We are live on ! Find out more
BFOR icon

Barron's 400 ETF
BFOR

20 hedge funds and large institutions have $57.9M invested in Barron's 400 ETF in 2015 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 5 increasing their positions, 6 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 2

5% more funds holding

Funds holding: 19 → 20 (+1)

0.01% more ownership

Funds ownership: 121.12% → 121.14% (+0.01%)

10% less capital invested

Capital invested by funds: $64.5M → $57.9M (-$6.54M)

17% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 6

Holders
20
Holders Change
+1
Holders Change %
+5.26%
% of All Funds
0.56%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
5
Reduced
6
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
+$1.07M
2
Jane Street
Jane Street
New York
+$504K
3
Citadel Advisors
Citadel Advisors
Florida
+$321K
4
LTFS
Ladenburg Thalmann Financial Services
Florida
+$123K
5
LPL Financial
LPL Financial
California
+$89.3K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$906K
2
AIG
American International Group
New York
-$306K
3
WA
WFG Advisors
Texas
-$239K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$153K
5
Bank of America
Bank of America
North Carolina
-$89.6K

BFOR Hedge Fund Activity: Q3 2015 in Review

20 of the 3,590 institutional investors tracked by Wall St. Rank reported a position in Barron's 400 ETF (BFOR) for Q3 2015, worth a combined $57.9M — down 10% from $64.5M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new BFOR positions and 2 closed out — a net gain of 2 holders — while 5 added to existing stakes and 6 trimmed.

The largest buyer was UBS Group, adding an estimated $1.07M. The largest seller was Morgan Stanley, cutting an estimated $906K.

  • 20 institutional investors held Barron's 400 ETF (BFOR) as of Q3 2015, up from 19 in Q2 2015.
  • Funds reported $57.9M of Barron's 400 ETF stock for Q3 2015, down 10% quarter-over-quarter.
  • 4 funds opened new Barron's 400 ETF positions in Q3 2015 and 2 closed out, a net change of +2 holders.
  • The largest Barron's 400 ETF buyer in Q3 2015 was UBS Group, an estimated $1.07M added.
  • The largest Barron's 400 ETF seller in Q3 2015 was Morgan Stanley, an estimated $906K sold.

Based on aggregated 13F filings for Q3 2015.