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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
CC
176
Copperleaf Capital
North Carolina
$3.78M +$1.97M +43,992 +120%
IA
177
IFP Advisors
Florida
$3.77M +$1.71M +38,279 +91%
RSWM
178
Robertson Stephens Wealth Management
California
$3.68M +$1.65M +36,931 +89%
TCA
179
Transcend Capital Advisors
New Jersey
$3.66M +$1.11M +24,822 +47%
CWP
180
Cyndeo Wealth Partners
Florida
$3.65M +$3.48M +77,697 New
VCP
181
Verus Capital Partners
Arizona
$3.61M +$914K +20,418 +36%
FEG
182
Financial Enhancement Group
Indiana
$3.55M +$10.6K +236 +0.3%
SFS
183
Sowell Financial Services
Arkansas
$3.55M +$2.12M +47,297 +167%
AWE
184
Avidian Wealth Enterprises
Texas
$3.53M -$119K -2,653 -3%
Renaissance Technologies
185
Renaissance Technologies
New York
$3.47M +$3.31M +74,000 New
TF
186
Theory Financial
Colorado
$3.44M +$1.74M +38,914 +113%
KCM
187
KM Capital Management
Texas
$3.39M +$650K +14,520 +25%
Goldman Sachs
188
Goldman Sachs
New York
$3.32M -$396K -8,856 -11%
PA
189
PFG Advisors
Arizona
$3.29M +$2.01M +44,982 +179%
BWM
190
BlackDiamond Wealth Management
New York
$3.28M +$115K +2,563 +4%
TPWA
191
Twin Peaks Wealth Advisors
California
$3.11M +$601K +13,431 +25%
GWP
192
Gateway Wealth Partners
Wisconsin
$3.07M +$294K +6,578 +11%
IA
193
IFG Advisory
Georgia
$3.02M +$205K +4,581 +8%
MWM
194
Maripau Wealth Management
Indiana
$2.97M +$242K +5,406 +9%
MFA
195
Millington Financial Advisors
Illinois
$2.95M +$20.7K +463 +0.7%
MOS
196
MGO One Seven
Ohio
$2.93M +$1.42M +31,806 +104%
SWP
197
Stratos Wealth Partners
Ohio
$2.89M -$41.5K -927 -1%
BIG
198
Bush Investment Group
Georgia
$2.73M +$69.6K +1,556 +3%
MWM
199
Mosley Wealth Management
California
$2.69M +$138K +3,094 +6%
FHA
200
Flagship Harbor Advisors
Massachusetts
$2.63M +$29.9K +668 +1%

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.