Barron's 400 ETF
BFOR
25 hedge funds and large institutions have $30.1M invested in Barron's 400 ETF in 2019 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 2 increasing their positions, 13 reducing their positions, and 3 closing their positions.
2.95% more ownership
Funds ownership: 81.21% → 84.16% (+2.9%)
0% more funds holding
Funds holding: 25 → 25 (0)
0% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 3
3% less capital invested
Capital invested by funds: $31.2M → $30.1M (-$1.06M)
85% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 13
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$1.64M |
| 2 |
Morgan Stanley
New York
|
+$981K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$591K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$6.34K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.82M |
| 2 |
HighTower Advisors
Chicago,
Illinois
|
-$537K |
| 3 |
RW
RVW Wealth
Los Angeles,
California
|
-$398K |
| 4 |
LPL Financial
San Diego,
California
|
-$392K |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$351K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
26
Ameriprise
Minneapolis,
Minnesota
| – | -$351K | -34,748 | Closed |
|
|
SMFS
27
Squar Milner Financial Services
Irvine,
California
| – | -$287K | -28,388 | Closed |
|
BFOR Hedge Fund Activity: Q3 2019 in Review
25 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Barron's 400 ETF (BFOR) for Q3 2019, worth a combined $30.1M — down 3.4% from $31.2M a quarter earlier.
Fund positioning in BFOR was balanced in Q3 2019: 3 funds opened new positions, 3 closed out, 2 added to existing stakes and 13 trimmed.
The largest buyer was Jane Street, opening a new position worth an estimated $1.64M. The largest seller was Royal Bank of Canada, cutting an estimated $1.82M.
- 25 institutional investors held Barron's 400 ETF (BFOR) as of Q3 2019, unchanged from Q2 2019.
- Funds reported $30.1M of Barron's 400 ETF stock for Q3 2019, down 3.4% quarter-over-quarter.
- 3 funds opened new Barron's 400 ETF positions in Q3 2019 and 3 closed out, a net change of 0 holders.
- The largest Barron's 400 ETF buyer in Q3 2019 was Jane Street, an estimated $1.64M added.
- The largest Barron's 400 ETF seller in Q3 2019 was Royal Bank of Canada, an estimated $1.82M sold.
Based on aggregated 13F filings for Q3 2019.