Barron's 400 ETF
BFOR
21 hedge funds and large institutions have $60.1M invested in Barron's 400 ETF in 2015 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 4 increasing their positions, 8 reducing their positions, and 2 closing their positions.
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
5% more funds holding
Funds holding: 20 → 21 (+1)
2.34% more ownership
Funds ownership: 121.14% → 123.47% (+2.3%)
4% more capital invested
Capital invested by funds: $57.9M → $60.1M (+$2.2M)
50% less repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WA
WFG Advisors
Dallas,
Texas
|
+$1.01M |
| 2 |
LPL Financial
San Diego,
California
|
+$858K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$384K |
| 4 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
+$269K |
| 5 |
AIG
American International Group
New York
|
+$240K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$696K |
| 2 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$350K |
| 3 |
Wells Fargo
San Francisco,
California
|
-$204K |
| 4 |
Morgan Stanley
New York
|
-$152K |
| 5 |
Jane Street
New York
|
-$126K |
BFOR Hedge Fund Activity: Q4 2015 in Review
21 of the 3,824 institutional investors tracked by Wall St. Rank reported a position in Barron's 400 ETF (BFOR) for Q4 2015, worth a combined $60.1M — up 3.8% from $57.9M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new BFOR positions and 2 closed out — a net gain of 1 holder — while 4 added to existing stakes and 8 trimmed.
The largest buyer was WFG Advisors, opening a new position worth an estimated $1.01M. The largest seller was UBS Group, cutting an estimated $696K.
- 21 institutional investors held Barron's 400 ETF (BFOR) as of Q4 2015, up from 20 in Q3 2015.
- Funds reported $60.1M of Barron's 400 ETF stock for Q4 2015, up 3.8% quarter-over-quarter.
- 3 funds opened new Barron's 400 ETF positions in Q4 2015 and 2 closed out, a net change of +1 holder.
- The largest Barron's 400 ETF buyer in Q4 2015 was WFG Advisors, an estimated $1.01M added.
- The largest Barron's 400 ETF seller in Q4 2015 was UBS Group, an estimated $696K sold.
Based on aggregated 13F filings for Q4 2015.