Burney U.S. Factor Rotation ETF
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- Burney U.S. Factor Rotation ETF (BRNY) is an actively managed exchange-traded fund that seeks long-term capital appreciation by dynamically shifting exposure across U.S. equity factors, including size (large-cap versus small-cap) and style (growth versus value), based on perceived market phases determined through 12-month and 36-month rolling return patterns. The fund employs a proprietary quantitative model for individual security selection, incorporating multi-factor criteria such as growth, value, profitability, momentum, and quality, supplemented by alternative data from company digital footprints and analyst expectations; it holds approximately 159 securities with top holdings including Microsoft Corp., Apple Inc., NVIDIA Corp., Alphabet Inc., and JPMorgan Chase & Co., alongside a small cash position. Listed on Nasdaq with ticker BRNY and CUSIP 02072L649, the ETF features a net expense ratio of 0.79%, net assets of approximately $450 million as of October 2025, and trades at a minimal premium/discount to NAV. Sponsored and managed by The Burney Company, an SEC-registered investment adviser founded in 1974 and headquartered at 1800 Alexander Bell Drive, Suite 510, Reston, Virginia, the firm oversees $3 billion in assets across more than 1,900 client accounts, serving high-net-worth individuals, institutions, and investment vehicles with comprehensive investment management, wealth management, and outsourced CIO solutions. Burney operates primarily in the United States, targeting North American developed markets through broad equity strategies. In November 2025, Burney Company celebrated the three-year anniversary of BRNY's inception (October 13, 2022) and announced the launch of its second ETF, Burney U.S. Equity Select ETF (BRES), which provides core U.S. equity exposure using the firm's longstanding stock selection model and supports tax-efficient transitions via 351 exchanges. Earlier in December 2025, BRNY received a 5-star overall Morningstar rating, affirming the strategy's performance amid the firm's ETF expansion. These developments build on Burney's 50-year expertise in factor-based investing, recently recognized with a #4 RIA ranking by CNBC in 2025.