Barron's 400 ETF
BFOR
26 hedge funds and large institutions have $34.5M invested in Barron's 400 ETF in 2019 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 5 increasing their positions, 11 reducing their positions, and 3 closing their positions.
33% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 3
14% more capital invested
Capital invested by funds: $30.1M → $34.5M (+$4.36M)
9.39% more ownership
Funds ownership: 84.16% → 93.55% (+9.4%)
4% more funds holding
Funds holding: 25 → 26 (+1)
55% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 11
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.36M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$864K |
| 3 |
9WM
9258 Wealth Management
Blue Ash,
Ohio
|
+$611K |
| 4 |
Morgan Stanley
New York
|
+$594K |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$212K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$1.02M |
| 2 |
RW
RVW Wealth
Los Angeles,
California
|
-$160K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$142K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$97K |
| 5 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
-$83.4K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TA
26
TFG Advisers
Auburn Hills,
Michigan
| $11K | +$10.7K | +1,040 | New |
|
27
UBS AM
Chicago,
Illinois
| – | -$12.9K | -1,296 | Closed |
|
28
JP Morgan Chase
New York
| – | -$9K | -900 | Closed |
|
29
Fifth Third Bancorp
Cincinnati,
Ohio
| – | -$8K | -800 | Closed |
|
BFOR Hedge Fund Activity: Q4 2019 in Review
26 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Barron's 400 ETF (BFOR) for Q4 2019, worth a combined $34.5M — up 14% from $30.1M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new BFOR positions and 3 closed out — a net gain of 1 holder — while 5 added to existing stakes and 11 trimmed.
The largest buyer was Royal Bank of Canada, adding an estimated $1.36M. The largest seller was Jane Street, cutting an estimated $1.02M.
- 26 institutional investors held Barron's 400 ETF (BFOR) as of Q4 2019, up from 25 in Q3 2019.
- Funds reported $34.5M of Barron's 400 ETF stock for Q4 2019, up 14% quarter-over-quarter.
- 4 funds opened new Barron's 400 ETF positions in Q4 2019 and 3 closed out, a net change of +1 holder.
- The largest Barron's 400 ETF buyer in Q4 2019 was Royal Bank of Canada, an estimated $1.36M added.
- The largest Barron's 400 ETF seller in Q4 2019 was Jane Street, an estimated $1.02M sold.
Based on aggregated 13F filings for Q4 2019.