Barron's 400 ETF
BFOR
26 hedge funds and large institutions have $25.1M invested in Barron's 400 ETF in 2018 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 5 increasing their positions, 10 reducing their positions, and 2 closing their positions.
150% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 2
13% more funds holding
Funds holding: 23 → 26 (+3)
2.15% more ownership
Funds ownership: 67.57% → 69.71% (+2.1%)
22% less capital invested
Capital invested by funds: $32.3M → $25.1M (-$7.21M)
50% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Rockefeller Capital Management
New York
|
+$2M |
| 2 |
SFS
Sowell Financial Services
North Little Rock,
Arkansas
|
+$522K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$493K |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$299K |
| 5 |
LPL Financial
San Diego,
California
|
+$147K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$2.52M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$1.11M |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$205K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$160K |
| 5 |
Jane Street
New York
|
-$57K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
26
Cambridge Investment Research Advisors
Fairfield,
Iowa
| – | -$205K | -18,208 | Closed |
|
|
SWP
27
Stratos Wealth Partners
Beachwood,
Ohio
| – | -$19K | -1,700 | Closed |
|
BFOR Hedge Fund Activity: Q4 2018 in Review
26 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Barron's 400 ETF (BFOR) for Q4 2018, worth a combined $25.1M — down 22% from $32.3M 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 10 trimmed.
The largest buyer was Rockefeller Capital Management, opening a new position worth an estimated $2M. The largest seller was UBS Group, cutting an estimated $2.52M.
- 26 institutional investors held Barron's 400 ETF (BFOR) as of Q4 2018, up from 23 in Q3 2018.
- Funds reported $25.1M of Barron's 400 ETF stock for Q4 2018, down 22% quarter-over-quarter.
- 5 funds opened new Barron's 400 ETF positions in Q4 2018 and 2 closed out, a net change of +3 holders.
- The largest Barron's 400 ETF buyer in Q4 2018 was Rockefeller Capital Management, an estimated $2M added.
- The largest Barron's 400 ETF seller in Q4 2018 was UBS Group, an estimated $2.52M sold.
Based on aggregated 13F filings for Q4 2018.