Barron's 400 ETF
BFOR
23 hedge funds and large institutions have $32.3M invested in Barron's 400 ETF in 2018 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 8 increasing their positions, 5 reducing their positions, and 2 closing their positions.
60% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 5
9% more capital inflows, than outflows
Capital inflows: $1.35M | Capital outflows: $1.24M
0.05% more ownership
Funds ownership: 16.84% → 16.89% (+0.05%)
0% more funds holding
Funds holding: 23 → 23 (0)
0% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$510K |
| 2 |
Jane Street
New York
|
+$255K |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$205K |
| 4 |
LPL Financial
San Diego,
California
|
+$197K |
| 5 |
Wells Fargo
San Francisco,
California
|
+$50.5K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Sowell Financial Services
North Little Rock,
Arkansas
|
-$588K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$263K |
| 3 |
SG Americas Securities
New York
|
-$160K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$127K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$45.9K |
BFOR Hedge Fund Activity: Q3 2018 in Review
23 of the 4,392 institutional investors tracked by Wall St. Rank reported a position in Barron's 400 ETF (BFOR) for Q3 2018, worth a combined $32.3M — up 3.8% from $31.1M a quarter earlier.
Fund positioning in BFOR was balanced in Q3 2018: 2 funds opened new positions, 2 closed out, 8 added to existing stakes and 5 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $510K. The largest seller was Sowell Financial Services, exiting entirely with an estimated $588K sold.
- 23 institutional investors held Barron's 400 ETF (BFOR) as of Q3 2018, unchanged from Q2 2018.
- Funds reported $32.3M of Barron's 400 ETF stock for Q3 2018, up 3.8% quarter-over-quarter.
- 2 funds opened new Barron's 400 ETF positions in Q3 2018 and 2 closed out, a net change of 0 holders.
- The largest Barron's 400 ETF buyer in Q3 2018 was Morgan Stanley, an estimated $510K added.
- The largest Barron's 400 ETF seller in Q3 2018 was Sowell Financial Services, an estimated $588K sold.
Based on aggregated 13F filings for Q3 2018.