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Barron's 400 ETF

20 hedge funds and large institutions have $28.4M invested in Barron's 400 ETF in 2021 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 9 reducing their positions, and 2 closing their positions.

Holders
20
Holders Change
-1
Holders Change %
-4.76%
% of All Funds
0.35%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
2
Reduced
9
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$18.5M 327,361 +12,328 +4%
Bank of America
2
Bank of America
North Carolina
$2.02M 35,833 +10,501 +41%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$1.53M 27,143 -3,910 -13%
UBS Group
4
UBS Group
Switzerland
$1.12M 19,823 -3,486 -15%
LPL Financial
5
LPL Financial
California
$1.04M 18,483 -365 -2%
RW
6
RVW Wealth
California
$1M 3,967 -353 -8%
9WM
7
9258 Wealth Management
Ohio
$751K 13,325
Wells Fargo
8
Wells Fargo
California
$507K 8,999 -11 -0.1%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$432K 7,655
TYCC
10
Texas Yale Capital Corp
Florida
$357K 6,335 -21,000 -77%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$252K 4,461 -6,872 -61%
SFS
12
Sowell Financial Services
Arkansas
$218K 3,700 -3,000 -45%
ADL
13
Asset Dedication LLC
California
$182K 3,236
FHC
14
First Horizon Corporation
Tennessee
$161K 2,862
Osaic Holdings
15
Osaic Holdings
Arizona
$148K 2,615
Fidelity Investments
16
Fidelity Investments
Massachusetts
$126K 2,228 -2 -0.1%
SIC
17
Salem Investment Counselors
North Carolina
$28K 495
Citigroup
18
Citigroup
New York
$22K 390
AIC
19
Ameritas Investment Company
Nebraska
$13.8K 245 +245 New
HIA
20
Harbor Investment Advisory
Maryland
$9K 151
Rockefeller Capital Management
21
Rockefeller Capital Management
New York
-49,888 Closed
Citadel Advisors
22
Citadel Advisors
Florida
-49,505 Closed
CFGS
23
Concourse Financial Group Securities
Alabama