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Barron's 400 ETF
BFOR

Overview Fund Activity

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.

Holders
42
Holders Change
+6
Holders Change %
+16.67%
% of All Funds
0.56%
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

1
GS
1
GTS Securities
New York
$2.66M
2
AW
2
Alteri Wealth
California
$743K
3
WA
3
Waverly Advisors
Alabama
$675K
4
HA
4
Huntleigh Advisors
Missouri
$233K
5
Citadel Advisors
5
Citadel Advisors
Florida
$214K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$17.3M
2
Mariner
2
Mariner
Kansas
$0
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$464K
4
Bank of America
4
Bank of America
North Carolina
$2.41M
5
SA
5
Sanctuary Advisors
Indiana
$1.11M
Name Market Value Shares Shares
Change 		Shares
Change %
EWA
26
EP Wealth Advisors
California
$210K 2,885 +2,885 New
Jones Financial Companies
27
Jones Financial Companies
Missouri
$135K 1,855 +1,271 +218%
CIBC Private Wealth Group
28
CIBC Private Wealth Group
Georgia
$95.3K 1,300 – –
HNB
29
Huntington National Bank
Ohio
– – – –
NA
30
NewEdge Advisors
Louisiana
$54.6K 750 – –
CSWM
31
Cassady Schiller Wealth Management
Ohio
$21.8K 300 – –
Citigroup
32
Citigroup
New York
$18.9K 260 +260 New
Northwestern Mutual Wealth Management
33
Northwestern Mutual Wealth Management
Wisconsin
$18.8K 259 – –
JFG
34
JDM Financial Group
Texas
$14.6K 200 – –
National Bank of Canada
35
National Bank of Canada
Quebec, Canada
$14.6K 200 – –
AWM
36
Avior Wealth Management
Nebraska
$11.3K 155 +155 New
HIA
37
Harbor Investment Advisory
Maryland
$11K 151 – –
EWA
38
EverSource Wealth Advisors
Alabama
$9.31K 128 +128 New
S
39
SignatureFD
Georgia
$8.37K 115 – –
CIAS
40
Capital Investment Advisory Services
North Carolina
$6.99K 96 +1 +1%
RWPA
41
Richard W. Paul & Associates
Michigan
$3.57K 49 – –
HNW
42
High Note Wealth
Minnesota
$2.91K 40 +40 New
PNC Financial Services Group
43
PNC Financial Services Group
Pennsylvania
$2.33K 32 – –
Mariner
44
Mariner
Kansas
– – -3,000 Closed
CFGS
45
Concourse Financial Group Securities
Alabama
– – – –
1
2