BrandywineGLOBAL Dynamic US Large Cap Value ETF
DVAL
14 hedge funds and large institutions have $25.9M invested in BrandywineGLOBAL Dynamic US Large Cap Value ETF in 2024 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 3 increasing their positions, 4 reducing their positions, and 2 closing their positions.
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
0% more funds holding
Funds holding: 14 → 14 (0)
0.5% less ownership
Funds ownership: 23.78% → 23.28% (-0.5%)
8% less capital invested
Capital invested by funds: $28.1M → $25.9M (-$2.21M)
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
|
+$612K |
| 2 |
IAA
Independent Advisor Alliance
Charlotte,
North Carolina
|
+$177K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$82.1K |
| 4 |
Jones Financial Companies
Des Peres,
Missouri
|
+$43.4K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$8.61K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$590K |
| 2 |
LPL Financial
San Diego,
California
|
-$417K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$305K |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$253K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$11.5K |
DVAL Hedge Fund Activity: Q4 2024 in Review
14 of the 7,602 institutional investors tracked by Wall St. Rank reported a position in BrandywineGLOBAL Dynamic US Large Cap Value ETF (DVAL) for Q4 2024, worth a combined $25.9M — down 7.8% from $28.1M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new DVAL positions and 2 closed out — a net gain of 1 holder — while 3 added to existing stakes and 4 trimmed.
The largest buyer was Franklin Resources, adding an estimated $612K. The largest seller was Cetera Investment Advisers, cutting an estimated $590K.
- 14 institutional investors held BrandywineGLOBAL Dynamic US Large Cap Value ETF (DVAL) as of Q4 2024, unchanged from Q3 2024.
- Funds reported $25.9M of BrandywineGLOBAL Dynamic US Large Cap Value ETF stock for Q4 2024, down 7.8% quarter-over-quarter.
- 3 funds opened new BrandywineGLOBAL Dynamic US Large Cap Value ETF positions in Q4 2024 and 2 closed out, a net change of +1 holder.
- The largest BrandywineGLOBAL Dynamic US Large Cap Value ETF buyer in Q4 2024 was Franklin Resources, an estimated $612K added.
- The largest BrandywineGLOBAL Dynamic US Large Cap Value ETF seller in Q4 2024 was Cetera Investment Advisers, an estimated $590K sold.
Based on aggregated 13F filings for Q4 2024.