We are live on ! Find out more
DYNF icon

BlackRock US Equity Factor Rotation ETF

16 hedge funds and large institutions have $14.3M invested in BlackRock US Equity Factor Rotation ETF in 2023 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 3 increasing their positions, 8 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% less capital invested

Capital invested by funds: $15M → $14.3M (-$630K)

5.12% less ownership

Funds ownership: 50.52%45.4% (-5.1%)

20% less funds holding

Funds holding: 2016 (-4)

50% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 6

63% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 8

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
16
Holders Change
-4
Holders Change %
-20%
% of All Funds
0.25%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
3
Increased
3
Reduced
8
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SW
1
SkyOak Wealth
Michigan
$6.8M -$335K -10,008 -5%
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$1.39M -$233K -6,951 -15%
RPGK
3
Retirement Planning Group (Kansas)
Kansas
$1.19M -$31K -926 -3%
MML Investors Services
4
MML Investors Services
Massachusetts
$1.16M +$373K +11,127 +53%
HSBC Holdings
5
HSBC Holdings
United Kingdom
$812K -$347K -10,371 -31%
TRCT
6
Tower Research Capital (TRC)
New York
$688K +$130K +3,876 +25%
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$664K +$118K +3,514 +23%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$437K -$26.2K -782 -6%
CPCM
9
Cardinal Point Capital Management
Ontario, Canada
$418K -$561K -16,750 -59%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$238K -$60.6K -1,809 -21%
JP Morgan Chase
11
JP Morgan Chase
New York
$238K +$222K +6,636 New
OIA
12
OneDigital Investment Advisors
Kansas
$211K +$197K +5,890 New
UBS Group
13
UBS Group
Switzerland
$37.8K -$28K -837 -44%
Wells Fargo
14
Wells Fargo
California
$34.6K
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$7K
NA
16
NewEdge Advisors
Louisiana
$3.58K +$3.35K +100 New
Jane Street
17
Jane Street
New York
-$512K -15,801 Closed
LPL Financial
18
LPL Financial
California
-$212K -6,526 Closed
Osaic Holdings
19
Osaic Holdings
Arizona
-$36.6K -1,129 Closed
BAM
20
Belpointe Asset Management
Nevada
-$30.6K -944 Closed
FFA
21
Farther Finance Advisors
California
-$6.42K -198 Closed
TCWA
22
Ten Capital Wealth Advisors
Washington
-$810 -25 Closed

DYNF Hedge Fund Activity: Q2 2023 in Review

16 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in BlackRock US Equity Factor Rotation ETF (DYNF) for Q2 2023, worth a combined $14.3M — down 4.2% from $15M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of DYNF and 3 opened new positions — a net loss of 3 holders — while 8 trimmed existing stakes and 3 added.

The largest buyer was MML Investors Services, adding an estimated $373K. The largest seller was Cardinal Point Capital Management, cutting an estimated $561K.

  • 16 institutional investors held BlackRock US Equity Factor Rotation ETF (DYNF) as of Q2 2023, down from 20 in Q1 2023.
  • Funds reported $14.3M of BlackRock US Equity Factor Rotation ETF stock for Q2 2023, down 4.2% quarter-over-quarter.
  • 3 funds opened new BlackRock US Equity Factor Rotation ETF positions in Q2 2023 and 6 closed out, a net change of -3 holders.
  • The largest BlackRock US Equity Factor Rotation ETF buyer in Q2 2023 was MML Investors Services, an estimated $373K added.
  • The largest BlackRock US Equity Factor Rotation ETF seller in Q2 2023 was Cardinal Point Capital Management, an estimated $561K sold.

Based on aggregated 13F filings for Q2 2023.