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Barron's 400 ETF
BFOR

36 hedge funds and large institutions have $35.2M invested in Barron's 400 ETF in 2024 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 11 increasing their positions, 6 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 2

83% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 6

15% more capital invested

Capital invested by funds: $30.6M → $35.2M (+$4.64M)

13% more funds holding

Funds holding: 32 → 36 (+4)

7.47% more ownership

Funds ownership: 87.94% → 95.41% (+7.5%)

Holders
36
Holders Change
+4
Holders Change %
+12.5%
% of All Funds
0.52%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
11
Reduced
6
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
GS
GTS Securities
New York
+$1.07M
2
Bank of America
Bank of America
North Carolina
+$339K
3
HVIA
Hudson Valley Investment Advisors
New York
+$206K
4
Mariner
Mariner
Kansas
+$206K
5
UBS Group
UBS Group
Switzerland
+$159K

Top Sellers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$471K
2
9WM
9258 Wealth Management
Ohio
-$275K
3
RCM
RMR Capital Management
California
-$43.5K
4
SIC
Salem Investment Counselors
North Carolina
-$32.8K
5
Osaic Holdings
Osaic Holdings
Arizona
-$31.6K
Name Holding Trade Value Shares
Change 		Change in
Stake
HNB
26
Huntington National Bank
Ohio
$71.7K – – –
NA
27
NewEdge Advisors
Louisiana
$53.8K – – –
Jones Financial Companies
28
Jones Financial Companies
Missouri
$41.7K +$15.7K +912 +64%
CSWM
29
Cassady Schiller Wealth Management
Ohio
$21.5K – – –
Northwestern Mutual Wealth Management
30
Northwestern Mutual Wealth Management
Wisconsin
$18.6K – – –
JFG
31
JDM Financial Group
Texas
$14.3K +$13.8K +800 New
National Bank of Canada
32
National Bank of Canada
Quebec, Canada
$14.3K +$13.8K +800 New
HIA
33
Harbor Investment Advisory
Maryland
$10.8K – – –
S
34
SignatureFD
Georgia
$8.25K – – –
CIAS
35
Capital Investment Advisory Services
North Carolina
$6.85K – – –
RWPA
36
Richard W. Paul & Associates
Michigan
$3.51K – – –
PNC Financial Services Group
37
PNC Financial Services Group
Pennsylvania
$2.29K – – –
SIC
38
Salem Investment Counselors
North Carolina
– -$32.8K -1,980 Closed
TSWM
39
Tyler-Stone Wealth Management
Ohio
– -$26.5K -1,600 Closed
1
2

BFOR Hedge Fund Activity: Q3 2024 in Review

36 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Barron's 400 ETF (BFOR) for Q3 2024, worth a combined $35.2M — up 15% from $30.6M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new BFOR positions and 2 closed out — a net gain of 4 holders — while 11 added to existing stakes and 6 trimmed.

The largest buyer was GTS Securities, opening a new position worth an estimated $1.07M. The largest seller was Susquehanna International Group, cutting an estimated $471K.

  • 36 institutional investors held Barron's 400 ETF (BFOR) as of Q3 2024, up from 32 in Q2 2024.
  • Funds reported $35.2M of Barron's 400 ETF stock for Q3 2024, up 15% quarter-over-quarter.
  • 6 funds opened new Barron's 400 ETF positions in Q3 2024 and 2 closed out, a net change of +4 holders.
  • The largest Barron's 400 ETF buyer in Q3 2024 was GTS Securities, an estimated $1.07M added.
  • The largest Barron's 400 ETF seller in Q3 2024 was Susquehanna International Group, an estimated $471K sold.

Based on aggregated 13F filings for Q3 2024.