BrandywineGLOBAL Dynamic US Large Cap Value ETF
DVAL
15 hedge funds and large institutions have $73.1M invested in BrandywineGLOBAL Dynamic US Large Cap Value ETF in 2024 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 2 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
7% more funds holding
Funds holding: 14 → 15 (+1)
0.85% more ownership
Funds ownership: 46.29% → 47.15% (+0.85%)
5% less capital invested
Capital invested by funds: $77M → $73.1M (-$3.88M)
50% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$1.66M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$500K |
| 3 |
WFAG
Worth Financial Advisory Group
Charlotte,
North Carolina
|
+$57.8K |
| 4 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$43.8K |
| 5 |
Jones Financial Companies
Des Peres,
Missouri
|
+$12.5K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
-$1.11M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$736K |
| 3 |
WWM
Western Wealth Management
Golden,
Colorado
|
-$188K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$140K |
| 5 |
LPL Financial
San Diego,
California
|
-$26.8K |
DVAL Hedge Fund Activity: Q2 2024 in Review
15 of the 6,931 institutional investors tracked by Wall St. Rank reported a position in BrandywineGLOBAL Dynamic US Large Cap Value ETF (DVAL) for Q2 2024, worth a combined $73.1M — down 5% from $77M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new DVAL positions and 2 closed out — a net gain of 2 holders — while 2 added to existing stakes and 4 trimmed.
The largest buyer was Raymond James Financial Services Advisors, opening a new position worth an estimated $1.66M. The largest seller was Franklin Resources, cutting an estimated $1.11M.
- 15 institutional investors held BrandywineGLOBAL Dynamic US Large Cap Value ETF (DVAL) as of Q2 2024, up from 14 in Q1 2024.
- Funds reported $73.1M of BrandywineGLOBAL Dynamic US Large Cap Value ETF stock for Q2 2024, down 5% quarter-over-quarter.
- 4 funds opened new BrandywineGLOBAL Dynamic US Large Cap Value ETF positions in Q2 2024 and 2 closed out, a net change of +2 holders.
- The largest BrandywineGLOBAL Dynamic US Large Cap Value ETF buyer in Q2 2024 was Raymond James Financial Services Advisors, an estimated $1.66M added.
- The largest BrandywineGLOBAL Dynamic US Large Cap Value ETF seller in Q2 2024 was Franklin Resources, an estimated $1.11M sold.
Based on aggregated 13F filings for Q2 2024.