BrandywineGLOBAL Dynamic US Large Cap Value ETF
DVAL
16 hedge funds and large institutions have $66M invested in BrandywineGLOBAL Dynamic US Large Cap Value ETF in 2023 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 4 increasing their positions, 4 reducing their positions, and 2 closing their positions.
100% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 2
14% more funds holding
Funds holding: 14 → 16 (+2)
1.56% more ownership
Funds ownership: 44.44% → 46% (+1.6%)
0% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 4
6% less capital invested
Capital invested by funds: $70.5M → $66M (-$4.47M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$1.13M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$868K |
| 3 |
Jane Street
New York
|
+$252K |
| 4 |
WWM
Western Wealth Management
Golden,
Colorado
|
+$152K |
| 5 |
WFAG
Worth Financial Advisory Group
Charlotte,
North Carolina
|
+$137K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
-$4.5M |
| 2 |
MML Investors Services
Springfield,
Massachusetts
|
-$731K |
| 3 |
Goldman Sachs
New York
|
-$502K |
| 4 |
LPL Financial
San Diego,
California
|
-$226K |
| 5 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$142K |
DVAL Hedge Fund Activity: Q3 2023 in Review
16 of the 6,304 institutional investors tracked by Wall St. Rank reported a position in BrandywineGLOBAL Dynamic US Large Cap Value ETF (DVAL) for Q3 2023, worth a combined $66M — down 6.3% from $70.5M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new DVAL positions and 2 closed out — a net gain of 2 holders — while 4 added to existing stakes and 4 trimmed.
The largest buyer was Citadel Advisors, opening a new position worth an estimated $1.13M. The largest seller was Franklin Resources, cutting an estimated $4.5M.
- 16 institutional investors held BrandywineGLOBAL Dynamic US Large Cap Value ETF (DVAL) as of Q3 2023, up from 14 in Q2 2023.
- Funds reported $66M of BrandywineGLOBAL Dynamic US Large Cap Value ETF stock for Q3 2023, down 6.3% quarter-over-quarter.
- 4 funds opened new BrandywineGLOBAL Dynamic US Large Cap Value ETF positions in Q3 2023 and 2 closed out, a net change of +2 holders.
- The largest BrandywineGLOBAL Dynamic US Large Cap Value ETF buyer in Q3 2023 was Citadel Advisors, an estimated $1.13M added.
- The largest BrandywineGLOBAL Dynamic US Large Cap Value ETF seller in Q3 2023 was Franklin Resources, an estimated $4.5M sold.
Based on aggregated 13F filings for Q3 2023.