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Barron's 400 ETF

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.

Holders
20
Holders Change
Holders Change %
0%
% of All Funds
0.35%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
5
Reduced
3
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$19.9M 335,091 +7,730 +2%
Bank of America
2
Bank of America
North Carolina
$2.23M 37,489 +1,656 +5%
UBS Group
3
UBS Group
Switzerland
$1.41M 23,699 +3,876 +20%
Wells Fargo
4
Wells Fargo
California
$957K 16,107 +7,108 +79%
LPL Financial
5
LPL Financial
California
$867K 14,597 -3,886 -21%
9WM
6
9258 Wealth Management
Ohio
$792K 13,325
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$626K 10,545 +6,084 +136%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$455K 7,655
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$413K 6,952 -20,191 -74%
TYCC
10
Texas Yale Capital Corp
Florida
$376K 6,335
ADL
11
Asset Dedication LLC
California
$192K 3,236
FHC
12
First Horizon Corporation
Tennessee
$170K 2,862
Fidelity Investments
13
Fidelity Investments
Massachusetts
$132K 2,228
Osaic Holdings
14
Osaic Holdings
Arizona
$116K 1,945 -670 -26%
EVM
15
Eaton Vance Management
Massachusetts
$50K 845 +845 New
SIC
16
Salem Investment Counselors
North Carolina
$29K 495
Citigroup
17
Citigroup
New York
$23K 390
Rockefeller Capital Management
18
Rockefeller Capital Management
New York
$17K 300 +300 New
HIA
19
Harbor Investment Advisory
Maryland
$9K 151
SFS
20
Sowell Financial Services
Arkansas
-3,700 Closed
AIC
21
Ameritas Investment Company
Nebraska
-245 Closed
RW
22
RVW Wealth
California
$0 3,967
CFGS
23
Concourse Financial Group Securities
Alabama