Barron's 400 ETF
BFOR
17 hedge funds and large institutions have $55.7M invested in Barron's 400 ETF in 2014 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 7 increasing their positions, 3 reducing their positions, and 3 closing their positions.
133% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 3
33% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 3
12% more capital invested
Capital invested by funds: $49.7M → $55.7M (+$6.02M)
6% more funds holding
Funds holding: 16 → 17 (+1)
2.71% less ownership
Funds ownership: 98.59% → 95.87% (-2.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
U
UBS
Zurich,
Switzerland
|
+$3.47M |
| 2 |
Morgan Stanley
New York
|
+$1.47M |
| 3 |
TYCC
Texas Yale Capital Corp
St. Petersburg,
Florida
|
+$348K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$326K |
| 5 |
HFS
HL Financial Services
Louisville,
Kentucky
|
+$258K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.31M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$469K |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$226K |
| 4 |
HCM
Horan Capital Management
Hunt Valley,
Maryland
|
-$119K |
| 5 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$3.57K |
BFOR Hedge Fund Activity: Q1 2014 in Review
17 of the 3,475 institutional investors tracked by Wall St. Rank reported a position in Barron's 400 ETF (BFOR) for Q1 2014, worth a combined $55.7M — up 12% from $49.7M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new BFOR positions and 3 closed out — a net gain of 1 holder — while 7 added to existing stakes and 3 trimmed.
The largest buyer was UBS, adding an estimated $3.47M. The largest seller was Royal Bank of Canada, cutting an estimated $1.31M.
- 17 institutional investors held Barron's 400 ETF (BFOR) as of Q1 2014, up from 16 in Q4 2013.
- Funds reported $55.7M of Barron's 400 ETF stock for Q1 2014, up 12% quarter-over-quarter.
- 4 funds opened new Barron's 400 ETF positions in Q1 2014 and 3 closed out, a net change of +1 holder.
- The largest Barron's 400 ETF buyer in Q1 2014 was UBS, an estimated $3.47M added.
- The largest Barron's 400 ETF seller in Q1 2014 was Royal Bank of Canada, an estimated $1.31M sold.
Based on aggregated 13F filings for Q1 2014.