BrandywineGLOBAL Dynamic US Large Cap Value ETF
DVAL
DVAL
11 hedge funds and large institutions have $70.1M invested in BrandywineGLOBAL Dynamic US Large Cap Value ETF in 2023 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 5 reducing their positions, and 3 closing their positions.
New
Increased
Maintained
Reduced
Closed
Holders
11
Holders Change
-2
Holders Change %
-15.38%
% of All Funds
0.18%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
2
Reduced
5
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
MML Investors Services
Springfield,
Massachusetts
|
$4.4M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
$228K |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
$11 |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
1
Franklin Resources
San Mateo,
California
| $59M | -$14.9K | -1,301 | -0% |
|
|
2
MML Investors Services
Springfield,
Massachusetts
| $4.4M | +$1.59M | +138,765 | +57% |
|
3
LPL Financial
San Diego,
California
| $3.5M | -$314K | -27,350 | -8% |
|
4
Cetera Investment Advisers
Schaumburg,
Illinois
| $2.14M | -$541K | -47,128 | -20% |
|
|
CA
5
Cetera Advisors
Denver,
Colorado
| $529K | -$36.5K | -3,180 | -6% |
|
|
6
Osaic Holdings
Scottsdale,
Arizona
| $228K | +$185K | +16,123 | +431% |
|
|
PWMG
7
Prestige Wealth Management Group
Flemington,
New Jersey
| $133K | – | – | – |
|
|
CFGS
8
Concourse Financial Group Securities
Birmingham,
Alabama
| $114K | – | – | – |
|
9
US Bancorp
Minneapolis,
Minnesota
| $92.7K | – | – | – |
|
10
UBS Group
Zurich,
Switzerland
| $24.6K | -$37.7K | -3,287 | -61% |
|
|
11
Fidelity Investments
Boston,
Massachusetts
| $11 | +$11 | +1 | New |
|
|
SPC
12
Sigma Planning Corp
Ann Arbor,
Michigan
| – | -$214K | -18,727 | Closed |
|
13
Citadel Advisors
Miami,
Florida
| – | -$184K | -16,045 | Closed |
|
|
MCC
14
Money Concepts Capital
Palm Beach Gardens,
Florida
| – | -$10K | -876 | Closed |
|