We are live on ! Find out more
DYNF icon

BlackRock US Equity Factor Rotation ETF

19 hedge funds and large institutions have $20.8M invested in BlackRock US Equity Factor Rotation ETF in 2022 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 3 increasing their positions, 9 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 3

19% more funds holding

Funds holding: 1619 (+3)

0.22% more ownership

Funds ownership: 59.72%59.94% (+0.22%)

44% less capital invested

Capital invested by funds: $37.1M → $20.8M (-$16.3M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

67% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 9

Holders
19
Holders Change
+3
Holders Change %
+18.75%
% of All Funds
0.31%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
6
Increased
3
Reduced
9
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SW
1
SkyOak Wealth
Michigan
$6.04M -$629K -21,289 -9%
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$3.27M +$1.57M +52,948 +91%
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$2.4M -$5.74M -194,303 -70%
CPWMP
4
Cardinal Point Wealth Management Partners
California
$1.74M -$15.6M -526,213 -90%
CPCM
5
Cardinal Point Capital Management
Ontario, Canada
$1.74M +$1.74M +58,975 New
MML Investors Services
6
MML Investors Services
Massachusetts
$1.55M -$396K -13,383 -20%
RPGK
7
Retirement Planning Group (Kansas)
Kansas
$1.08M -$359K -12,155 -25%
HSBC Holdings
8
HSBC Holdings
United Kingdom
$941K +$8.45K +286 +0.9%
Jane Street
9
Jane Street
New York
$460K +$462K +15,626 New
RJFSA
10
Raymond James Financial Services Advisors
Florida
$382K +$383K +12,958 New
TRCT
11
Tower Research Capital (TRC)
New York
$359K -$603K -20,396 -63%
UBS Group
12
UBS Group
Switzerland
$315K +$222K +7,512 +235%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$262K -$77.8K -2,632 -23%
LPL Financial
14
LPL Financial
California
$208K +$209K +7,077 New
Osaic Holdings
15
Osaic Holdings
Arizona
$34K -$16.8K -568 -33%
BAM
16
Belpointe Asset Management
Nevada
$27.8K +$27.9K +944 New
CA
17
CoreCap Advisors
Michigan
$19.8K +$19.8K +671 New
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$6K -$2.75K -93 -31%
TCWA
19
Ten Capital Wealth Advisors
Washington
$736
HIA
20
Harbor Investment Advisory
Maryland
-$33K -1,200 Closed
PA
21
Parallel Advisors
California
-$32K -1,169 Closed

DYNF Hedge Fund Activity: Q4 2022 in Review

19 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in BlackRock US Equity Factor Rotation ETF (DYNF) for Q4 2022, worth a combined $20.8M — down 44% from $37.1M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new DYNF positions and 3 closed out — a net gain of 3 holders — while 3 added to existing stakes and 9 trimmed.

The largest buyer was Susquehanna International Group, adding an estimated $1.57M. The largest seller was Cardinal Point Wealth Management Partners, cutting an estimated $15.6M.

  • 19 institutional investors held BlackRock US Equity Factor Rotation ETF (DYNF) as of Q4 2022, up from 16 in Q3 2022.
  • Funds reported $20.8M of BlackRock US Equity Factor Rotation ETF stock for Q4 2022, down 44% quarter-over-quarter.
  • 6 funds opened new BlackRock US Equity Factor Rotation ETF positions in Q4 2022 and 3 closed out, a net change of +3 holders.
  • The largest BlackRock US Equity Factor Rotation ETF buyer in Q4 2022 was Susquehanna International Group, an estimated $1.57M added.
  • The largest BlackRock US Equity Factor Rotation ETF seller in Q4 2022 was Cardinal Point Wealth Management Partners, an estimated $15.6M sold.

Based on aggregated 13F filings for Q4 2022.