Barron's 400 ETF
BFOR
19 hedge funds and large institutions have $56.2M invested in Barron's 400 ETF in 2017 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 6 increasing their positions, 5 reducing their positions, and 5 closing their positions.
20% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 5
14% less capital invested
Capital invested by funds: $65.5M → $56.2M (-$9.34M)
17.65% less ownership
Funds ownership: 130.87% → 113.22% (-18%)
21% less funds holding
Funds holding: 24 → 19 (-5)
60% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$890K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$802K |
| 3 |
VF
Virtu Financial
New York
|
+$209K |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$196K |
| 5 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$176K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$10.5M |
| 2 |
Jane Street
New York
|
-$1.42M |
| 3 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
-$83.6K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$61.4K |
| 5 |
Creative Planning
Overland Park,
Kansas
|
-$52K |
BFOR Hedge Fund Activity: Q3 2017 in Review
19 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Barron's 400 ETF (BFOR) for Q3 2017, worth a combined $56.2M — down 14% from $65.5M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of BFOR and 2 opened new positions — a net loss of 3 holders — while 5 trimmed existing stakes and 6 added.
The largest buyer was Royal Bank of Canada, adding an estimated $890K. The largest seller was UBS Group, cutting an estimated $10.5M.
- 19 institutional investors held Barron's 400 ETF (BFOR) as of Q3 2017, down from 24 in Q2 2017.
- Funds reported $56.2M of Barron's 400 ETF stock for Q3 2017, down 14% quarter-over-quarter.
- 2 funds opened new Barron's 400 ETF positions in Q3 2017 and 5 closed out, a net change of -3 holders.
- The largest Barron's 400 ETF buyer in Q3 2017 was Royal Bank of Canada, an estimated $890K added.
- The largest Barron's 400 ETF seller in Q3 2017 was UBS Group, an estimated $10.5M sold.
Based on aggregated 13F filings for Q3 2017.