BrandywineGLOBAL Dynamic US Large Cap Value ETF
DVAL
13 hedge funds and large institutions have $69.5M invested in BrandywineGLOBAL Dynamic US Large Cap Value ETF in 2022 Q4 according to their latest regulatory filings, with 13 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.
44.33% more ownership
Funds ownership: 0% → 44.33% (+44%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
+$64.7M |
| 2 |
LPL Financial
San Diego,
California
|
+$4.19M |
| 3 |
MML Investors Services
Springfield,
Massachusetts
|
+$3.08M |
| 4 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$2.94M |
| 5 |
CA
Cetera Advisors
Denver,
Colorado
|
+$621K |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Franklin Resources
San Mateo,
California
| $58.8M | +$64.7M | +5,139,346 | New |
|
|
2
LPL Financial
San Diego,
California
| $3.8M | +$4.19M | +332,285 | New |
|
|
3
MML Investors Services
Springfield,
Massachusetts
| $2.8M | +$3.08M | +244,375 | New |
|
|
4
Cetera Investment Advisers
Schaumburg,
Illinois
| $2.67M | +$2.94M | +233,277 | New |
|
|
CA
5
Cetera Advisors
Denver,
Colorado
| $564K | +$621K | +49,286 | New |
|
|
SPC
6
Sigma Planning Corp
Ann Arbor,
Michigan
| $214K | +$236K | +18,727 | New |
|
7
Citadel Advisors
Miami,
Florida
| $184K | +$202K | +16,045 | New |
|
|
PWMG
8
Prestige Wealth Management Group
Flemington,
New Jersey
| $133K | +$146K | +11,612 | New |
|
|
CFGS
9
Concourse Financial Group Securities
Birmingham,
Alabama
| $114K | +$125K | +9,930 | New |
|
10
US Bancorp
Minneapolis,
Minnesota
| $92.4K | +$102K | +8,073 | New |
|
11
UBS Group
Zurich,
Switzerland
| $62.2K | +$68.4K | +5,433 | New |
|
12
Osaic Holdings
Scottsdale,
Arizona
| $43K | +$47.2K | +3,744 | New |
|
|
MCC
13
Money Concepts Capital
Palm Beach Gardens,
Florida
| $10K | +$11K | +876 | New |
|
DVAL Hedge Fund Activity: Q4 2022 in Review
13 of the 6,225 institutional investors tracked by Wall St. Rank reported a position in BrandywineGLOBAL Dynamic US Large Cap Value ETF (DVAL) for Q4 2022, worth a combined $69.5M.
Buyers outnumbered sellers: 13 funds opened new DVAL positions and 0 closed out — a net gain of 13 holders — while 0 added to existing stakes and 0 trimmed.
The largest buyer was Franklin Resources, opening a new position worth an estimated $64.7M.
- 13 institutional investors held BrandywineGLOBAL Dynamic US Large Cap Value ETF (DVAL) as of Q4 2022, up from 0 in Q3 2022.
- Funds reported $69.5M of BrandywineGLOBAL Dynamic US Large Cap Value ETF stock for Q4 2022.
- 13 funds opened new BrandywineGLOBAL Dynamic US Large Cap Value ETF positions in Q4 2022 and 0 closed out, a net change of +13 holders.
- The largest BrandywineGLOBAL Dynamic US Large Cap Value ETF buyer in Q4 2022 was Franklin Resources, an estimated $64.7M added.
Based on aggregated 13F filings for Q4 2022.