We are live on ! Find out more
BFOR icon

Barron's 400 ETF

22 hedge funds and large institutions have $22.7M invested in Barron's 400 ETF in 2020 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 5 increasing their positions, 8 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more ownership

Funds ownership: 93.55%96.55% (+3%)

15% less funds holding

Funds holding: 2622 (-4)

33% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 6

34% less capital invested

Capital invested by funds: $34.5M → $22.7M (-$11.8M)

38% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 8

Holders
22
Holders Change
-4
Holders Change %
-15.38%
% of All Funds
0.48%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
5
Reduced
8
Closed
6
Calls
$559K
Puts
Net Calls
+$559K
Net Calls Change
-$296K
Name Holding Trade Value Shares
Change
Change in
Stake
SMFS
26
Squar Milner Financial Services
California
-$42K -4,000 Closed
APWM
27
Atlas Private Wealth Management
New York
-$12K -1,100 Closed
TA
28
TFG Advisers
Michigan
-$11K -1,040 Closed

BFOR Hedge Fund Activity: Q1 2020 in Review

22 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Barron's 400 ETF (BFOR) for Q1 2020, worth a combined $22.7M — down 34% from $34.5M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of BFOR and 4 opened new positions — a net loss of 2 holders — while 8 trimmed existing stakes and 5 added.

The largest buyer was Susquehanna International Group, adding an estimated $1.66M. The largest seller was RVW Wealth, cutting an estimated $3.6M.

  • 22 institutional investors held Barron's 400 ETF (BFOR) as of Q1 2020, down from 26 in Q4 2019.
  • Funds reported $22.7M of Barron's 400 ETF stock for Q1 2020, down 34% quarter-over-quarter.
  • 4 funds opened new Barron's 400 ETF positions in Q1 2020 and 6 closed out, a net change of -2 holders.
  • The largest Barron's 400 ETF buyer in Q1 2020 was Susquehanna International Group, an estimated $1.66M added.
  • The largest Barron's 400 ETF seller in Q1 2020 was RVW Wealth, an estimated $3.6M sold.

Based on aggregated 13F filings for Q1 2020.