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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
RHP
76
Royal Harbor Partners
Texas
$14.9M +$258K +5,766 +2%
BRWA
77
B. Riley Wealth Advisors
Florida
$14.4M +$13.7M +307,292 New
CWS
78
Cypress Wealth Services
California
$14.3M +$1.58M +35,237 +13%
FFA
79
Farther Finance Advisors
California
$14.3M +$5.07M +113,250 +59%
OAP
80
One Advisory Partners
Kansas
$14.3M +$2.09M +46,812 +18%
AG
81
Ascent Group
Virginia
$14M +$4.38M +97,972 +49%
TWM
82
TSA Wealth Management
Texas
$13.4M -$1.17M -26,096 -8%
PFG
83
PAX Financial Group
Texas
$13.4M +$176K +3,925 +1%
DWM
84
Dynasty Wealth Management
Florida
$13M +$12.4M +277,959 New
FHB
85
First Hawaiian Bank
Hawaii
$12.9M +$9.87M +220,568 +405%
MA
86
Mutual Advisors
Nebraska
$12.1M +$1.15M +25,602 +11%
KW
87
KWB Wealth
California
$12M -$175K -3,920 -1%
Legacy Financial Group (Iowa)
88
Legacy Financial Group (Iowa)
Iowa
$11.7M +$219K +4,895 +2%
BCM
89
Brookstone Capital Management
Illinois
$11.5M +$607K +13,572 +6%
TF
90
Trek Financial
Arizona
$11.3M -$342K -7,638 -3%
TFGT
91
TS Financial Group (TSFG)
Illinois
$11.3M +$6.12M +136,853 +133%
PWM
92
Perigon Wealth Management
California
$11M +$1.87M +41,866 +22%
T
93
TNF
Montana
$11M +$5.53M +123,593 +110%
GF
94
Gries Financial
Ohio
$10.9M +$2.72M +60,811 +36%
SWP
95
ShoreHaven Wealth Partners
New Jersey
$10.8M +$3.46M +77,382 +50%
WP
96
WealthShield Partners
North Carolina
$10.5M +$1.74M +38,971 +21%
SL
97
Sentinus LLC
Illinois
$10.3M +$284K +6,358 +3%
SPIA
98
Steward Partners Investment Advisory
New York
$10.2M +$107K +2,385 +1%
RA
99
RFG Advisory
Alabama
$10.2M +$1.64M +36,691 +20%
SCA
100
Snowden Capital Advisors
New York
$10.1M +$9.59M +214,261 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.