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Barron's 400 ETF
BFOR

41 hedge funds and large institutions have $73.3M invested in Barron's 400 ETF in 2026 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 12 increasing their positions, 7 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 1

71% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 7

10% more capital invested

Capital invested by funds: $66.8M → $73.3M (+$6.52M)

8% more funds holding

Funds holding: 38 → 41 (+3)

3.16% more ownership

Funds ownership: 144.04% → 147.2% (+3.2%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
41
Holders Change
+3
Holders Change %
+7.89%
% of All Funds
0.5%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
5
Increased
12
Reduced
7
Closed
1
Calls
$423K
Puts
–
Net Calls
+$423K
Net Calls Change
+$3K

Top Buyers

Rank Fund Capital Flow
1
Jones Financial Companies
Jones Financial Companies
Missouri
+$2.7M
2
National Bank of Canada
National Bank of Canada
Quebec, Canada
+$1.65M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.04M
4
GS
GTS Securities
New York
+$426K
5
Bank of America
Bank of America
North Carolina
+$337K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$149K
2
AC
AlphaCore Capital
California
-$98.8K
3
SA
Sanctuary Advisors
Indiana
-$41.1K
4
Wells Fargo
Wells Fargo
California
-$10.3K
5
Stifel Financial
Stifel Financial
Missouri
-$4.28K
Name Holding Trade Value Shares
Change 		Change in
Stake
HA
26
Huntleigh Advisors
Missouri
$265K – – –
HVIA
27
Hudson Valley Investment Advisors
New York
$249K – – –
RW
28
RVW Wealth
California
$241K – – –
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$236K +$14.1K +660 +6%
Rockefeller Capital Management
30
Rockefeller Capital Management
New York
$224K +$53.8K +2,516 +30%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$194K – – –
SWM
32
Spire Wealth Management
Virginia
$183K – – –
US Bancorp
33
US Bancorp
Minnesota
$83K +$85.5K +4,000 New
NA
34
NewEdge Advisors
Louisiana
$62.3K – – –
UBS AM
35
UBS AM
Illinois
$17.4K +$18K +840 New
Fifth Third Bancorp
36
Fifth Third Bancorp
Ohio
$14.3K +$14.7K +688 New
CA
37
Clearstead Advisors
Ohio
$8.3K – – –
CIAS
38
Capital Investment Advisory Services
North Carolina
$8.03K – – –
HI
39
Harbour Investments
Wisconsin
$7.47K +$7.7K +360 New
EWA
40
EverSource Wealth Advisors
Alabama
$3.45K – – –
HNW
41
High Note Wealth
Minnesota
$3.32K – – –
AC
42
AlphaCore Capital
California
– -$98.8K -4,800 Closed
1
2

BFOR Hedge Fund Activity: Q1 2026 in Review

41 of the 8,127 institutional investors tracked by Wall St. Rank reported a position in Barron's 400 ETF (BFOR) for Q1 2026, worth a combined $73.3M — up 9.8% from $66.8M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new BFOR positions and 1 closed out — a net gain of 4 holders — while 12 added to existing stakes and 7 trimmed.

The largest buyer was Jones Financial Companies, adding an estimated $2.7M. The largest seller was Morgan Stanley, cutting an estimated $149K.

  • 41 institutional investors held Barron's 400 ETF (BFOR) as of Q1 2026, up from 38 in Q4 2025.
  • Funds reported $73.3M of Barron's 400 ETF stock for Q1 2026, up 9.8% quarter-over-quarter.
  • 5 funds opened new Barron's 400 ETF positions in Q1 2026 and 1 closed out, a net change of +4 holders.
  • The largest Barron's 400 ETF buyer in Q1 2026 was Jones Financial Companies, an estimated $2.7M added.
  • The largest Barron's 400 ETF seller in Q1 2026 was Morgan Stanley, an estimated $149K sold.

Based on aggregated 13F filings for Q1 2026.