Barron's 400 ETF
BFOR
28 hedge funds and large institutions have $35.6M invested in Barron's 400 ETF in 2019 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 10 increasing their positions, 7 reducing their positions, and 3 closing their positions.
67% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 3
43% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 7
42% more capital invested
Capital invested by funds: $25.1M → $35.6M (+$10.6M)
19.21% more ownership
Funds ownership: 69.71% → 88.92% (+19%)
8% more funds holding
Funds holding: 26 → 28 (+2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TYCC
Texas Yale Capital Corp
St. Petersburg,
Florida
|
+$1.08M |
| 2 |
Morgan Stanley
New York
|
+$905K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$826K |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$384K |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$380K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$593K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$438K |
| 3 |
SMFS
Squar Milner Financial Services
Irvine,
California
|
-$401K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$383K |
| 5 |
Wells Fargo
San Francisco,
California
|
-$251K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
OSNBOA
26
Old Second National Bank of Aurora
Aurora,
Illinois
| $5K | +$5.14K | +520 | New |
|
27
Fidelity Investments
Boston,
Massachusetts
| $4K | +$3.95K | +400 | New |
|
|
AIC
28
Ameritas Investment Company
Lincoln,
Nebraska
| – | -$115K | -12,984 | Closed |
|
|
MOS
29
MGO One Seven
Beachwood,
Ohio
| – | -$36K | -4,116 | Closed |
|
|
FDCDDQ
30
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
| – | -$12.4K | -1,400 | Closed |
|
BFOR Hedge Fund Activity: Q1 2019 in Review
28 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Barron's 400 ETF (BFOR) for Q1 2019, worth a combined $35.6M — up 42% from $25.1M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new BFOR positions and 3 closed out — a net gain of 2 holders — while 10 added to existing stakes and 7 trimmed.
The largest buyer was Texas Yale Capital Corp, adding an estimated $1.08M. The largest seller was Jane Street, cutting an estimated $593K.
- 28 institutional investors held Barron's 400 ETF (BFOR) as of Q1 2019, up from 26 in Q4 2018.
- Funds reported $35.6M of Barron's 400 ETF stock for Q1 2019, up 42% quarter-over-quarter.
- 5 funds opened new Barron's 400 ETF positions in Q1 2019 and 3 closed out, a net change of +2 holders.
- The largest Barron's 400 ETF buyer in Q1 2019 was Texas Yale Capital Corp, an estimated $1.08M added.
- The largest Barron's 400 ETF seller in Q1 2019 was Jane Street, an estimated $593K sold.
Based on aggregated 13F filings for Q1 2019.