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Barron's 400 ETF
BFOR

38 hedge funds and large institutions have $66.8M invested in Barron's 400 ETF in 2025 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 14 increasing their positions, 7 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 7

6.49% more ownership

Funds ownership: 137.55% → 144.04% (+6.5%)

6% more capital invested

Capital invested by funds: $62.9M → $66.8M (+$3.9M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

3% less funds holding

Funds holding: 39 → 38 (-1)

33% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 3

Holders
38
Holders Change
-1
Holders Change %
-2.56%
% of All Funds
0.46%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
2
Increased
14
Reduced
7
Closed
3
Calls
$420K
Puts
–
Net Calls
+$420K
Net Calls Change
+$176K

Top Buyers

Rank Fund Capital Flow
1
Jones Financial Companies
Jones Financial Companies
Missouri
+$2.14M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$218K
4
Raymond James Financial
Raymond James Financial
Florida
+$201K
5
AW
Alteri Wealth
California
+$103K

Top Sellers

Rank Fund Capital Flow
1
Osaic Holdings
Osaic Holdings
Arizona
-$319K
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$260K
3
Northern Trust
Northern Trust
Illinois
-$244K
4
UBS Group
UBS Group
Switzerland
-$98.2K
5
Bank of America
Bank of America
North Carolina
-$82.6K
Name Holding Trade Value Shares
Change 		Change in
Stake
HVIA
26
Hudson Valley Investment Advisors
New York
$247K – – –
RW
27
RVW Wealth
California
$239K – – –
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$221K +$218K +10,712 New
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$192K -$18.3K -900 -9%
SWM
30
Spire Wealth Management
Virginia
$181K – – –
Rockefeller Capital Management
31
Rockefeller Capital Management
New York
$170K +$244 +12 +0.1%
AC
32
AlphaCore Capital
California
$98.8K +$97.5K +4,800 New
NA
33
NewEdge Advisors
Louisiana
$61.8K – – –
Comerica Bank
34
Comerica Bank
Texas
$14.7K – – –
CA
35
Clearstead Advisors
Ohio
$8.23K -$8.12K -400 -50%
CIAS
36
Capital Investment Advisory Services
North Carolina
$7.96K +$81 +4 +1%
EWA
37
EverSource Wealth Advisors
Alabama
$3.42K +$81 +4 +2%
HNW
38
High Note Wealth
Minnesota
$3.29K – – –
Envestnet Asset Management
39
Envestnet Asset Management
Illinois
– -$260K -12,836 Closed
Northern Trust
40
Northern Trust
Illinois
– -$244K -12,000 Closed
PNC Financial Services Group
41
PNC Financial Services Group
Pennsylvania
– -$2.6K -128 Closed
1
2

BFOR Hedge Fund Activity: Q4 2025 in Review

38 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Barron's 400 ETF (BFOR) for Q4 2025, worth a combined $66.8M — up 6.2% from $62.9M a quarter earlier.

Sellers outnumbered buyers: 3 funds closed out of BFOR and 2 opened new positions — a net loss of 1 holder — while 7 trimmed existing stakes and 14 added.

The largest buyer was Jones Financial Companies, adding an estimated $2.14M. The largest seller was Osaic Holdings, cutting an estimated $319K.

  • 38 institutional investors held Barron's 400 ETF (BFOR) as of Q4 2025, down from 39 in Q3 2025.
  • Funds reported $66.8M of Barron's 400 ETF stock for Q4 2025, up 6.2% quarter-over-quarter.
  • 2 funds opened new Barron's 400 ETF positions in Q4 2025 and 3 closed out, a net change of -1 holder.
  • The largest Barron's 400 ETF buyer in Q4 2025 was Jones Financial Companies, an estimated $2.14M added.
  • The largest Barron's 400 ETF seller in Q4 2025 was Osaic Holdings, an estimated $319K sold.

Based on aggregated 13F filings for Q4 2025.