Barron's 400 ETF
BFOR
32 hedge funds and large institutions have $48.9M invested in Barron's 400 ETF in 2023 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 7 increasing their positions, 7 reducing their positions, and 2 closing their positions.
200% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 2
73% more capital invested
Capital invested by funds: $28.3M → $48.9M (+$20.6M)
53.6% more ownership
Funds ownership: 86.21% → 139.81% (+54%)
14% more funds holding
Funds holding: 28 → 32 (+4)
0% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$14.2M |
| 2 |
GS
GTS Securities
New York
|
+$1.63M |
| 3 |
Jane Street
New York
|
+$708K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$208K |
| 5 |
CAMG
CWA Asset Management Group
Naples,
Florida
|
+$202K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$840K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$662K |
| 3 |
RW
RVW Wealth
Los Angeles,
California
|
-$173K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$30.3K |
| 5 |
Wells Fargo
San Francisco,
California
|
-$26.4K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TSWM
26
Tyler-Stone Wealth Management
Beachwood,
Ohio
| $24.9K | – | – | – |
|
|
CSWM
27
Cassady Schiller Wealth Management
Cincinnati,
Ohio
| $18.7K | – | – | – |
|
28
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $16.1K | +$14.9K | +1,036 | New |
|
|
HIA
29
Harbor Investment Advisory
Lutherville,
Maryland
| $9.39K | – | – | – |
|
|
S
30
SignatureFD
Atlanta,
Georgia
| $7.15K | -$288 | -20 | -4% |
|
|
CIAS
31
Capital Investment Advisory Services
Raleigh,
North Carolina
| $5.94K | +$58 | +4 | +1% |
|
|
RWPA
32
Richard W. Paul & Associates
Novi,
Michigan
| $3.05K | – | – | – |
|
|
RW
33
RVW Wealth
Los Angeles,
California
| – | -$173K | -12,276 | Closed |
|
|
TF
34
Tompkins Financial
Ithaca,
New York
| – | -$3.94K | -280 | Closed |
|
BFOR Hedge Fund Activity: Q4 2023 in Review
32 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Barron's 400 ETF (BFOR) for Q4 2023, worth a combined $48.9M — up 73% from $28.3M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new BFOR positions and 2 closed out — a net gain of 4 holders — while 7 added to existing stakes and 7 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $14.2M. The largest seller was Osaic Holdings, cutting an estimated $840K.
- 32 institutional investors held Barron's 400 ETF (BFOR) as of Q4 2023, up from 28 in Q3 2023.
- Funds reported $48.9M of Barron's 400 ETF stock for Q4 2023, up 73% quarter-over-quarter.
- 6 funds opened new Barron's 400 ETF positions in Q4 2023 and 2 closed out, a net change of +4 holders.
- The largest Barron's 400 ETF buyer in Q4 2023 was Morgan Stanley, an estimated $14.2M added.
- The largest Barron's 400 ETF seller in Q4 2023 was Osaic Holdings, an estimated $840K sold.
Based on aggregated 13F filings for Q4 2023.