Barron's 400 ETF
BFOR
27 hedge funds and large institutions have $62.9M invested in Barron's 400 ETF in 2017 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 5 increasing their positions, 8 reducing their positions, and 2 closing their positions.
150% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 2
8% more funds holding
Funds holding: 25 → 27 (+2)
3% more capital invested
Capital invested by funds: $61.2M → $62.9M (+$1.68M)
2.28% less ownership
Funds ownership: 131.79% → 129.52% (-2.3%)
38% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$429K |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$318K |
| 3 |
BHB
Bank Hapoalim BM
Tel Aviv,
Israel
|
+$266K |
| 4 |
Jane Street
New York
|
+$194K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$142K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$849K |
| 2 |
WA
WFG Advisors
Dallas,
Texas
|
-$756K |
| 3 |
VKH
Virtu KCG Holdings
New York
|
-$496K |
| 4 |
AG
Advisor Group
Phoenix,
Arizona
|
-$88K |
| 5 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
-$82.4K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Fifth Third Bancorp
Cincinnati,
Ohio
| $7K | – | – | – |
|
|
27
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$849K | -96,864 | Closed |
|
|
VKH
28
Virtu KCG Holdings
New York
| – | -$496K | -56,596 | Closed |
|
BFOR Hedge Fund Activity: Q1 2017 in Review
27 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Barron's 400 ETF (BFOR) for Q1 2017, worth a combined $62.9M — up 2.7% from $61.2M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new BFOR positions and 2 closed out — a net gain of 3 holders — while 5 added to existing stakes and 8 trimmed.
The largest buyer was UBS Group, adding an estimated $429K. The largest seller was Susquehanna International Group, exiting entirely with an estimated $849K sold.
- 27 institutional investors held Barron's 400 ETF (BFOR) as of Q1 2017, up from 25 in Q4 2016.
- Funds reported $62.9M of Barron's 400 ETF stock for Q1 2017, up 2.7% quarter-over-quarter.
- 5 funds opened new Barron's 400 ETF positions in Q1 2017 and 2 closed out, a net change of +3 holders.
- The largest Barron's 400 ETF buyer in Q1 2017 was UBS Group, an estimated $429K added.
- The largest Barron's 400 ETF seller in Q1 2017 was Susquehanna International Group, an estimated $849K sold.
Based on aggregated 13F filings for Q1 2017.