We are live on ! Find out more
BFOR icon

Barron's 400 ETF

22 hedge funds and large institutions have $22.7M invested in Barron's 400 ETF in 2020 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 5 increasing their positions, 8 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more ownership

Funds ownership: 93.55%96.55% (+3%)

15% less funds holding

Funds holding: 2622 (-4)

33% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 6

34% less capital invested

Capital invested by funds: $34.5M → $22.7M (-$11.8M)

38% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 8

Holders
22
Holders Change
-4
Holders Change %
-15.38%
% of All Funds
0.48%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
5
Reduced
8
Closed
6
Calls
$559K
Puts
Net Calls
+$559K
Net Calls Change
-$296K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$10.2M +$1.42M +146,268 +13%
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$2.46M +$1.66M +171,424 +119%
Rockefeller Capital Management
3
Rockefeller Capital Management
New York
$1.61M
Bank of America
4
Bank of America
North Carolina
$1.21M -$57.5K -5,924 -4%
UBS Group
5
UBS Group
Switzerland
$1.17M -$51.2K -5,272 -3%
Jane Street
6
Jane Street
New York
$927K +$502K +51,732 +77%
TYCC
7
Texas Yale Capital Corp
Florida
$853K
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$809K -$2.36M -242,912 -70%
Citadel Advisors
9
Citadel Advisors
Florida
$736K +$484K +49,824 +112%
RW
10
RVW Wealth
California
$733K -$3.6M -371,352 -80%
9WM
11
9258 Wealth Management
Ohio
$478K -$48.5K -5,000 -8%
LPL Financial
12
LPL Financial
California
$427K -$179K -18,456 -25%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$377K +$106K +10,944 +29%
SFS
14
Sowell Financial Services
Arkansas
$240K -$66K -6,800 -18%
Osaic Holdings
15
Osaic Holdings
Arizona
$158K +$195K +20,040 New
ADL
16
Asset Dedication LLC
California
$101K +$126K +12,944 New
Wells Fargo
17
Wells Fargo
California
$83K
Fidelity Investments
18
Fidelity Investments
Massachusetts
$65K -$52K -5,352 -39%
SIC
19
Salem Investment Counselors
North Carolina
$15K
Citigroup
20
Citigroup
New York
$12K
BC
21
Bartlett & Co
Ohio
$5K +$5.75K +592 New
BCWM
22
Bartlett & Co Wealth Management
Ohio
$4.62K +$5.75K +592 New
HighTower Advisors
23
HighTower Advisors
Illinois
-$460K -43,052 Closed
CAN
24
Cetera Advisor Networks
California
-$347K -32,392 Closed
LSPW
25
Lake Street Private Wealth
Illinois
-$223K -20,900 Closed

BFOR Hedge Fund Activity: Q1 2020 in Review

22 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Barron's 400 ETF (BFOR) for Q1 2020, worth a combined $22.7M — down 34% from $34.5M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of BFOR and 4 opened new positions — a net loss of 2 holders — while 8 trimmed existing stakes and 5 added.

The largest buyer was Susquehanna International Group, adding an estimated $1.66M. The largest seller was RVW Wealth, cutting an estimated $3.6M.

  • 22 institutional investors held Barron's 400 ETF (BFOR) as of Q1 2020, down from 26 in Q4 2019.
  • Funds reported $22.7M of Barron's 400 ETF stock for Q1 2020, down 34% quarter-over-quarter.
  • 4 funds opened new Barron's 400 ETF positions in Q1 2020 and 6 closed out, a net change of -2 holders.
  • The largest Barron's 400 ETF buyer in Q1 2020 was Susquehanna International Group, an estimated $1.66M added.
  • The largest Barron's 400 ETF seller in Q1 2020 was RVW Wealth, an estimated $3.6M sold.

Based on aggregated 13F filings for Q1 2020.