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BlackRock US Equity Factor Rotation ETF

20 hedge funds and large institutions have $15M invested in BlackRock US Equity Factor Rotation ETF in 2023 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, 11 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more funds holding

Funds holding: 1920 (+1)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

9.42% less ownership

Funds ownership: 59.94%50.52% (-9.4%)

28% less capital invested

Capital invested by funds: $20.8M → $15M (-$5.87M)

73% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 11

Holders
20
Holders Change
+1
Holders Change %
+5.26%
% of All Funds
0.32%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
2
Increased
3
Reduced
11
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SW
1
SkyOak Wealth
Michigan
$6.48M -$162K -5,183 -3%
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$1.48M -$1.12M -35,840 -44%
RPGK
3
Retirement Planning Group (Kansas)
Kansas
$1.1M -$85.4K -2,734 -7%
HSBC Holdings
4
HSBC Holdings
United Kingdom
$1.07M +$33.3K +1,066 +3%
CPCM
5
Cardinal Point Capital Management
Ontario, Canada
$920K -$955K -30,575 -52%
CPWMP
6
Cardinal Point Wealth Management Partners
California
$920K -$955K -30,575 -52%
MML Investors Services
7
MML Investors Services
Massachusetts
$683K -$988K -31,636 -60%
Jane Street
8
Jane Street
New York
$512K +$5.46K +175 +1%
TRCT
9
Tower Research Capital (TRC)
New York
$497K +$97.5K +3,124 +26%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$486K -$2.99M -95,896 -86%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$420K
LPL Financial
12
LPL Financial
California
$212K -$17.2K -551 -8%
UBS Group
13
UBS Group
Switzerland
$61.3K -$275K -8,823 -82%
Osaic Holdings
14
Osaic Holdings
Arizona
$36.6K -$1.06K -34 -3%
Wells Fargo
15
Wells Fargo
California
$31.3K +$30.2K +966 New
BAM
16
Belpointe Asset Management
Nevada
$30.6K
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$7K
FFA
18
Farther Finance Advisors
California
$6.42K +$6.18K +198 New
TCWA
19
Ten Capital Wealth Advisors
Washington
$810
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$273 -$14.2K -454 -5%

DYNF Hedge Fund Activity: Q1 2023 in Review

20 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in BlackRock US Equity Factor Rotation ETF (DYNF) for Q1 2023, worth a combined $15M — down 28% from $20.8M a quarter earlier.

Buyers outnumbered sellers: 2 funds opened new DYNF positions and 0 closed out — a net gain of 2 holders — while 3 added to existing stakes and 11 trimmed.

The largest buyer was Tower Research Capital (TRC), adding an estimated $97.5K. The largest seller was Susquehanna International Group, cutting an estimated $2.99M.

  • 20 institutional investors held BlackRock US Equity Factor Rotation ETF (DYNF) as of Q1 2023, up from 19 in Q4 2022.
  • Funds reported $15M of BlackRock US Equity Factor Rotation ETF stock for Q1 2023, down 28% quarter-over-quarter.
  • 2 funds opened new BlackRock US Equity Factor Rotation ETF positions in Q1 2023 and 0 closed out, a net change of +2 holders.
  • The largest BlackRock US Equity Factor Rotation ETF buyer in Q1 2023 was Tower Research Capital (TRC), an estimated $97.5K added.
  • The largest BlackRock US Equity Factor Rotation ETF seller in Q1 2023 was Susquehanna International Group, an estimated $2.99M sold.

Based on aggregated 13F filings for Q1 2023.