Barron's 400 ETF
BFOR
28 hedge funds and large institutions have $34.1M invested in Barron's 400 ETF in 2021 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 8 increasing their positions, 4 reducing their positions, and 2 closing their positions.
300% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 2
100% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 4
27% more funds holding
Funds holding: 22 → 28 (+6)
11% more capital invested
Capital invested by funds: $30.7M → $34.1M (+$3.36M)
1.18% less ownership
Funds ownership: 85.85% → 84.67% (-1.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
+$338K |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$229K |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$198K |
| 4 |
LPL Financial
San Diego,
California
|
+$90.5K |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$50.3K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FTUS
Flow Traders U.S.
New York
|
-$1.25M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$309K |
| 3 |
Morgan Stanley
New York
|
-$205K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$187K |
| 5 |
FHA
First Horizon Advisors
Memphis,
Tennessee
|
-$169K |
BFOR Hedge Fund Activity: Q4 2021 in Review
28 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Barron's 400 ETF (BFOR) for Q4 2021, worth a combined $34.1M — up 11% from $30.7M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new BFOR positions and 2 closed out — a net gain of 6 holders — while 8 added to existing stakes and 4 trimmed.
The largest buyer was Geneos Wealth Management, opening a new position worth an estimated $338K. The largest seller was Flow Traders U.S., cutting an estimated $1.25M.
- 28 institutional investors held Barron's 400 ETF (BFOR) as of Q4 2021, up from 22 in Q3 2021.
- Funds reported $34.1M of Barron's 400 ETF stock for Q4 2021, up 11% quarter-over-quarter.
- 8 funds opened new Barron's 400 ETF positions in Q4 2021 and 2 closed out, a net change of +6 holders.
- The largest Barron's 400 ETF buyer in Q4 2021 was Geneos Wealth Management, an estimated $338K added.
- The largest Barron's 400 ETF seller in Q4 2021 was Flow Traders U.S., an estimated $1.25M sold.
Based on aggregated 13F filings for Q4 2021.