
5
Jones Financial Companies
Des Peres,
Missouri
| $596K | +$509K | +33,319 | +733% |
|
|
6
Raymond James Financial
St Petersburg,
Florida
| $574K | -$2.32M | -152,028 | -81% |
|
|
FTUS
7
Flow Traders U.S.
New York
| $359K | -$2.26M | -148,182 | -87% |
|
|
8
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $241K | -$8.4K | -550 | -3% |
|
|
EWA
9
EverSource Wealth Advisors
Birmingham,
Alabama
| $54.8K | -$3.02K | -198 | -5% |
|
|
10
Osaic Holdings
Scottsdale,
Arizona
| $40.7K | +$12.2K | +800 | +45% |
|
|
11
Morgan Stanley
New York
| $25 | +$15 | +1 | New |
|
12
UBS Group
Zurich,
Switzerland
| – | -$310 | -21 | Closed |
|
DVAL Hedge Fund Activity: Q2 2026 in Review
11 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in BrandywineGLOBAL Dynamic US Large Cap Value ETF (DVAL) for Q2 2026, worth a combined $7.79M — down 58% from $18.4M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new DVAL positions and 1 closed out — a net gain of 1 holder — while 3 added to existing stakes and 6 trimmed.
The largest buyer was NorthStar Asset Management (Pennsylvania), opening a new position worth an estimated $604K. The largest seller was Franklin Resources, cutting an estimated $8.06M.
- 11 institutional investors held BrandywineGLOBAL Dynamic US Large Cap Value ETF (DVAL) as of Q2 2026, up from 10 in Q1 2026.
- Funds reported $7.79M of BrandywineGLOBAL Dynamic US Large Cap Value ETF stock for Q2 2026, down 58% quarter-over-quarter.
- 2 funds opened new BrandywineGLOBAL Dynamic US Large Cap Value ETF positions in Q2 2026 and 1 closed out, a net change of +1 holder.
- The largest BrandywineGLOBAL Dynamic US Large Cap Value ETF buyer in Q2 2026 was NorthStar Asset Management (Pennsylvania), an estimated $604K added.
- The largest BrandywineGLOBAL Dynamic US Large Cap Value ETF seller in Q2 2026 was Franklin Resources, an estimated $8.06M sold.
Based on aggregated 13F filings for Q2 2026.