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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$1.07M |
| 2 |
Jane Street
New York
|
+$504K |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$321K |
| 4 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$123K |
| 5 |
LPL Financial
San Diego,
California
|
+$89.3K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$906K |
| 2 |
AIG
American International Group
New York
|
-$306K |
| 3 |
WA
WFG Advisors
Dallas,
Texas
|
-$239K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$153K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$89.6K |
BFOR Hedge Fund Activity: Q3 2015 in Review
20 of the 3,582 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.