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Barron's 400 ETF
BFOR

36 hedge funds and large institutions have $36.4M invested in Barron's 400 ETF in 2025 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 6 increasing their positions, 12 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.19% more ownership

Funds ownership: 99.02% → 102.21% (+3.2%)

2% less capital invested

Capital invested by funds: $37.1M → $36.4M (-$613K)

14% less funds holding

Funds holding: 42 → 36 (-6)

17% less call options, than puts

Call options by funds: $236K | Put options by funds: $285K

50% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 12

71% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 7

Holders
36
Holders Change
-6
Holders Change %
-14.29%
% of All Funds
0.48%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
6
Reduced
12
Closed
7
Calls
$236K
Puts
$285K
Net Calls
-$49K
Net Calls Change
-$49K

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$3.31M
2
Bank of America
Bank of America
North Carolina
+$442K
3
Jones Financial Companies
Jones Financial Companies
Missouri
+$305K
4
IA
IFP Advisors
Florida
+$238K
5
NA
NewEdge Advisors
Louisiana
+$31.1K

Top Sellers

Rank Fund Capital Flow
1
GS
GTS Securities
New York
-$1.12M
2
AC
ASB Consultores
Florida
-$839K
3
UBS Group
UBS Group
Switzerland
-$498K
4
Citadel Advisors
Citadel Advisors
Florida
-$214K
5
EWA
EP Wealth Advisors
California
-$210K
Name Holding Trade Value Shares
Change 		Change in
Stake
RW
26
RVW Wealth
California
$201K -$12.4K -676 -6%
NA
27
NewEdge Advisors
Louisiana
$81.6K +$31.1K +1,700 +57%
HNB
28
Huntington National Bank
Ohio
$69.4K – – –
CIBC Private Wealth Group
29
CIBC Private Wealth Group
Georgia
$40.1K -$47.5K -2,600 -50%
Northwestern Mutual Wealth Management
30
Northwestern Mutual Wealth Management
Wisconsin
$18K – – –
CA
31
Clearstead Advisors
Ohio
$13.9K +$14.6K +800 New
HIA
32
Harbor Investment Advisory
Maryland
$10.5K – – –
EWA
33
EverSource Wealth Advisors
Alabama
$8.88K – – –
S
34
SignatureFD
Georgia
$7.99K – – –
CIAS
35
Capital Investment Advisory Services
North Carolina
$6.67K – – –
HNW
36
High Note Wealth
Minnesota
$2.78K – – –
PNC Financial Services Group
37
PNC Financial Services Group
Pennsylvania
$2.22K – – –
Citadel Advisors
38
Citadel Advisors
Florida
– -$214K -11,748 Closed
EWA
39
EP Wealth Advisors
California
– -$210K -11,540 Closed
Citigroup
40
Citigroup
New York
– -$18.9K -1,040 Closed
JFG
41
JDM Financial Group
Texas
– -$14.6K -800 Closed
National Bank of Canada
42
National Bank of Canada
Quebec, Canada
– -$14.6K -800 Closed
AWM
43
Avior Wealth Management
Nebraska
– -$11.3K -620 Closed
RWPA
44
Richard W. Paul & Associates
Michigan
– -$3.57K -196 Closed
1
2

BFOR Hedge Fund Activity: Q1 2025 in Review

36 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Barron's 400 ETF (BFOR) for Q1 2025, worth a combined $36.4M — down 1.7% from $37.1M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of BFOR and 2 opened new positions — a net loss of 5 holders — while 12 trimmed existing stakes and 6 added.

The largest buyer was Morgan Stanley, adding an estimated $3.31M. The largest seller was GTS Securities, cutting an estimated $1.12M.

  • 36 institutional investors held Barron's 400 ETF (BFOR) as of Q1 2025, down from 42 in Q4 2024.
  • Funds reported $36.4M of Barron's 400 ETF stock for Q1 2025, down 1.7% quarter-over-quarter.
  • 2 funds opened new Barron's 400 ETF positions in Q1 2025 and 7 closed out, a net change of -5 holders.
  • The largest Barron's 400 ETF buyer in Q1 2025 was Morgan Stanley, an estimated $3.31M added.
  • The largest Barron's 400 ETF seller in Q1 2025 was GTS Securities, an estimated $1.12M sold.

Based on aggregated 13F filings for Q1 2025.