Barron's 400 ETF
BFOR
32 hedge funds and large institutions have $30.6M invested in Barron's 400 ETF in 2024 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 7 increasing their positions, 4 reducing their positions, and 5 closing their positions.
75% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 4
4.37% less ownership
Funds ownership: 92.3% → 87.94% (-4.4%)
8% less capital invested
Capital invested by funds: $33.4M → $30.6M (-$2.8M)
9% less funds holding
Funds holding: 35 → 32 (-3)
40% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AA
Axiom Advisory
San Diego,
California
|
+$645K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$292K |
| 3 |
AC
ASB Consultores
Aventura,
Florida
|
+$106K |
| 4 |
LPL Financial
San Diego,
California
|
+$68.1K |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$66.6K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$1.9M |
| 2 |
GS
GTS Securities
New York
|
-$1.2M |
| 3 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$218K |
| 4 |
Mariner
Overland Park,
Kansas
|
-$204K |
| 5 |
HVIA
Hudson Valley Investment Advisors
Goshen,
New York
|
-$204K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CSWM
26
Cassady Schiller Wealth Management
Cincinnati,
Ohio
| $19.9K | – | – | – |
|
27
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $17.2K | – | – | – |
|
|
HIA
28
Harbor Investment Advisory
Lutherville,
Maryland
| $10K | – | – | – |
|
|
S
29
SignatureFD
Atlanta,
Georgia
| $7.62K | – | – | – |
|
|
CIAS
30
Capital Investment Advisory Services
Raleigh,
North Carolina
| $6.33K | – | – | – |
|
|
RWPA
31
Richard W. Paul & Associates
Novi,
Michigan
| $3.25K | – | – | – |
|
32
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $2.12K | – | – | – |
|
|
GS
33
GTS Securities
New York
| – | -$1.2M | -70,788 | Closed |
|
|
34
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$218K | -12,800 | Closed |
|
|
HVIA
35
Hudson Valley Investment Advisors
Goshen,
New York
| – | -$204K | -12,000 | Closed |
|
|
36
Mariner
Overland Park,
Kansas
| – | -$204K | -12,000 | Closed |
|
|
IGWM
37
ICA Group Wealth Management
Denver,
Colorado
| – | -$41K | -2,416 | Closed |
|
BFOR Hedge Fund Activity: Q2 2024 in Review
32 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Barron's 400 ETF (BFOR) for Q2 2024, worth a combined $30.6M — down 8.4% from $33.4M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of BFOR and 3 opened new positions — a net loss of 2 holders — while 4 trimmed existing stakes and 7 added.
The largest buyer was Axiom Advisory, opening a new position worth an estimated $645K. The largest seller was Morgan Stanley, cutting an estimated $1.9M.
- 32 institutional investors held Barron's 400 ETF (BFOR) as of Q2 2024, down from 35 in Q1 2024.
- Funds reported $30.6M of Barron's 400 ETF stock for Q2 2024, down 8.4% quarter-over-quarter.
- 3 funds opened new Barron's 400 ETF positions in Q2 2024 and 5 closed out, a net change of -2 holders.
- The largest Barron's 400 ETF buyer in Q2 2024 was Axiom Advisory, an estimated $645K added.
- The largest Barron's 400 ETF seller in Q2 2024 was Morgan Stanley, an estimated $1.9M sold.
Based on aggregated 13F filings for Q2 2024.