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Barron's 400 ETF
BFOR

37 hedge funds and large institutions have $43.8M invested in Barron's 400 ETF in 2025 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 6 increasing their positions, 11 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 2

20% more capital invested

Capital invested by funds: $36.4M → $43.8M (+$7.38M)

7.33% more ownership

Funds ownership: 102.21% → 109.54% (+7.3%)

3% more funds holding

Funds holding: 36 → 37 (+1)

20% less call options, than puts

Call options by funds: $485K | Put options by funds: $608K

45% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 11

Holders
37
Holders Change
+1
Holders Change %
+2.78%
% of All Funds
0.49%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
6
Reduced
11
Closed
2
Calls
$485K
Puts
$608K
Net Calls
-$123K
Net Calls Change
-$74K

Top Buyers

Rank Fund Capital Flow
1
TC
Trilogy Capital
California
+$2.53M
2
GS
GTS Securities
New York
+$558K
3
Bank of America
Bank of America
North Carolina
+$324K
4
Wolverine Trading
Wolverine Trading
Illinois
+$291K
5
Jones Financial Companies
Jones Financial Companies
Missouri
+$245K

Top Sellers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
-$483K
2
SA
Sanctuary Advisors
Indiana
-$145K
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$143K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$143K
5
TYCC
Texas Yale Capital Corp
Florida
-$40.4K
Name Holding Trade Value Shares
Change 		Change in
Stake
HVIA
26
Hudson Valley Investment Advisors
New York
$231K – – –
RW
27
RVW Wealth
California
$223K – – –
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$197K -$143K -8,000 -44%
Raymond James Financial
29
Raymond James Financial
Florida
$158K +$147K +8,220 New
NA
30
NewEdge Advisors
Louisiana
$77K -$12.5K -700 -15%
HNB
31
Huntington National Bank
Ohio
$61.6K – – –
CIBC Private Wealth Group
32
CIBC Private Wealth Group
Georgia
$23.1K -$25K -1,400 -54%
CA
33
Clearstead Advisors
Ohio
$15.4K – – –
HIA
34
Harbor Investment Advisory
Maryland
$11.6K – – –
EWA
35
EverSource Wealth Advisors
Alabama
$9.85K – – –
CIAS
36
Capital Investment Advisory Services
North Carolina
$7.4K – – –
HNW
37
High Note Wealth
Minnesota
$3.08K – – –
PNC Financial Services Group
38
PNC Financial Services Group
Pennsylvania
$2.46K – – –
Northwestern Mutual Wealth Management
39
Northwestern Mutual Wealth Management
Wisconsin
– -$18K -1,036 Closed
S
40
SignatureFD
Georgia
– -$7.99K -460 Closed
1
2

BFOR Hedge Fund Activity: Q2 2025 in Review

37 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Barron's 400 ETF (BFOR) for Q2 2025, worth a combined $43.8M — up 20% from $36.4M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new BFOR positions and 2 closed out — a net gain of 1 holder — while 6 added to existing stakes and 11 trimmed.

The largest buyer was Trilogy Capital, opening a new position worth an estimated $2.53M. The largest seller was UBS Group, cutting an estimated $483K.

  • 37 institutional investors held Barron's 400 ETF (BFOR) as of Q2 2025, up from 36 in Q1 2025.
  • Funds reported $43.8M of Barron's 400 ETF stock for Q2 2025, up 20% quarter-over-quarter.
  • 3 funds opened new Barron's 400 ETF positions in Q2 2025 and 2 closed out, a net change of +1 holder.
  • The largest Barron's 400 ETF buyer in Q2 2025 was Trilogy Capital, an estimated $2.53M added.
  • The largest Barron's 400 ETF seller in Q2 2025 was UBS Group, an estimated $483K sold.

Based on aggregated 13F filings for Q2 2025.