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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
AA
126
Ancora Advisors
Ohio
$7.2M +$4.81M +107,570 +235%
TVM
127
True Vision MN
Minnesota
$7.18M +$1.05M +23,455 +18%
OWMIAS
128
One Wealth Management Investment & Advisory Services
Florida
$7.11M +$2.06M +45,954 +44%
BBWP
129
Beacon Bridge Wealth Partners
Pennsylvania
$6.94M +$2.28M +50,856 +52%
RJA
130
Raymond James & Associates
Florida
$6.89M +$3.35M +74,888 +104%
LWA
131
Lineweaver Wealth Advisors
Ohio
$6.83M +$6.51M +145,445 New
USCWA
132
U.S. Capital Wealth Advisors
Texas
$6.78M +$767K +17,142 +13%
EL
133
EQ LLC
Washington
$6.71M +$293K +6,544 +5%
JE
134
JMAC Enterprises
Pennsylvania
$6.69M +$6.37M +142,421 New
MFA
135
Mayflower Financial Advisors
Massachusetts
$6.55M +$1.16M +25,860 +23%
MLA
136
My Legacy Advisors
Oregon
$6.53M +$1.3M +29,035 +26%
ATS
137
Ashton Thomas Securities
New York
$6.48M +$6.05M +135,193 New
FWP
138
Firethorn Wealth Partners
Georgia
$6.31M +$1.72M +38,494 +40%
HighTower Advisors
139
HighTower Advisors
Illinois
$6.29M +$866K +19,364 +17%
CA
140
Claro Advisors
Massachusetts
$6.27M +$3.7M +82,598 +162%
Susquehanna International Group
141
Susquehanna International Group
Pennsylvania
$6.25M +$4.2M +93,890 +239%
MIS
142
Morningstar Investment Services
Illinois
$6.22M +$2.91M +64,966 +97%
PAG
143
Private Advisor Group
New Jersey
$6.17M +$630K +14,087 +12%
GWP
144
Gen-Wealth Partners
Michigan
$6.14M +$1.6M +35,749 +38%
BBA
145
Braun-Bostich & Associates
Pennsylvania
$5.97M +$2.89M +64,480 +103%
FAM
146
Forte Asset Management
New York
$5.95M +$153K +3,411 +3%
EFG
147
Ehrlich Financial Group
California
$5.8M +$920K +20,553 +20%
SW
148
Simplicity Wealth
New Jersey
$5.78M +$818K +18,289 +17%
SPAS
149
Spectrum Planning & Advisory Services
California
$5.73M +$5.44M +121,579 New
CWM
150
Certus Wealth Management
California
$5.57M +$3.33M +74,351 +167%

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.