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Barron's 400 ETF
BFOR

29 hedge funds and large institutions have $33.1M invested in Barron's 400 ETF in 2022 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 7 increasing their positions, 7 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 1

6.45% more ownership

Funds ownership: 84.67% → 91.12% (+6.4%)

4% more funds holding

Funds holding: 28 → 29 (+1)

0% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 7

3% less capital invested

Capital invested by funds: $34.1M → $33.1M (-$980K)

Holders
29
Holders Change
+1
Holders Change %
+3.57%
% of All Funds
0.46%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
7
Reduced
7
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$757K
2
CAMG
CWA Asset Management Group
Florida
+$745K
3
Citadel Advisors
Citadel Advisors
Florida
+$437K
4
AC
ASB Consultores
Florida
+$349K
5
Morgan Stanley
Morgan Stanley
New York
+$210K

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$495K
2
GWM
Geneos Wealth Management
Colorado
-$311K
3
LPL Financial
LPL Financial
California
-$145K
4
Bank of America
Bank of America
North Carolina
-$139K
5
FTUS
Flow Traders U.S.
New York
-$113K
Name Holding Trade Value Shares
Change 		Change in
Stake
SIC
26
Salem Investment Counselors
North Carolina
$29K – – –
TSWM
27
Tyler-Stone Wealth Management
Ohio
$24K – – –
HIA
28
Harbor Investment Advisory
Maryland
$9K – – –
GWM
29
Geneos Wealth Management
Colorado
$7K -$311K -20,896 -98%
CSWM
30
Cassady Schiller Wealth Management
Ohio
– -$19K -1,200 Closed
1
2

BFOR Hedge Fund Activity: Q1 2022 in Review

29 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Barron's 400 ETF (BFOR) for Q1 2022, worth a combined $33.1M — down 2.9% from $34.1M a quarter earlier.

Buyers outnumbered sellers: 2 funds opened new BFOR positions and 1 closed out — a net gain of 1 holder — while 7 added to existing stakes and 7 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $757K. The largest seller was Wells Fargo, cutting an estimated $495K.

  • 29 institutional investors held Barron's 400 ETF (BFOR) as of Q1 2022, up from 28 in Q4 2021.
  • Funds reported $33.1M of Barron's 400 ETF stock for Q1 2022, down 2.9% quarter-over-quarter.
  • 2 funds opened new Barron's 400 ETF positions in Q1 2022 and 1 closed out, a net change of +1 holder.
  • The largest Barron's 400 ETF buyer in Q1 2022 was Royal Bank of Canada, an estimated $757K added.
  • The largest Barron's 400 ETF seller in Q1 2022 was Wells Fargo, an estimated $495K sold.

Based on aggregated 13F filings for Q1 2022.