Barron's 400 ETF
BFOR
20 hedge funds and large institutions have $28.8M invested in Barron's 400 ETF in 2021 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 5 increasing their positions, 3 reducing their positions, and 2 closing their positions.
67% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 3
1% more capital invested
Capital invested by funds: $28.4M → $28.8M (+$390K)
0% more funds holding
Funds holding: 20 → 20 (0)
0% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 2
0.18% less ownership
Funds ownership: 81.55% → 81.37% (-0.18%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$453K |
| 2 |
Wells Fargo
San Francisco,
California
|
+$416K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$356K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$227K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$97K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.18M |
| 2 |
LPL Financial
San Diego,
California
|
-$228K |
| 3 |
SFS
Sowell Financial Services
North Little Rock,
Arkansas
|
-$218K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$39.2K |
| 5 |
AIC
Ameritas Investment Company
Lincoln,
Nebraska
|
-$13.8K |
BFOR Hedge Fund Activity: Q2 2021 in Review
20 of the 5,767 institutional investors tracked by Wall St. Rank reported a position in Barron's 400 ETF (BFOR) for Q2 2021, worth a combined $28.8M — up 1.4% from $28.4M a quarter earlier.
Fund positioning in BFOR was balanced in Q2 2021: 2 funds opened new positions, 2 closed out, 5 added to existing stakes and 3 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $453K. The largest seller was Royal Bank of Canada, cutting an estimated $1.18M.
- 20 institutional investors held Barron's 400 ETF (BFOR) as of Q2 2021, unchanged from Q1 2021.
- Funds reported $28.8M of Barron's 400 ETF stock for Q2 2021, up 1.4% quarter-over-quarter.
- 2 funds opened new Barron's 400 ETF positions in Q2 2021 and 2 closed out, a net change of 0 holders.
- The largest Barron's 400 ETF buyer in Q2 2021 was Morgan Stanley, an estimated $453K added.
- The largest Barron's 400 ETF seller in Q2 2021 was Royal Bank of Canada, an estimated $1.18M sold.
Based on aggregated 13F filings for Q2 2021.