BrandywineGLOBAL Dynamic US Large Cap Value ETF
DVAL
14 hedge funds and large institutions have $70.5M invested in BrandywineGLOBAL Dynamic US Large Cap Value ETF in 2023 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 3 increasing their positions, 4 reducing their positions, and 1 closing their positions.
300% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 1
27% more funds holding
Funds holding: 11 → 14 (+3)
0% more capital invested
Capital invested by funds: $70.1M → $70.5M (+$314K)
0% more ownership
Funds ownership: 44.44% → 44.44% (+0%)
25% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
+$703K |
| 2 |
Goldman Sachs
New York
|
+$487K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$302K |
| 4 |
Jane Street
New York
|
+$253K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$36.3K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$1.99M |
| 2 |
LPL Financial
San Diego,
California
|
-$1.15M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$179K |
| 4 |
CA
Cetera Advisors
Denver,
Colorado
|
-$2.59K |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$11 |
DVAL Hedge Fund Activity: Q2 2023 in Review
14 of the 6,382 institutional investors tracked by Wall St. Rank reported a position in BrandywineGLOBAL Dynamic US Large Cap Value ETF (DVAL) for Q2 2023, worth a combined $70.5M — up 0.45% from $70.1M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new DVAL positions and 1 closed out — a net gain of 3 holders — while 3 added to existing stakes and 4 trimmed.
The largest buyer was Franklin Resources, adding an estimated $703K. The largest seller was Cetera Investment Advisers, cutting an estimated $1.99M.
- 14 institutional investors held BrandywineGLOBAL Dynamic US Large Cap Value ETF (DVAL) as of Q2 2023, up from 11 in Q1 2023.
- Funds reported $70.5M of BrandywineGLOBAL Dynamic US Large Cap Value ETF stock for Q2 2023, up 0.45% quarter-over-quarter.
- 4 funds opened new BrandywineGLOBAL Dynamic US Large Cap Value ETF positions in Q2 2023 and 1 closed out, a net change of +3 holders.
- The largest BrandywineGLOBAL Dynamic US Large Cap Value ETF buyer in Q2 2023 was Franklin Resources, an estimated $703K added.
- The largest BrandywineGLOBAL Dynamic US Large Cap Value ETF seller in Q2 2023 was Cetera Investment Advisers, an estimated $1.99M sold.
Based on aggregated 13F filings for Q2 2023.