Barron's 400 ETF
BFOR
25 hedge funds and large institutions have $31.2M invested in Barron's 400 ETF in 2019 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 4 increasing their positions, 13 reducing their positions, and 5 closing their positions.
7.71% less ownership
Funds ownership: 88.92% → 81.21% (-7.7%)
11% less funds holding
Funds holding: 28 → 25 (-3)
12% less capital invested
Capital invested by funds: $35.6M → $31.2M (-$4.43M)
40% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 5
69% less repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 13
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$2.85M |
| 2 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$512K |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$350K |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$134K |
| 5 |
HighTower Advisors
Chicago,
Illinois
|
+$92.6K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$3.33M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.79M |
| 3 |
TYCC
Texas Yale Capital Corp
St. Petersburg,
Florida
|
-$1.1M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$397K |
| 5 |
Jane Street
New York
|
-$363K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
26
Jane Street
New York
| – | -$363K | -36,260 | Closed |
|
|
AWA
27
Acorn Wealth Advisors
Grand Blanc,
Michigan
| – | -$233K | -22,376 | Closed |
|
|
1IA
28
1834 Investment Advisors
Milwaukee,
Wisconsin
| – | -$9K | -880 | Closed |
|
|
OSNBOA
29
Old Second National Bank of Aurora
Aurora,
Illinois
| – | -$5K | -520 | Closed |
|
BFOR Hedge Fund Activity: Q2 2019 in Review
25 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Barron's 400 ETF (BFOR) for Q2 2019, worth a combined $31.2M — down 12% from $35.6M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of BFOR and 3 opened new positions — a net loss of 2 holders — while 13 trimmed existing stakes and 4 added.
The largest buyer was Royal Bank of Canada, adding an estimated $2.85M. The largest seller was JP Morgan Chase, cutting an estimated $3.33M.
- 25 institutional investors held Barron's 400 ETF (BFOR) as of Q2 2019, down from 28 in Q1 2019.
- Funds reported $31.2M of Barron's 400 ETF stock for Q2 2019, down 12% quarter-over-quarter.
- 3 funds opened new Barron's 400 ETF positions in Q2 2019 and 5 closed out, a net change of -2 holders.
- The largest Barron's 400 ETF buyer in Q2 2019 was Royal Bank of Canada, an estimated $2.85M added.
- The largest Barron's 400 ETF seller in Q2 2019 was JP Morgan Chase, an estimated $3.33M sold.
Based on aggregated 13F filings for Q2 2019.