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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
FLA
101
Financial Life Advisors
Texas
$9.91M +$9.45M +211,179 New
BFG
102
Beacon Financial Group
Texas
$9.79M +$2.83M +63,243 +44%
SWM
103
Scissortail Wealth Management
Oklahoma
$9.76M +$34.5K +770 +0.4%
AR
104
Apeiron RIA
Texas
$9.51M +$2.84M +63,474 +46%
MFS
105
Madrona Financial Services
Washington
$9.49M +$1.22M +27,332 +16%
BHWM
106
Bay Harbor Wealth Management
Maryland
$9.36M +$99K +2,213 +1%
WPW
107
Watershed Private Wealth
Illinois
$9.26M +$462K +10,336 +6%
Marshall Wace
108
Marshall Wace
United Kingdom
$9.11M +$3.18M +71,004 +58%
FHA
109
First Horizon Advisors
Tennessee
$8.8M +$1.68M +37,476 +25%
SL
110
SWMG LLC
Texas
$8.77M +$366K +8,190 +5%
GRP
111
Global Retirement Partners
California
$8.52M +$995K +22,230 +14%
CAM
112
Cobblestone Asset Management
Virginia
$8.33M -$665K -14,862 -8%
SW
113
SkyOak Wealth
Michigan
$8.3M -$178K -3,968 -2%
ST
114
Spinnaker Trust
Maine
$8.01M +$7.64M +170,682 New
FFN
115
Focus Financial Network
Minnesota
$8M +$268K +5,981 +4%
WWA
116
WCG Wealth Advisors
Nevada
$7.9M +$6.58M +147,128 +696%
BWM
117
BCGM Wealth Management
Indiana
$7.81M +$228K +5,095 +3%
SWM
118
SigFig Wealth Management
California
$7.81M +$458K +10,227 +7%
UWPG
119
Ullmann Wealth Partners Group
Florida
$7.71M +$4.38M +97,907 +147%
KWM
120
Keebeck Wealth Management
Illinois
$7.54M +$341K +7,618 +5%
VPP
121
Vertex Planning Partners
Illinois
$7.47M +$1.41M +31,463 +25%
AssetMark Inc
122
AssetMark Inc
California
$7.32M +$1.91M +42,780 +38%
MW
123
Maia Wealth
Colorado
$7.31M +$6.75M +150,776 New
TC
124
TownSquare Capital
Utah
$7.29M +$2.09M +46,685 +43%
RIA
125
Regal Investment Advisors
Michigan
$7.21M +$242K +5,415 +4%

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.