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Barron's 400 ETF
BFOR

39 hedge funds and large institutions have $62.9M invested in Barron's 400 ETF in 2025 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 9 increasing their positions, 6 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 3

50% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 6

43% more capital invested

Capital invested by funds: $43.8M → $62.9M (+$19.1M)

28.01% more ownership

Funds ownership: 109.54% → 137.55% (+28%)

5% more funds holding

Funds holding: 37 → 39 (+2)

Holders
39
Holders Change
+2
Holders Change %
+5.41%
% of All Funds
0.51%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
5
Increased
9
Reduced
6
Closed
3
Calls
$244K
Puts
–
Net Calls
+$244K
Net Calls Change
+$367K

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$15.9M
2
Bank of America
Bank of America
North Carolina
+$926K
3
Jones Financial Companies
Jones Financial Companies
Missouri
+$635K
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$255K
5
Northern Trust
Northern Trust
Illinois
+$238K

Top Sellers

Rank Fund Capital Flow
1
GS
GTS Securities
New York
-$1.41M
2
UBS Group
UBS Group
Switzerland
-$431K
3
Wolverine Trading
Wolverine Trading
Illinois
-$312K
4
WA
Waverly Advisors
Alabama
-$63.6K
5
Osaic Holdings
Osaic Holdings
Arizona
-$58.7K
Name Holding Trade Value Shares
Change 		Change in
Stake
HVIA
26
Hudson Valley Investment Advisors
New York
$244K – – –
Northern Trust
27
Northern Trust
Illinois
$244K +$238K +12,000 New
RW
28
RVW Wealth
California
$235K – – –
Raymond James Financial
29
Raymond James Financial
Florida
$231K +$63.2K +3,180 +39%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$208K – – –
SWM
31
Spire Wealth Management
Virginia
$179K +$175K +8,800 New
Rockefeller Capital Management
32
Rockefeller Capital Management
New York
$168K +$164K +8,264 New
HNB
33
Huntington National Bank
Ohio
$64.9K – – –
NA
34
NewEdge Advisors
Louisiana
$60.9K -$19.9K -1,000 -25%
CA
35
Clearstead Advisors
Ohio
$16.2K – – –
Comerica Bank
36
Comerica Bank
Texas
$14.5K +$14.2K +716 New
CIAS
37
Capital Investment Advisory Services
North Carolina
$7.8K – – –
EWA
38
EverSource Wealth Advisors
Alabama
$3.35K -$6.92K -348 -68%
HNW
39
High Note Wealth
Minnesota
$3.25K – – –
PNC Financial Services Group
40
PNC Financial Services Group
Pennsylvania
$2.6K – – –
Wolverine Trading
41
Wolverine Trading
Illinois
– -$312K -16,276 Closed
CIBC Private Wealth Group
42
CIBC Private Wealth Group
Georgia
– -$23.1K -1,200 Closed
HIA
43
Harbor Investment Advisory
Maryland
– -$11.6K -604 Closed
1
2

BFOR Hedge Fund Activity: Q3 2025 in Review

39 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Barron's 400 ETF (BFOR) for Q3 2025, worth a combined $62.9M — up 43% from $43.8M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new BFOR positions and 3 closed out — a net gain of 2 holders — while 9 added to existing stakes and 6 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $15.9M. The largest seller was GTS Securities, cutting an estimated $1.41M.

  • 39 institutional investors held Barron's 400 ETF (BFOR) as of Q3 2025, up from 37 in Q2 2025.
  • Funds reported $62.9M of Barron's 400 ETF stock for Q3 2025, up 43% quarter-over-quarter.
  • 5 funds opened new Barron's 400 ETF positions in Q3 2025 and 3 closed out, a net change of +2 holders.
  • The largest Barron's 400 ETF buyer in Q3 2025 was Morgan Stanley, an estimated $15.9M added.
  • The largest Barron's 400 ETF seller in Q3 2025 was GTS Securities, an estimated $1.41M sold.

Based on aggregated 13F filings for Q3 2025.