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Barron's 400 ETF
BFOR

27 hedge funds and large institutions have $30.4M invested in Barron's 400 ETF in 2023 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 4 increasing their positions, 5 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 2

13% more funds holding

Funds holding: 24 → 27 (+3)

12% more capital invested

Capital invested by funds: $27.1M → $30.4M (+$3.31M)

5.73% more ownership

Funds ownership: 84.72% → 90.45% (+5.7%)

20% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 5

Holders
27
Holders Change
+3
Holders Change %
+12.5%
% of All Funds
0.42%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
4
Reduced
5
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Osaic Holdings
Osaic Holdings
Arizona
+$753K
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$747K
3
CAMG
CWA Asset Management Group
Florida
+$189K
4
UBS Group
UBS Group
Switzerland
+$17.3K
5
Wells Fargo
Wells Fargo
California
+$11.1K

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$59.8K
2
AWM
Activest Wealth Management
Florida
-$47.4K
3
LPL Financial
LPL Financial
California
-$10.8K
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$5.5K
5
Stifel Financial
Stifel Financial
Missouri
-$4.75K
Name Holding Trade Value Shares
Change 		Change in
Stake
S
26
SignatureFD
Georgia
$6.87K +$6.48K +480 New
RWPA
27
Richard W. Paul & Associates
Michigan
$2.81K – – –
AWM
28
Activest Wealth Management
Florida
– -$47.4K -3,480 Closed
BAM
29
Belpointe Asset Management
Nevada
– -$2.02K -148 Closed
1
2

BFOR Hedge Fund Activity: Q2 2023 in Review

27 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Barron's 400 ETF (BFOR) for Q2 2023, worth a combined $30.4M — up 12% from $27.1M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new BFOR positions and 2 closed out — a net gain of 3 holders — while 4 added to existing stakes and 5 trimmed.

The largest buyer was Osaic Holdings, adding an estimated $753K. The largest seller was Bank of America, cutting an estimated $59.8K.

  • 27 institutional investors held Barron's 400 ETF (BFOR) as of Q2 2023, up from 24 in Q1 2023.
  • Funds reported $30.4M of Barron's 400 ETF stock for Q2 2023, up 12% quarter-over-quarter.
  • 5 funds opened new Barron's 400 ETF positions in Q2 2023 and 2 closed out, a net change of +3 holders.
  • The largest Barron's 400 ETF buyer in Q2 2023 was Osaic Holdings, an estimated $753K added.
  • The largest Barron's 400 ETF seller in Q2 2023 was Bank of America, an estimated $59.8K sold.

Based on aggregated 13F filings for Q2 2023.