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Barron's 400 ETF
BFOR

25 hedge funds and large institutions have $33.6M invested in Barron's 400 ETF in 2018 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 10 increasing their positions, 5 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 5

0% more funds holding

Funds holding: 25 → 25 (0)

0% more first-time investments, than exits

New positions opened: 1 | Existing positions closed: 1

43% less capital invested

Capital invested by funds: $59.5M → $33.6M (-$25.9M)

43.7% less ownership

Funds ownership: 115.46% → 71.77% (-44%)

Holders
25
Holders Change
–
Holders Change %
0%
% of All Funds
0.57%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
10
Reduced
5
Closed
1
Calls
$208K
Puts
–
Net Calls
+$208K
Net Calls Change
+$208K

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$1.69M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.16M
3
Wells Fargo
Wells Fargo
California
+$1.11M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$693K
5
TSS
Two Sigma Securities
New York
+$573K

Top Sellers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
-$30.8M
2
Morgan Stanley
Morgan Stanley
New York
-$1.24M
3
VF
Virtu Financial
New York
-$335K
4
AG
Advisor Group
Arizona
-$27.5K
5
HighTower Advisors
HighTower Advisors
Illinois
-$21K

BFOR Hedge Fund Activity: Q1 2018 in Review

25 of the 4,373 institutional investors tracked by Wall St. Rank reported a position in Barron's 400 ETF (BFOR) for Q1 2018, worth a combined $33.6M — down 43% from $59.5M a quarter earlier.

Fund positioning in BFOR was balanced in Q1 2018: 1 fund opened new positions, 1 closed out, 10 added to existing stakes and 5 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $1.69M. The largest seller was UBS Group, cutting an estimated $30.8M.

  • 25 institutional investors held Barron's 400 ETF (BFOR) as of Q1 2018, unchanged from Q4 2017.
  • Funds reported $33.6M of Barron's 400 ETF stock for Q1 2018, down 43% quarter-over-quarter.
  • 1 fund opened new Barron's 400 ETF positions in Q1 2018 and 1 closed out, a net change of 0 holders.
  • The largest Barron's 400 ETF buyer in Q1 2018 was JP Morgan Chase, an estimated $1.69M added.
  • The largest Barron's 400 ETF seller in Q1 2018 was UBS Group, an estimated $30.8M sold.

Based on aggregated 13F filings for Q1 2018.