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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
SPWG
301
Syntegra Private Wealth Group
Missouri
$528K +$13.1K +292 +3%
PCS
302
Personal CFO Solutions
New Jersey
$521K +$497K +11,105 New
PFA
303
Pinnacle Family Advisors
Missouri
$514K +$272K +6,073 +125%
AWMNH
304
Arcadia Wealth Management (New Hampshire)
New Hampshire
$504K +$481K +10,746 New
IFG
305
Independent Financial Group
California
$500K +$1.25K +28 +0.3%
TWP
306
Tempus Wealth Planning
California
$472K +$450K +10,057 New
TWCA
307
Two West Capital Advisors
Kansas
$472K +$450K +10,047 New
PFS
308
Prospera Financial Services
Texas
$471K +$449K +10,032 New
MCA
309
MSH Capital Advisors
Arizona
$470K +$448K +10,008 New
WFC
310
Western Financial Corp
California
$465K -$29.3K -654 -6%
ACP
311
Aveo Capital Partners
Colorado
$463K +$29K +648 +7%
WEG
312
World Equity Group
Illinois
$457K +$27.4K +612 +7%
T
313
TCWP
Ohio
$443K -$8.72K -195 -2%
FCA
314
FinTrust Capital Advisors
South Carolina
$434K -$42.6K -952 -9%
OP
315
ORG Partners
Indiana
$428K +$407K +9,096 New
NRC
316
New Republic Capital
North Carolina
$422K +$17.4K +389 +5%
AF
317
Allworth Financial
California
$419K +$360K +8,053 +998%
DADC
318
D.A. Davidson & Co
Montana
$417K +$397K +8,880 New
JSW
319
Journey Strategic Wealth
New Jersey
$413K -$167K -3,732 -30%
EWA
320
Emergent Wealth Advisors
New York
$410K +$391K +8,741 New
LA
321
Latitude Advisors
Florida
$380K +$363K +8,102 New
CWM
322
Cornerstone Wealth Management
Missouri
$370K +$353K +7,887 New
FIM
323
Freedom Investment Management
Connecticut
$362K +$126K +2,807 +57%
Wells Fargo
324
Wells Fargo
California
$335K +$295K +6,585 +1,178%
EAM
325
Empirical Asset Management
Massachusetts
$334K +$319K +7,123 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.