Barron's 400 ETF
BFOR
21 hedge funds and large institutions have $64M invested in Barron's 400 ETF in 2014 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 4 increasing their positions, 9 reducing their positions, and 5 closing their positions.
0% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 5
1.01% less ownership
Funds ownership: 119.66% → 118.65% (-1%)
5% less funds holding
Funds holding: 22 → 21 (-1)
7% less capital invested
Capital invested by funds: $69.2M → $64M (-$5.11M)
56% less repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$247K |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$229K |
| 3 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$59.8K |
| 4 |
Creative Planning
Overland Park,
Kansas
|
+$43.2K |
| 5 |
Citigroup
New York
|
+$33.6K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$4.49M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.85M |
| 3 |
VKH
Virtu KCG Holdings
New York
|
-$928K |
| 4 |
SB
Suntrust Banks
Atlanta,
Georgia
|
-$755K |
| 5 |
Morgan Stanley
New York
|
-$669K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Parallax Volatility Advisers
San Francisco,
California
| – | +$31 | +4 | New |
|
BFOR Hedge Fund Activity: Q4 2014 in Review
21 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in Barron's 400 ETF (BFOR) for Q4 2014, worth a combined $64M — down 7.4% from $69.2M a quarter earlier.
Fund positioning in BFOR was balanced in Q4 2014: 5 funds opened new positions, 5 closed out, 4 added to existing stakes and 9 trimmed.
The largest buyer was Commonwealth Equity Services, opening a new position worth an estimated $247K. The largest seller was Jane Street, cutting an estimated $4.49M.
- 21 institutional investors held Barron's 400 ETF (BFOR) as of Q4 2014, down from 22 in Q3 2014.
- Funds reported $64M of Barron's 400 ETF stock for Q4 2014, down 7.4% quarter-over-quarter.
- 5 funds opened new Barron's 400 ETF positions in Q4 2014 and 5 closed out, a net change of 0 holders.
- The largest Barron's 400 ETF buyer in Q4 2014 was Commonwealth Equity Services, an estimated $247K added.
- The largest Barron's 400 ETF seller in Q4 2014 was Jane Street, an estimated $4.49M sold.
Based on aggregated 13F filings for Q4 2014.