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Barron's 400 ETF
BFOR

42 hedge funds and large institutions have $37.1M invested in Barron's 400 ETF in 2024 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 9 increasing their positions, 5 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

800% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 1

80% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 5

17% more funds holding

Funds holding: 36 → 42 (+6)

5% more capital invested

Capital invested by funds: $35.2M → $37.1M (+$1.83M)

3.61% more ownership

Funds ownership: 95.41% → 99.02% (+3.6%)

Holders
42
Holders Change
+6
Holders Change %
+16.67%
% of All Funds
0.55%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
9
Reduced
5
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
GS
GTS Securities
New York
+$1.57M
2
WA
Waverly Advisors
Alabama
+$694K
3
Citadel Advisors
Citadel Advisors
Florida
+$220K
4
EWA
EP Wealth Advisors
California
+$216K
5
UBS Group
UBS Group
Switzerland
+$163K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$564K
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$217K
3
Mariner
Mariner
Kansas
-$215K
4
Bank of America
Bank of America
North Carolina
-$120K
5
SA
Sanctuary Advisors
Indiana
-$98.2K
Name Holding Trade Value Shares
Change 		Change in
Stake
EWA
26
EP Wealth Advisors
California
$210K +$216K +11,540 New
Jones Financial Companies
27
Jones Financial Companies
Missouri
$135K +$95.1K +5,084 +218%
CIBC Private Wealth Group
28
CIBC Private Wealth Group
Georgia
$95.3K – – –
HNB
29
Huntington National Bank
Ohio
$72.8K – – –
NA
30
NewEdge Advisors
Louisiana
$54.6K – – –
CSWM
31
Cassady Schiller Wealth Management
Ohio
$21.8K – – –
Citigroup
32
Citigroup
New York
$18.9K +$19.5K +1,040 New
Northwestern Mutual Wealth Management
33
Northwestern Mutual Wealth Management
Wisconsin
$18.8K – – –
JFG
34
JDM Financial Group
Texas
$14.6K – – –
National Bank of Canada
35
National Bank of Canada
Quebec, Canada
$14.6K – – –
AWM
36
Avior Wealth Management
Nebraska
$11.3K +$11.6K +620 New
HIA
37
Harbor Investment Advisory
Maryland
$11K – – –
EWA
38
EverSource Wealth Advisors
Alabama
$9.3K +$9.58K +512 New
S
39
SignatureFD
Georgia
$8.37K – – –
CIAS
40
Capital Investment Advisory Services
North Carolina
$6.99K +$75 +4 +1%
RWPA
41
Richard W. Paul & Associates
Michigan
$3.57K – – –
HNW
42
High Note Wealth
Minnesota
$2.91K +$2.99K +160 New
PNC Financial Services Group
43
PNC Financial Services Group
Pennsylvania
$2.33K – – –
Mariner
44
Mariner
Kansas
– -$215K -12,000 Closed
1
2

BFOR Hedge Fund Activity: Q4 2024 in Review

42 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Barron's 400 ETF (BFOR) for Q4 2024, worth a combined $37.1M — up 5.2% from $35.2M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new BFOR positions and 1 closed out — a net gain of 8 holders — while 9 added to existing stakes and 5 trimmed.

The largest buyer was GTS Securities, adding an estimated $1.57M. The largest seller was Morgan Stanley, cutting an estimated $564K.

  • 42 institutional investors held Barron's 400 ETF (BFOR) as of Q4 2024, up from 36 in Q3 2024.
  • Funds reported $37.1M of Barron's 400 ETF stock for Q4 2024, up 5.2% quarter-over-quarter.
  • 9 funds opened new Barron's 400 ETF positions in Q4 2024 and 1 closed out, a net change of +8 holders.
  • The largest Barron's 400 ETF buyer in Q4 2024 was GTS Securities, an estimated $1.57M added.
  • The largest Barron's 400 ETF seller in Q4 2024 was Morgan Stanley, an estimated $564K sold.

Based on aggregated 13F filings for Q4 2024.