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Barron's 400 ETF

25 hedge funds and large institutions have $31.2M invested in Barron's 400 ETF in 2019 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 4 increasing their positions, 13 reducing their positions, and 5 closing their positions.

Holders
25
Holders Change
-3
Holders Change %
-10.71%
% of All Funds
0.54%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
4
Reduced
13
Closed
5
Calls
$671K
Puts
Net Calls
+$671K
Net Calls Change
+$671K
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$10.1M 250,650 -7,230 -3%
RW
2
RVW Wealth
California
$5.27M 130,265 -5,790 -4%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$4.03M 99,635 +70,726 +245%
Rockefeller Capital Management
4
Rockefeller Capital Management
New York
$2.09M 51,696
Bank of America
5
Bank of America
North Carolina
$1.8M 44,436 -4,644 -9%
UBS Group
6
UBS Group
Switzerland
$1.65M 40,834 -2,800 -6%
LPL Financial
7
LPL Financial
California
$1.18M 29,265 -285 -1%
TYCC
8
Texas Yale Capital Corp
Florida
$1.11M 27,335 -27,335 -50%
HighTower Advisors
9
HighTower Advisors
Illinois
$995K 24,622 +2,300 +10%
CAN
10
Cetera Advisor Networks
California
$515K 12,730 +12,730 New
LTFS
11
Ladenburg Thalmann Financial Services
Florida
$395K 9,742 +124 +1%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$381K 9,421 -300 -3%
Ameriprise
13
Ameriprise
Minnesota
$351K 8,687 +8,687 New
Citadel Advisors
14
Citadel Advisors
Florida
$294K 7,262 -9,868 -58%
SMFS
15
Squar Milner Financial Services
California
$287K 7,097 -501 -7%
LSPW
16
Lake Street Private Wealth
Illinois
$252K 6,225 -875 -12%
Wells Fargo
17
Wells Fargo
California
$143K 3,516 -458 -12%
Fidelity Investments
18
Fidelity Investments
Massachusetts
$139K 3,432 +3,332 +3,332%
AG
19
Advisor Group
Arizona
$115K 2,844 -826 -23%
Citigroup
20
Citigroup
New York
$24K 590
SIC
21
Salem Investment Counselors
North Carolina
$20K 495 +495 New
UBS AM
22
UBS AM
Illinois
$13.1K 324
JPMorgan Chase & Co
23
JPMorgan Chase & Co
New York
$9K 225 -82,662 -100%
Fifth Third Bancorp
24
Fifth Third Bancorp
Ohio
$8K 200
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
-44,406 Closed