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BrandywineGLOBAL US Fixed Income ETF

4 hedge funds and large institutions have $5.2M invested in BrandywineGLOBAL US Fixed Income ETF in 2023 Q4 according to their latest regulatory filings, with 2 funds opening new positions, increasing their positions, 1 reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding

Funds holding: 24 (+2)

12% more capital invested

Capital invested by funds: $4.64M → $5.2M (+$554K)

2.08% more ownership

Funds ownership: 39.5%41.58% (+2.1%)

100% less repeat investments, than reductions

Existing positions increased: 0 | Existing positions reduced: 1

Holders
4
Holders Change
+2
Holders Change %
+100%
% of All Funds
0.06%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
Reduced
1
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$172K

USFI Hedge Fund Activity: Q4 2023 in Review

4 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in BrandywineGLOBAL US Fixed Income ETF (USFI) for Q4 2023, worth a combined $5.2M — up 12% from $4.64M a quarter earlier.

Buyers outnumbered sellers: 2 funds opened new USFI positions and 0 closed out — a net gain of 2 holders — while 0 added to existing stakes and 1 trimmed.

The largest buyer was Envestnet Asset Management, opening a new position worth an estimated $209K. The largest seller was Jane Street, cutting an estimated $172K.

  • 4 institutional investors held BrandywineGLOBAL US Fixed Income ETF (USFI) as of Q4 2023, up from 2 in Q3 2023.
  • Funds reported $5.2M of BrandywineGLOBAL US Fixed Income ETF stock for Q4 2023, up 12% quarter-over-quarter.
  • 2 funds opened new BrandywineGLOBAL US Fixed Income ETF positions in Q4 2023 and 0 closed out, a net change of +2 holders.
  • The largest BrandywineGLOBAL US Fixed Income ETF buyer in Q4 2023 was Envestnet Asset Management, an estimated $209K added.
  • The largest BrandywineGLOBAL US Fixed Income ETF seller in Q4 2023 was Jane Street, an estimated $172K sold.

Based on aggregated 13F filings for Q4 2023.