Barron's 400 ETF
BFOR
35 hedge funds and large institutions have $33.4M invested in Barron's 400 ETF in 2024 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 5 increasing their positions, 7 reducing their positions, and 2 closing their positions.
150% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 2
9% more funds holding
Funds holding: 32 → 35 (+3)
29% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 7
32% less capital invested
Capital invested by funds: $48.9M → $33.4M (-$15.5M)
47.51% less ownership
Funds ownership: 139.81% → 92.3% (-48%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$346K |
| 2 |
RW
RVW Wealth
Los Angeles,
California
|
+$195K |
| 3 |
HVIA
Hudson Valley Investment Advisors
Goshen,
New York
|
+$191K |
| 4 |
Mariner
Overland Park,
Kansas
|
+$191K |
| 5 |
CIBC Private Wealth Group
Atlanta,
Georgia
|
+$106K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$17M |
| 2 |
GS
GTS Securities
New York
|
-$1.6M |
| 3 |
Jane Street
New York
|
-$765K |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$350K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$119K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
IGWM
26
ICA Group Wealth Management
Denver,
Colorado
| $41K | – | – | – |
|
|
SIC
27
Salem Investment Counselors
Winston Salem,
North Carolina
| $33.6K | – | – | – |
|
|
TSWM
28
Tyler-Stone Wealth Management
Beachwood,
Ohio
| $27.2K | – | – | – |
|
|
CSWM
29
Cassady Schiller Wealth Management
Cincinnati,
Ohio
| $20.4K | – | – | – |
|
30
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $17.6K | – | – | – |
|
|
HIA
31
Harbor Investment Advisory
Lutherville,
Maryland
| $10.3K | – | – | – |
|
|
S
32
SignatureFD
Atlanta,
Georgia
| $7.81K | – | – | – |
|
|
CIAS
33
Capital Investment Advisory Services
Raleigh,
North Carolina
| $6.48K | – | – | – |
|
|
RWPA
34
Richard W. Paul & Associates
Novi,
Michigan
| $3.33K | – | – | – |
|
35
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $2.17K | +$2.04K | +128 | New |
|
|
36
Jane Street
New York
| – | -$765K | -49,180 | Closed |
|
|
RJFSA
37
Raymond James Financial Services Advisors
St. Petersburg,
Florida
| – | -$350K | -22,488 | Closed |
|
BFOR Hedge Fund Activity: Q1 2024 in Review
35 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Barron's 400 ETF (BFOR) for Q1 2024, worth a combined $33.4M — down 32% from $48.9M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new BFOR positions and 2 closed out — a net gain of 3 holders — while 5 added to existing stakes and 7 trimmed.
The largest buyer was Susquehanna International Group, adding an estimated $346K. The largest seller was Morgan Stanley, cutting an estimated $17M.
- 35 institutional investors held Barron's 400 ETF (BFOR) as of Q1 2024, up from 32 in Q4 2023.
- Funds reported $33.4M of Barron's 400 ETF stock for Q1 2024, down 32% quarter-over-quarter.
- 5 funds opened new Barron's 400 ETF positions in Q1 2024 and 2 closed out, a net change of +3 holders.
- The largest Barron's 400 ETF buyer in Q1 2024 was Susquehanna International Group, an estimated $346K added.
- The largest Barron's 400 ETF seller in Q1 2024 was Morgan Stanley, an estimated $17M sold.
Based on aggregated 13F filings for Q1 2024.