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Barron's 400 ETF

26 hedge funds and large institutions have $34.5M invested in Barron's 400 ETF in 2019 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 5 increasing their positions, 11 reducing their positions, and 3 closing their positions.

Holders
26
Holders Change
+1
Holders Change %
+4%
% of All Funds
0.51%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
5
Reduced
11
Closed
3
Calls
$855K
Puts
Net Calls
+$855K
Net Calls Change
+$175K
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$12.4M 289,822 +14,426 +5%
RW
2
RVW Wealth
California
$4.97M 116,328 -3,894 -3%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$3.7M 86,631 +32,960 +61%
Rockefeller Capital Management
4
Rockefeller Capital Management
New York
$2.21M 51,696
Bank of America
5
Bank of America
North Carolina
$1.72M 40,235 -3,441 -8%
UBS Group
6
UBS Group
Switzerland
$1.65M 38,637 -2,357 -6%
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$1.53M 35,887 +20,977 +141%
TYCC
8
Texas Yale Capital Corp
Florida
$1.17M 27,335
LPL Financial
9
LPL Financial
California
$781K 18,277 -1,101 -6%
Jane Street
10
Jane Street
New York
$716K 16,757 -24,673 -60%
9WM
11
9258 Wealth Management
Ohio
$635K 14,850 +14,850 New
Citadel Advisors
12
Citadel Advisors
Florida
$476K 11,127 +5,149 +86%
HighTower Advisors
13
HighTower Advisors
Illinois
$460K 10,763 -305 -3%
SFS
14
Sowell Financial Services
Arkansas
$402K 9,400
RJFSA
15
Raymond James Financial Services Advisors
Florida
$399K 9,327 +15 +0.2%
CAN
16
Cetera Advisor Networks
California
$347K 8,098 -2,027 -20%
LTFS
17
Ladenburg Thalmann Financial Services
Florida
$277K 6,469 -487 -7%
LSPW
18
Lake Street Private Wealth
Illinois
$223K 5,225 -175 -3%
Fidelity Investments
19
Fidelity Investments
Massachusetts
$147K 3,432
Wells Fargo
20
Wells Fargo
California
$114K 2,668 -846 -24%
AG
21
Advisor Group
Arizona
$65K 1,509 -403 -21%
SMFS
22
Squar Milner Financial Services
California
$42K 1,000 +1,000 New
SIC
23
Salem Investment Counselors
North Carolina
$21K 495
Citigroup
24
Citigroup
New York
$17K 390
APWM
25
Atlas Private Wealth Management
New York
$12K 275 +275 New