Barron's 400 ETF
BFOR
26 hedge funds and large institutions have $27.6M invested in Barron's 400 ETF in 2022 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 7 increasing their positions, 7 reducing their positions, and 2 closing their positions.
3.47% more ownership
Funds ownership: 91% → 94.47% (+3.5%)
0% more funds holding
Funds holding: 26 → 26 (0)
0% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 2
0% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 7
1% less capital invested
Capital invested by funds: $27.8M → $27.6M (-$155K)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $305K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.71M |
| 2 |
Morgan Stanley
New York
|
+$456K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$201K |
| 4 |
OSAM
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
+$56.5K |
| 5 |
Wells Fargo
San Francisco,
California
|
+$28.8K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$1.02M |
| 2 |
CAMG
CWA Asset Management Group
Naples,
Florida
|
-$323K |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$214K |
| 4 |
MML Investors Services
Springfield,
Massachusetts
|
-$119K |
| 5 |
AC
ASB Consultores
Aventura,
Florida
|
-$111K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Fifth Third Bancorp
Cincinnati,
Ohio
| $6K | +$6.99K | +520 | New |
|
|
27
Citadel Advisors
Miami,
Florida
| – | -$1.02M | -81,368 | Closed |
|
|
28
Envestnet Asset Management
Chicago,
Illinois
| – | -$214K | -17,004 | Closed |
|
BFOR Hedge Fund Activity: Q3 2022 in Review
26 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Barron's 400 ETF (BFOR) for Q3 2022, worth a combined $27.6M — down 0.56% from $27.8M a quarter earlier.
Fund positioning in BFOR was balanced in Q3 2022: 2 funds opened new positions, 2 closed out, 7 added to existing stakes and 7 trimmed.
The largest buyer was Royal Bank of Canada, adding an estimated $1.71M. The largest seller was Citadel Advisors, exiting entirely with an estimated $1.02M sold.
- 26 institutional investors held Barron's 400 ETF (BFOR) as of Q3 2022, unchanged from Q2 2022.
- Funds reported $27.6M of Barron's 400 ETF stock for Q3 2022, down 0.56% quarter-over-quarter.
- 2 funds opened new Barron's 400 ETF positions in Q3 2022 and 2 closed out, a net change of 0 holders.
- The largest Barron's 400 ETF buyer in Q3 2022 was Royal Bank of Canada, an estimated $1.71M added.
- The largest Barron's 400 ETF seller in Q3 2022 was Citadel Advisors, an estimated $1.02M sold.
Based on aggregated 13F filings for Q3 2022.