BrandywineGLOBAL Dynamic US Large Cap Value ETF
DVAL
14 hedge funds and large institutions have $28.1M invested in BrandywineGLOBAL Dynamic US Large Cap Value ETF in 2024 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 6 reducing their positions, and 1 closing their positions.
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
7% less funds holding
Funds holding: 15 → 14 (-1)
23.36% less ownership
Funds ownership: 47.15% → 23.78% (-23%)
61% less capital invested
Capital invested by funds: $73.1M → $28.1M (-$44.9M)
67% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$16.4K |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$13.5K |
| 3 |
LPL Financial
San Diego,
California
|
+$4.34K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
-$48.7M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$274K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$129K |
| 4 |
WFAG
Worth Financial Advisory Group
Charlotte,
North Carolina
|
-$65.7K |
| 5 |
CFGS
Concourse Financial Group Securities
Birmingham,
Alabama
|
-$64.8K |
DVAL Hedge Fund Activity: Q3 2024 in Review
14 of the 6,971 institutional investors tracked by Wall St. Rank reported a position in BrandywineGLOBAL Dynamic US Large Cap Value ETF (DVAL) for Q3 2024, worth a combined $28.1M — down 61% from $73.1M a quarter earlier.
Fund positioning in DVAL was balanced in Q3 2024: 1 fund opened new positions, 1 closed out, 2 added to existing stakes and 6 trimmed.
The largest buyer was UBS Group, opening a new position worth an estimated $16.4K. The largest seller was Franklin Resources, cutting an estimated $48.7M.
- 14 institutional investors held BrandywineGLOBAL Dynamic US Large Cap Value ETF (DVAL) as of Q3 2024, down from 15 in Q2 2024.
- Funds reported $28.1M of BrandywineGLOBAL Dynamic US Large Cap Value ETF stock for Q3 2024, down 61% quarter-over-quarter.
- 1 fund opened new BrandywineGLOBAL Dynamic US Large Cap Value ETF positions in Q3 2024 and 1 closed out, a net change of 0 holders.
- The largest BrandywineGLOBAL Dynamic US Large Cap Value ETF buyer in Q3 2024 was UBS Group, an estimated $16.4K added.
- The largest BrandywineGLOBAL Dynamic US Large Cap Value ETF seller in Q3 2024 was Franklin Resources, an estimated $48.7M sold.
Based on aggregated 13F filings for Q3 2024.