Burney US Factor Rotation ETFBRNY
BRNY
0
Funds holding %
of 6,823 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)
100% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 1
10% more capital invested
Capital invested by funds: $227M [Q2] → $249M (+$21.9M) [Q3]
0% more funds holding in top 10
Funds holding in top 10: 1 [Q2] → 1 (+0) [Q3]
1.38% less ownership
Funds ownership: 96.13% [Q2] → 94.76% (-1.38%) [Q3]
17% less funds holding
Funds holding: 6 [Q2] → 5 (-1) [Q3]
50% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 2
Research analyst outlook
We haven’t received any recent analyst ratings for BRNY.
Financial journalist opinion
Positive
Seeking Alpha
1 week ago
BRNY: An ETF With Dynamic Allocation, Performance In Line With The Broader Market
The Burney U.S. Factor Rotation ETF (BRNY) dynamically adjusts its allocation based on market conditions, outperforming most peers despite its short track record. BRNY's portfolio is diversified across market capitalizations and sectors, with a notable overweight in healthcare, financial services, and technology. The fund's valuation is attractive, with a lower P/E ratio than the Russell 1000, driven by core holdings in financials and healthcare.
Positive
Seeking Alpha
2 weeks ago
BRNY: A Worthy But Not Perfect Candidate For A Factor Investor's Playbook
Actively managed BRNY has a factor-rotation strategy designed to benefit from the "Investment Cycles," including those beneficial for small caps and value or large caps and growth. Its 2024 performance was excellent, and the current mix of growth and value looks markedly more appealing than that of IVV. However, its performance since October 2022 looks much less impressive, highlighting vulnerabilities of its strategy.
Positive
Seeking Alpha
4 months ago
BRNY: Too Early To Tell
The Burney U.S. Factor Rotation ETF (BRNY) aims to capitalize on market phases by predicting and rotating between different market factors like size and style. BRNY's unique strategy involves using alternative data sets and active management to potentially outperform the market, though it comes with higher fees. Despite its innovative approach, BRNY has lagged the S&P 500 ETF since its launch in October 2022, needing more time for evaluation.
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