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.
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$1.69M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.16M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$1.11M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$693K |
| 5 |
TSS
Two Sigma Securities
New York
|
+$573K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$30.8M |
| 2 |
Morgan Stanley
New York
|
-$1.24M |
| 3 |
VF
Virtu Financial
New York
|
-$335K |
| 4 |
AG
Advisor Group
Phoenix,
Arizona
|
-$27.5K |
| 5 |
HighTower Advisors
Chicago,
Illinois
|
-$21K |
BFOR Hedge Fund Activity: Q1 2018 in Review
25 of the 4,363 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.