Barron's 400 ETF
BFOR
22 hedge funds and large institutions have $69.2M invested in Barron's 400 ETF in 2014 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 7 increasing their positions, 4 reducing their positions, and 1 closing their positions.
400% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 1
75% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 4
22% more funds holding
Funds holding: 18 → 22 (+4)
16.03% more ownership
Funds ownership: 103.63% → 119.66% (+16%)
8% more capital invested
Capital invested by funds: $63.9M → $69.2M (+$5.24M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$4.22M |
| 2 |
U
UBS
Zurich,
Switzerland
|
+$1.35M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.35M |
| 4 |
VKH
Virtu KCG Holdings
New York
|
+$954K |
| 5 |
Morgan Stanley
New York
|
+$673K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIBC Private Wealth Group
Atlanta,
Georgia
|
-$757K |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$448K |
| 3 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$249K |
| 4 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$28.9K |
| 5 |
LPL Financial
San Diego,
California
|
-$3.11K |
BFOR Hedge Fund Activity: Q3 2014 in Review
22 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Barron's 400 ETF (BFOR) for Q3 2014, worth a combined $69.2M — up 8.2% from $63.9M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new BFOR positions and 1 closed out — a net gain of 4 holders — while 7 added to existing stakes and 4 trimmed.
The largest buyer was Jane Street, adding an estimated $4.22M. The largest seller was CIBC Private Wealth Group, exiting entirely with an estimated $757K sold.
- 22 institutional investors held Barron's 400 ETF (BFOR) as of Q3 2014, up from 18 in Q2 2014.
- Funds reported $69.2M of Barron's 400 ETF stock for Q3 2014, up 8.2% quarter-over-quarter.
- 5 funds opened new Barron's 400 ETF positions in Q3 2014 and 1 closed out, a net change of +4 holders.
- The largest Barron's 400 ETF buyer in Q3 2014 was Jane Street, an estimated $4.22M added.
- The largest Barron's 400 ETF seller in Q3 2014 was CIBC Private Wealth Group, an estimated $757K sold.
Based on aggregated 13F filings for Q3 2014.