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Barron's 400 ETF
BFOR

21 hedge funds and large institutions have $30.9M invested in Barron's 400 ETF in 2020 Q4 according to their latest regulatory filings, with 0 funds opening new positions, 9 increasing their positions, 3 reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 3

33% more capital invested

Capital invested by funds: $23.2M → $30.9M (+$7.65M)

10% more ownership

Funds ownership: 86.74% → 96.74% (+10%)

0% more funds holding

Funds holding: 21 → 21 (0)

Holders
21
Holders Change
–
Holders Change %
0%
% of All Funds
0.37%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
–
Increased
9
Reduced
3
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
+$729K
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$685K
3
Morgan Stanley
Morgan Stanley
New York
+$585K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$295K
5
LPL Financial
LPL Financial
California
+$159K

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$65.5K
2
RW
RVW Wealth
California
-$36.3K
3
Osaic Holdings
Osaic Holdings
Arizona
-$16K
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$15.7M +$585K +50,416 +4%
Rockefeller Capital Management
2
Rockefeller Capital Management
New York
$2.48M +$93 +8 +0%
Citadel Advisors
3
Citadel Advisors
Florida
$2.46M +$729K +62,820 +46%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$1.55M +$685K +59,044 +91%
TYCC
5
Texas Yale Capital Corp
Florida
$1.36M – – –
Bank of America
6
Bank of America
North Carolina
$1.26M -$65.5K -5,648 -5%
UBS Group
7
UBS Group
Switzerland
$1.16M +$26.6K +2,292 +3%
RW
8
RVW Wealth
California
$1M -$36.3K -3,132 -15%
LPL Financial
9
LPL Financial
California
$938K +$159K +13,708 +22%
9WM
10
9258 Wealth Management
Ohio
$663K – – –
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$564K +$295K +25,400 +127%
Wells Fargo
12
Wells Fargo
California
$448K +$29.3K +2,528 +8%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$381K – – –
SFS
14
Sowell Financial Services
Arkansas
$333K – – –
ADL
15
Asset Dedication LLC
California
$161K – – –
FHC
16
First Horizon Corporation
Tennessee
$142K – – –
Osaic Holdings
17
Osaic Holdings
Arizona
$130K -$16K -1,380 -12%
Fidelity Investments
18
Fidelity Investments
Massachusetts
$111K +$6.31K +544 +6%
SIC
19
Salem Investment Counselors
North Carolina
$25K – – –
Citigroup
20
Citigroup
New York
$19K – – –
HIA
21
Harbor Investment Advisory
Maryland
$8K – – –

BFOR Hedge Fund Activity: Q4 2020 in Review

21 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Barron's 400 ETF (BFOR) for Q4 2020, worth a combined $30.9M — up 33% from $23.2M a quarter earlier.

Fund positioning in BFOR was balanced in Q4 2020: 0 funds opened new positions, 0 closed out, 9 added to existing stakes and 3 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $729K. The largest seller was Bank of America, cutting an estimated $65.5K.

  • 21 institutional investors held Barron's 400 ETF (BFOR) as of Q4 2020, unchanged from Q3 2020.
  • Funds reported $30.9M of Barron's 400 ETF stock for Q4 2020, up 33% quarter-over-quarter.
  • 0 funds opened new Barron's 400 ETF positions in Q4 2020 and 0 closed out.
  • The largest Barron's 400 ETF buyer in Q4 2020 was Citadel Advisors, an estimated $729K added.
  • The largest Barron's 400 ETF seller in Q4 2020 was Bank of America, an estimated $65.5K sold.

Based on aggregated 13F filings for Q4 2020.