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BlackRock US Equity Factor Rotation ETF

391 hedge funds and large institutions have $10B invested in BlackRock US Equity Factor Rotation ETF in 2024 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 252 increasing their positions, 49 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

414% more repeat investments, than reductions

Existing positions increased: 252 | Existing positions reduced: 49

361% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 18

43% more funds holding in top 10

Funds holding in top 10: 5376 (+23)

34% more capital invested

Capital invested by funds: $7.45B → $10B (+$2.57B)

18% more funds holding

Funds holding: 330391 (+61)

0.46% less ownership

Funds ownership: 104.53%104.07% (-0.46%)

Holders
391
Holders Change
+61
Holders Change %
+18.48%
% of All Funds
5.65%
Holding in Top 10
76
Holding in Top 10 Change
+23
Holding in Top 10 Change %
+43.4%
% of All Funds
1.1%
New
83
Increased
252
Reduced
49
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MHS
276
M Holdings Securities
Oregon
$737K +$703K +15,707 New
CCM
277
Coldstream Capital Management
Washington
$735K +$298K +6,656 +74%
FI
278
FWG Investments
Kentucky
$716K +$147K +3,276 +27%
QWP
279
Quotient Wealth Partners
Texas
$710K +$464K +10,362 +218%
FEM
280
Fulcrum Equity Management
Texas
$699K -$653K -14,589 -49%
WI
281
Wintrust Investments
Illinois
$697K +$83.3K +1,862 +14%
WWP
282
WR Wealth Planners
Missouri
$688K +$92.8K +2,073 +16%
LFA
283
LGT Financial Advisors
Texas
$682K +$311K +6,951 +92%
GIA
284
Gladstone Institutional Advisory
Florida
$676K +$64.3K +1,436 +11%
BHPW
285
Beverly Hills Private Wealth
California
$659K -$42K -939 -6%
JSL
286
JT Stratford LLC
Georgia
$649K -$16.6K -372 -3%
LA
287
LexAurum Advisors
Kansas
$648K +$326K +7,281 +112%
BAM
288
Belpointe Asset Management
Nevada
$628K +$387K +8,640 +182%
GM
289
GeoWealth Management
Illinois
$628K +$183K +4,095 +44%
SWP
290
Semus Wealth Partners
Florida
$627K +$69K +1,543 +13%
HA
291
Herold Advisors
New York
$600K +$48.1K +1,075 +9%
MG
292
Mather Group
Illinois
$584K +$589K +13,164 New
OLVIG
293
Oliver Lagore Vanvalin Investment Group
Michigan
$579K -$20K -448 -4%
PW
294
Peninsula Wealth
California
$576K +$535K +11,957 New
PIA
295
Perennial Investment Advisors
California
$562K -$6.08K -136 -1%
SWC
296
Spectrum Wealth Counsel
Indiana
$558K +$532K +11,893 New
MPW
297
MA Private Wealth
California
$541K +$516K +11,524 New
CFG
298
Cooper Financial Group
California
$535K +$44K +984 +9%
MFG
299
Magnus Financial Group
New York
$532K +$119K +2,664 +31%
KWA
300
Kingswood Wealth Advisors
California
$528K +$503K +11,242 New

DYNF Hedge Fund Activity: Q2 2024 in Review

391 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in BlackRock US Equity Factor Rotation ETF (DYNF) for Q2 2024, worth a combined $10B — up 34% from $7.45B a quarter earlier.

Buyers outnumbered sellers: 83 funds opened new DYNF positions and 18 closed out — a net gain of 65 holders — while 252 added to existing stakes and 49 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $315M. The largest seller was CreativeOne Wealth, cutting an estimated $11.1M.

  • 391 institutional investors held BlackRock US Equity Factor Rotation ETF (DYNF) as of Q2 2024, up from 330 in Q1 2024.
  • Funds reported $10B of BlackRock US Equity Factor Rotation ETF stock for Q2 2024, up 34% quarter-over-quarter.
  • 83 funds opened new BlackRock US Equity Factor Rotation ETF positions in Q2 2024 and 18 closed out, a net change of +65 holders.
  • The largest BlackRock US Equity Factor Rotation ETF buyer in Q2 2024 was Envestnet Asset Management, an estimated $315M added.
  • The largest BlackRock US Equity Factor Rotation ETF seller in Q2 2024 was CreativeOne Wealth, an estimated $11.1M sold.

Based on aggregated 13F filings for Q2 2024.