Barron's 400 ETF
BFOR
28 hedge funds and large institutions have $28.3M invested in Barron's 400 ETF in 2023 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 8 increasing their positions, 5 reducing their positions, and 3 closing their positions.
60% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 5
33% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 3
4% more funds holding
Funds holding: 27 → 28 (+1)
4.24% less ownership
Funds ownership: 90.45% → 86.21% (-4.2%)
7% less capital invested
Capital invested by funds: $30.4M → $28.3M (-$2.14M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
+$760K |
| 2 |
GS
GTS Securities
New York
|
+$640K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$228K |
| 4 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$186K |
| 5 |
RW
RVW Wealth
Los Angeles,
California
|
+$179K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$3.76M |
| 2 |
CAMG
CWA Asset Management Group
Naples,
Florida
|
-$200K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$35.8K |
| 4 |
IGWM
ICA Group Wealth Management
Denver,
Colorado
|
-$34.6K |
| 5 |
LPL Financial
San Diego,
California
|
-$22.9K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CIAS
26
Capital Investment Advisory Services
Raleigh,
North Carolina
| $5.31K | +$5.47K | +376 | New |
|
|
TF
27
Tompkins Financial
Ithaca,
New York
| $3.94K | +$4.07K | +280 | New |
|
|
RWPA
28
Richard W. Paul & Associates
Novi,
Michigan
| $2.76K | – | – | – |
|
|
CAMG
29
CWA Asset Management Group
Naples,
Florida
| – | -$200K | -14,000 | Closed |
|
|
IGWM
30
ICA Group Wealth Management
Denver,
Colorado
| – | -$34.6K | -2,416 | Closed |
|
31
Fifth Third Bancorp
Cincinnati,
Ohio
| – | -$7.44K | -520 | Closed |
|
BFOR Hedge Fund Activity: Q3 2023 in Review
28 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Barron's 400 ETF (BFOR) for Q3 2023, worth a combined $28.3M — down 7% from $30.4M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new BFOR positions and 3 closed out — a net gain of 1 holder — while 8 added to existing stakes and 5 trimmed.
The largest buyer was Osaic Holdings, adding an estimated $760K. The largest seller was Morgan Stanley, cutting an estimated $3.76M.
- 28 institutional investors held Barron's 400 ETF (BFOR) as of Q3 2023, up from 27 in Q2 2023.
- Funds reported $28.3M of Barron's 400 ETF stock for Q3 2023, down 7% quarter-over-quarter.
- 4 funds opened new Barron's 400 ETF positions in Q3 2023 and 3 closed out, a net change of +1 holder.
- The largest Barron's 400 ETF buyer in Q3 2023 was Osaic Holdings, an estimated $760K added.
- The largest Barron's 400 ETF seller in Q3 2023 was Morgan Stanley, an estimated $3.76M sold.
Based on aggregated 13F filings for Q3 2023.