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BrandywineGLOBAL Dynamic US Large Cap Value ETF

12 hedge funds and large institutions have $27.1M invested in BrandywineGLOBAL Dynamic US Large Cap Value ETF in 2025 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 3 increasing their positions, 5 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more capital invested

Capital invested by funds: $26.1M → $27.1M (+$971K)

0.08% less ownership

Funds ownership: 23.53%23.45% (-0.08%)

14% less funds holding

Funds holding: 1412 (-2)

40% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 5

67% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 3

Holders
12
Holders Change
-2
Holders Change %
-14.29%
% of All Funds
0.16%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
3
Reduced
5
Closed
3
Calls
Puts
Net Calls
Net Calls Change

DVAL Hedge Fund Activity: Q2 2025 in Review

12 of the 7,607 institutional investors tracked by Wall St. Rank reported a position in BrandywineGLOBAL Dynamic US Large Cap Value ETF (DVAL) for Q2 2025, worth a combined $27.1M — up 3.7% from $26.1M a quarter earlier.

Sellers outnumbered buyers: 3 funds closed out of DVAL and 1 opened new positions — a net loss of 2 holders — while 5 trimmed existing stakes and 3 added.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $483K. The largest seller was Franklin Resources, cutting an estimated $527K.

  • 12 institutional investors held BrandywineGLOBAL Dynamic US Large Cap Value ETF (DVAL) as of Q2 2025, down from 14 in Q1 2025.
  • Funds reported $27.1M of BrandywineGLOBAL Dynamic US Large Cap Value ETF stock for Q2 2025, up 3.7% quarter-over-quarter.
  • 1 fund opened new BrandywineGLOBAL Dynamic US Large Cap Value ETF positions in Q2 2025 and 3 closed out, a net change of -2 holders.
  • The largest BrandywineGLOBAL Dynamic US Large Cap Value ETF buyer in Q2 2025 was Citadel Advisors, an estimated $483K added.
  • The largest BrandywineGLOBAL Dynamic US Large Cap Value ETF seller in Q2 2025 was Franklin Resources, an estimated $527K sold.

Based on aggregated 13F filings for Q2 2025.