Barron's 400 ETF
BFOR
23 hedge funds and large institutions have $31.1M invested in Barron's 400 ETF in 2018 Q2 according to their latest regulatory filings, with 0 funds opening new positions, 4 increasing their positions, 9 reducing their positions, and 1 closing their positions.
4.42% less ownership
Funds ownership: 71.77% → 67.35% (-4.4%)
8% less capital invested
Capital invested by funds: $33.6M → $31.1M (-$2.54M)
8% less funds holding
Funds holding: 25 → 23 (-2)
56% less repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 9
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$1.17M |
| 2 |
JP Morgan Chase
New York
|
+$252K |
| 3 |
LPL Financial
San Diego,
California
|
+$37.8K |
| 4 |
Wells Fargo
San Francisco,
California
|
+$36K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$2.11M |
| 2 |
Jane Street
New York
|
-$1.31M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.15M |
| 4 |
TSS
Two Sigma Securities
New York
|
-$563K |
| 5 |
SG Americas Securities
New York
|
-$143K |
BFOR Hedge Fund Activity: Q2 2018 in Review
23 of the 4,385 institutional investors tracked by Wall St. Rank reported a position in Barron's 400 ETF (BFOR) for Q2 2018, worth a combined $31.1M — down 7.6% from $33.6M a quarter earlier.
Sellers outnumbered buyers: 1 fund closed out of BFOR and 0 opened new positions — a net loss of 1 holder — while 9 trimmed existing stakes and 4 added.
The largest buyer was Morgan Stanley, adding an estimated $1.17M. The largest seller was UBS Group, cutting an estimated $2.11M.
- 23 institutional investors held Barron's 400 ETF (BFOR) as of Q2 2018, down from 25 in Q1 2018.
- Funds reported $31.1M of Barron's 400 ETF stock for Q2 2018, down 7.6% quarter-over-quarter.
- 0 funds opened new Barron's 400 ETF positions in Q2 2018 and 1 closed out, a net change of -1 holder.
- The largest Barron's 400 ETF buyer in Q2 2018 was Morgan Stanley, an estimated $1.17M added.
- The largest Barron's 400 ETF seller in Q2 2018 was UBS Group, an estimated $2.11M sold.
Based on aggregated 13F filings for Q2 2018.