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Barron's 400 ETF

27 hedge funds and large institutions have $62.9M invested in Barron's 400 ETF in 2017 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 5 increasing their positions, 8 reducing their positions, and 2 closing their positions.

Holders
27
Holders Change
+2
Holders Change %
+8%
% of All Funds
0.67%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
5
Reduced
8
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
UBS Group
1
UBS Group
Switzerland
$44.7M 1,220,333 +11,930 +1%
Morgan Stanley
2
Morgan Stanley
New York
$8.75M 238,821 -2,243 -0.9%
Bank of America
3
Bank of America
North Carolina
$2.23M 60,792 +3,957 +7%
Jane Street
4
Jane Street
New York
$1.07M 29,315 +5,383 +22%
TYCC
5
Texas Yale Capital Corp
Florida
$1M 27,335
WA
6
WFG Advisors
Texas
$970K 26,460 -21,017 -44%
HighTower Advisors
7
HighTower Advisors
Illinois
$793K 21,599
SG Americas Securities
8
SG Americas Securities
New York
$761K 20,770
LPL Financial
9
LPL Financial
California
$411K 11,320 -5 -0%
SFS
10
Sowell Financial Services
Arkansas
$382K 10,325 +3,725 +56%
Citadel Advisors
11
Citadel Advisors
Florida
$324K 8,847 +8,847 New
BHB
12
Bank Hapoalim BM
Israel
$271K 7,394 +7,394 New
Wells Fargo
13
Wells Fargo
California
$263K 7,176 -1,915 -21%
CWM
14
Concert Wealth Management
California
$229K 6,525
SI
15
SII Investments
Wisconsin
$228K 6,233
JPMPWA
16
J.P. Morgan Private Wealth Advisors
California
$204K 5,557 -2,290 -29%
Citigroup
17
Citigroup
New York
$80K 2,173
LTFS
18
Ladenburg Thalmann Financial Services
Florida
$36K 981 -600 -38%
CAG
19
Crestwood Advisors Group
Massachusetts
$24K 650 +650 New
AG
20
Advisor Group
Arizona
$22K 600 -2,446 -80%
Creative Planning
21
Creative Planning
Kansas
$22K 610 +210 +53%
FDCDDQ
22
Federation des caisses Desjardins du Quebec
Quebec, Canada
$22K 600 +600 New
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$20K 520 -1,073 -67%
SIC
24
Salem Investment Counselors
North Carolina
$18K 495
UBS AM
25
UBS AM
Illinois
$16.7K 455 +455 New