Barron's 400 ETF
BFOR
31 hedge funds and large institutions have $28.8M invested in Barron's 400 ETF in 2022 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 3 increasing their positions, 8 reducing their positions, and 2 closing their positions.
250% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 2
19% more funds holding
Funds holding: 26 → 31 (+5)
4% more capital invested
Capital invested by funds: $27.6M → $28.8M (+$1.16M)
3.6% less ownership
Funds ownership: 94.47% → 90.88% (-3.6%)
63% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 8
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $389K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$1.18M |
| 2 |
Morgan Stanley
New York
|
+$566K |
| 3 |
AC
ASB Consultores
Aventura,
Florida
|
+$417K |
| 4 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$40.8K |
| 5 |
IGWM
ICA Group Wealth Management
Denver,
Colorado
|
+$32.9K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$2.08M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$775K |
| 3 |
MML Investors Services
Springfield,
Massachusetts
|
-$292K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$119K |
| 5 |
OSAM
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
-$52K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Fifth Third Bancorp
Cincinnati,
Ohio
| $6.93K | – | – | – |
|
|
S
27
SignatureFD
Atlanta,
Georgia
| $5.65K | +$5.77K | +424 | New |
|
|
28
Royal Bank of Canada
Toronto,
Ontario, Canada
| $5K | -$2.08M | -153,204 | -100% |
|
|
RWPA
29
Richard W. Paul & Associates
Novi,
Michigan
| $2.67K | +$2.72K | +200 | New |
|
|
BAM
30
Belpointe Asset Management
Reno,
Nevada
| $1.97K | +$2.01K | +148 | New |
|
|
NA
31
NewEdge Advisors
New Orleans,
Louisiana
| $40 | +$40.8K | +3,000 | New |
|
|
32
MML Investors Services
Springfield,
Massachusetts
| – | -$292K | -23,776 | Closed |
|
|
OSAM
33
O'Shaughnessy Asset Management
Stamford,
Connecticut
| – | -$52K | -4,200 | Closed |
|
BFOR Hedge Fund Activity: Q4 2022 in Review
31 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Barron's 400 ETF (BFOR) for Q4 2022, worth a combined $28.8M — up 4.2% from $27.6M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new BFOR positions and 2 closed out — a net gain of 5 holders — while 3 added to existing stakes and 8 trimmed.
The largest buyer was Citadel Advisors, opening a new position worth an estimated $1.18M. The largest seller was Royal Bank of Canada, cutting an estimated $2.08M.
- 31 institutional investors held Barron's 400 ETF (BFOR) as of Q4 2022, up from 26 in Q3 2022.
- Funds reported $28.8M of Barron's 400 ETF stock for Q4 2022, up 4.2% quarter-over-quarter.
- 7 funds opened new Barron's 400 ETF positions in Q4 2022 and 2 closed out, a net change of +5 holders.
- The largest Barron's 400 ETF buyer in Q4 2022 was Citadel Advisors, an estimated $1.18M added.
- The largest Barron's 400 ETF seller in Q4 2022 was Royal Bank of Canada, an estimated $2.08M sold.
Based on aggregated 13F filings for Q4 2022.