BlackRock US Equity Factor Rotation ETF
DYNF
35 hedge funds and large institutions have $100M invested in BlackRock US Equity Factor Rotation ETF in 2023 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 10 increasing their positions, 6 reducing their positions, and 3 closing their positions.
500% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 3
429% more capital invested
Capital invested by funds: $18.9M → $100M (+$81.1M)
137.77% more ownership
Funds ownership: 54.24% → 192% (+138%)
75% more funds holding
Funds holding: 20 → 35 (+15)
67% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 6
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FIA
Foundations Investment Advisors
Phoenix,
Arizona
|
+$20.6M |
| 2 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$20.1M |
| 3 |
I
INVST
Indianapolis,
Indiana
|
+$8.38M |
| 4 |
PFG
PAX Financial Group
San Antonio,
Texas
|
+$4.71M |
| 5 |
AG
Ascent Group
Virginia Beach,
Virginia
|
+$3.07M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$371K |
| 2 |
SW
SkyOak Wealth
Southfield,
Michigan
|
-$177K |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$78.2K |
| 4 |
MML Investors Services
Springfield,
Massachusetts
|
-$61.2K |
| 5 |
Wells Fargo
San Francisco,
California
|
-$33.8K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Commonwealth Equity Services
Waltham,
Massachusetts
| $263K | +$477 | +13 | +0.2% |
|
|
IWC
27
Integrated Wealth Concepts
Waltham,
Massachusetts
| $253K | +$234K | +6,383 | New |
|
28
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
| $232K | +$215K | +5,847 | New |
|
|
TNB
29
Thomasville National Bank
Thomasville,
Georgia
| $203K | +$188K | +5,116 | New |
|
|
SFA
30
Semmax Financial Advisors
Winston Salem,
North Carolina
| $112K | +$98.6K | +2,685 | New |
|
|
AF
31
Allworth Financial
Folsom,
California
| $28.8K | +$26.7K | +728 | New |
|
32
Morgan Stanley
New York
| $23.9K | +$10.7K | +290 | +93% |
|
33
Osaic Holdings
Scottsdale,
Arizona
| $16.7K | +$10.5K | +285 | +208% |
|
|
NA
34
NewEdge Advisors
New Orleans,
Louisiana
| $13.2K | +$3.67K | +100 | +43% |
|
35
Royal Bank of Canada
Toronto,
Ontario, Canada
| $8K | – | – | – |
|
|
36
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$371K | -10,623 | Closed |
|
|
37
Wells Fargo
San Francisco,
California
| – | -$33.8K | -966 | Closed |
|
|
PA
38
Parallel Advisors
San Francisco,
California
| – | -$3.49K | -100 | Closed |
|
DYNF Hedge Fund Activity: Q4 2023 in Review
35 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in BlackRock US Equity Factor Rotation ETF (DYNF) for Q4 2023, worth a combined $100M — up 429% from $18.9M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new DYNF positions and 3 closed out — a net gain of 15 holders — while 10 added to existing stakes and 6 trimmed.
The largest buyer was Foundations Investment Advisors, opening a new position worth an estimated $20.6M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $371K sold.
- 35 institutional investors held BlackRock US Equity Factor Rotation ETF (DYNF) as of Q4 2023, up from 20 in Q3 2023.
- Funds reported $100M of BlackRock US Equity Factor Rotation ETF stock for Q4 2023, up 429% quarter-over-quarter.
- 18 funds opened new BlackRock US Equity Factor Rotation ETF positions in Q4 2023 and 3 closed out, a net change of +15 holders.
- The largest BlackRock US Equity Factor Rotation ETF buyer in Q4 2023 was Foundations Investment Advisors, an estimated $20.6M added.
- The largest BlackRock US Equity Factor Rotation ETF seller in Q4 2023 was Susquehanna International Group, an estimated $371K sold.
Based on aggregated 13F filings for Q4 2023.