Barron's 400 ETF
BFOR
25 hedge funds and large institutions have $61.2M invested in Barron's 400 ETF in 2016 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 11 increasing their positions, 6 reducing their positions, and 2 closing their positions.
83% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 6
8% more capital invested
Capital invested by funds: $56.8M → $61.2M (+$4.38M)
0% more funds holding
Funds holding: 25 → 25 (0)
0% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 2
1.99% less ownership
Funds ownership: 133.78% → 131.79% (-2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$1.1M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$569K |
| 3 |
SG Americas Securities
New York
|
+$96.9K |
| 4 |
WA
WFG Advisors
Dallas,
Texas
|
+$36.7K |
| 5 |
AG
Advisor Group
Phoenix,
Arizona
|
+$25.5K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$706K |
| 2 |
Jane Street
New York
|
-$573K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$357K |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$346K |
| 5 |
CWM
Concert Wealth Management
San Jose,
California
|
-$220K |
BFOR Hedge Fund Activity: Q4 2016 in Review
25 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Barron's 400 ETF (BFOR) for Q4 2016, worth a combined $61.2M — up 7.7% from $56.8M a quarter earlier.
Fund positioning in BFOR was balanced in Q4 2016: 2 funds opened new positions, 2 closed out, 11 added to existing stakes and 6 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $1.1M. The largest seller was Royal Bank of Canada, cutting an estimated $706K.
- 25 institutional investors held Barron's 400 ETF (BFOR) as of Q4 2016, unchanged from Q3 2016.
- Funds reported $61.2M of Barron's 400 ETF stock for Q4 2016, up 7.7% quarter-over-quarter.
- 2 funds opened new Barron's 400 ETF positions in Q4 2016 and 2 closed out, a net change of 0 holders.
- The largest Barron's 400 ETF buyer in Q4 2016 was Morgan Stanley, an estimated $1.1M added.
- The largest Barron's 400 ETF seller in Q4 2016 was Royal Bank of Canada, an estimated $706K sold.
Based on aggregated 13F filings for Q4 2016.