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Barron's 400 ETF
BFOR

25 hedge funds and large institutions have $61.2M invested in Barron's 400 ETF in 2016 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 11 increasing their positions, 6 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 6

8% more capital invested

Capital invested by funds: $56.8M → $61.2M (+$4.38M)

0% more funds holding

Funds holding: 25 → 25 (0)

0% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 2

1.99% less ownership

Funds ownership: 133.78% → 131.79% (-2%)

Holders
25
Holders Change
–
Holders Change %
0%
% of All Funds
0.63%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
11
Reduced
6
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$1.1M
2
UBS Group
UBS Group
Switzerland
+$569K
3
SG Americas Securities
SG Americas Securities
New York
+$96.9K
4
WA
WFG Advisors
Texas
+$36.7K
5
AG
Advisor Group
Arizona
+$25.5K

Top Sellers

Rank Fund Capital Flow
1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$706K
2
Jane Street
Jane Street
New York
-$573K
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$357K
4
Citadel Advisors
Citadel Advisors
Florida
-$346K
5
CWM
Concert Wealth Management
California
-$220K
Name Holding Trade Value Shares
Change 		Change in
Stake
TRCT
26
Tower Research Capital (TRC)
New York
– -$21K -2,556 Closed
1
2

BFOR Hedge Fund Activity: Q4 2016 in Review

25 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Barron's 400 ETF (BFOR) for Q4 2016, worth a combined $61.2M — up 7.7% from $56.8M a quarter earlier.

Fund positioning in BFOR was balanced in Q4 2016: 2 funds opened new positions, 2 closed out, 11 added to existing stakes and 6 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $1.1M. The largest seller was Royal Bank of Canada, cutting an estimated $706K.

  • 25 institutional investors held Barron's 400 ETF (BFOR) as of Q4 2016, unchanged from Q3 2016.
  • Funds reported $61.2M of Barron's 400 ETF stock for Q4 2016, up 7.7% quarter-over-quarter.
  • 2 funds opened new Barron's 400 ETF positions in Q4 2016 and 2 closed out, a net change of 0 holders.
  • The largest Barron's 400 ETF buyer in Q4 2016 was Morgan Stanley, an estimated $1.1M added.
  • The largest Barron's 400 ETF seller in Q4 2016 was Royal Bank of Canada, an estimated $706K sold.

Based on aggregated 13F filings for Q4 2016.