BrandywineGLOBAL Dynamic US Large Cap Value ETF
DVAL
16 hedge funds and large institutions have $69.9M invested in BrandywineGLOBAL Dynamic US Large Cap Value ETF in 2023 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 6 increasing their positions, 4 reducing their positions, and 2 closing their positions.
50% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 4
6% more capital invested
Capital invested by funds: $66M → $69.9M (+$3.93M)
0.19% more ownership
Funds ownership: 46% → 46.2% (+0.19%)
0% more funds holding
Funds holding: 16 → 16 (0)
0% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
+$3.59M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$914K |
| 3 |
LPL Financial
San Diego,
California
|
+$247K |
| 4 |
SIAS
Summit Investment Advisory Services
Roseville,
Minnesota
|
+$169K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$27.6K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MML Investors Services
Springfield,
Massachusetts
|
-$3.67M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$592K |
| 3 |
Jane Street
New York
|
-$502K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$99.9K |
| 5 |
US Bancorp
Minneapolis,
Minnesota
|
-$93.7K |
DVAL Hedge Fund Activity: Q4 2023 in Review
16 of the 6,865 institutional investors tracked by Wall St. Rank reported a position in BrandywineGLOBAL Dynamic US Large Cap Value ETF (DVAL) for Q4 2023, worth a combined $69.9M — up 6% from $66M a quarter earlier.
Fund positioning in DVAL was balanced in Q4 2023: 2 funds opened new positions, 2 closed out, 6 added to existing stakes and 4 trimmed.
The largest buyer was Franklin Resources, adding an estimated $3.59M. The largest seller was MML Investors Services, cutting an estimated $3.67M.
- 16 institutional investors held BrandywineGLOBAL Dynamic US Large Cap Value ETF (DVAL) as of Q4 2023, unchanged from Q3 2023.
- Funds reported $69.9M of BrandywineGLOBAL Dynamic US Large Cap Value ETF stock for Q4 2023, up 6% quarter-over-quarter.
- 2 funds opened new BrandywineGLOBAL Dynamic US Large Cap Value ETF positions in Q4 2023 and 2 closed out, a net change of 0 holders.
- The largest BrandywineGLOBAL Dynamic US Large Cap Value ETF buyer in Q4 2023 was Franklin Resources, an estimated $3.59M added.
- The largest BrandywineGLOBAL Dynamic US Large Cap Value ETF seller in Q4 2023 was MML Investors Services, an estimated $3.67M sold.
Based on aggregated 13F filings for Q4 2023.