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Barron's 400 ETF
BFOR

24 hedge funds and large institutions have $27.1M invested in Barron's 400 ETF in 2023 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 5 increasing their positions, 4 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 4

6% less capital invested

Capital invested by funds: $28.8M → $27.1M (-$1.67M)

6.16% less ownership

Funds ownership: 90.88% → 84.72% (-6.2%)

23% less funds holding

Funds holding: 31 → 24 (-7)

86% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 7

Holders
24
Holders Change
-7
Holders Change %
-22.58%
% of All Funds
0.38%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
5
Reduced
4
Closed
7
Calls
$223K
Puts
–
Net Calls
+$223K
Net Calls Change
+$612K

Top Buyers

Rank Fund Capital Flow
1
Stifel Financial
Stifel Financial
Missouri
+$235K
2
UBS Group
UBS Group
Switzerland
+$206K
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$112K
4
Bank of America
Bank of America
North Carolina
+$53.9K
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$50.4K

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$1.15M
2
Morgan Stanley
Morgan Stanley
New York
-$558K
3
RWA
Redmont Wealth Advisors
Illinois
-$533K
4
CAMG
CWA Asset Management Group
Florida
-$346K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$221K
Name Holding Trade Value Shares
Change 		Change in
Stake
RWA
26
Redmont Wealth Advisors
Illinois
– -$533K -40,000 Closed
CAMG
27
CWA Asset Management Group
Florida
– -$346K -26,000 Closed
Susquehanna International Group
28
Susquehanna International Group
Pennsylvania
– -$221K -15,796 Closed
National Bank of Canada
29
National Bank of Canada
Quebec, Canada
– -$32K -2,400 Closed
Rockefeller Capital Management
30
Rockefeller Capital Management
New York
– -$29K -2,220 Closed
S
31
SignatureFD
Georgia
– -$5.65K -424 Closed
1
2

BFOR Hedge Fund Activity: Q1 2023 in Review

24 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Barron's 400 ETF (BFOR) for Q1 2023, worth a combined $27.1M — down 5.8% from $28.8M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of BFOR and 1 opened new positions — a net loss of 6 holders — while 4 trimmed existing stakes and 5 added.

The largest buyer was Stifel Financial, opening a new position worth an estimated $235K. The largest seller was Citadel Advisors, exiting entirely with an estimated $1.15M sold.

  • 24 institutional investors held Barron's 400 ETF (BFOR) as of Q1 2023, down from 31 in Q4 2022.
  • Funds reported $27.1M of Barron's 400 ETF stock for Q1 2023, down 5.8% quarter-over-quarter.
  • 1 fund opened new Barron's 400 ETF positions in Q1 2023 and 7 closed out, a net change of -6 holders.
  • The largest Barron's 400 ETF buyer in Q1 2023 was Stifel Financial, an estimated $235K added.
  • The largest Barron's 400 ETF seller in Q1 2023 was Citadel Advisors, an estimated $1.15M sold.

Based on aggregated 13F filings for Q1 2023.