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Barron's 400 ETF
BFOR

29 hedge funds and large institutions have $33.1M invested in Barron's 400 ETF in 2022 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 7 increasing their positions, 7 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 1

6.45% more ownership

Funds ownership: 84.67% → 91.12% (+6.4%)

4% more funds holding

Funds holding: 28 → 29 (+1)

0% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 7

3% less capital invested

Capital invested by funds: $34.1M → $33.1M (-$980K)

Holders
29
Holders Change
+1
Holders Change %
+3.57%
% of All Funds
0.46%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
7
Reduced
7
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$757K
2
CAMG
CWA Asset Management Group
Florida
+$745K
3
Citadel Advisors
Citadel Advisors
Florida
+$437K
4
AC
ASB Consultores
Florida
+$349K
5
Morgan Stanley
Morgan Stanley
New York
+$210K

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$495K
2
GWM
Geneos Wealth Management
Colorado
-$311K
3
LPL Financial
LPL Financial
California
-$145K
4
Bank of America
Bank of America
North Carolina
-$139K
5
FTUS
Flow Traders U.S.
New York
-$113K
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$20.3M +$210K +14,108 +1%
Bank of America
2
Bank of America
North Carolina
$2.01M -$139K -9,300 -6%
UBS Group
3
UBS Group
Switzerland
$1.47M +$189K +12,688 +15%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$930K +$757K +50,816 +430%
LPL Financial
5
LPL Financial
California
$825K -$145K -9,724 -15%
9WM
6
9258 Wealth Management
Ohio
$791K – – –
CAMG
7
CWA Asset Management Group
Florida
$742K +$745K +50,000 New
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$678K +$114K +7,620 +20%
Citadel Advisors
9
Citadel Advisors
Florida
$650K +$437K +29,340 +202%
BAM
10
Bosun Asset Management
Illinois
$593K – – –
RWA
11
Redmont Wealth Advisors
Illinois
$593K – – –
Wells Fargo
12
Wells Fargo
California
$493K -$495K -33,216 -50%
MML Investors Services
13
MML Investors Services
Massachusetts
$487K +$95.9K +6,436 +24%
TYCC
14
Texas Yale Capital Corp
Florida
$376K – – –
AC
15
ASB Consultores
Florida
$347K +$349K +23,388 New
FTUS
16
Flow Traders U.S.
New York
$338K -$113K -7,564 -25%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$334K -$5.9K -396 -2%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$251K +$65.9K +4,420 +35%
RW
19
RVW Wealth
California
$211K – – –
ADL
20
Asset Dedication LLC
California
$192K – – –
Osaic Holdings
21
Osaic Holdings
Arizona
$176K – – –
Fidelity Investments
22
Fidelity Investments
Massachusetts
$167K -$12.7K -852 -7%
AWM
23
Activest Wealth Management
Florida
$52K – – –
National Bank of Canada
24
National Bank of Canada
Quebec, Canada
$41K – – –
Rockefeller Capital Management
25
Rockefeller Capital Management
New York
$40K – – –
1
2

BFOR Hedge Fund Activity: Q1 2022 in Review

29 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Barron's 400 ETF (BFOR) for Q1 2022, worth a combined $33.1M — down 2.9% from $34.1M a quarter earlier.

Buyers outnumbered sellers: 2 funds opened new BFOR positions and 1 closed out — a net gain of 1 holder — while 7 added to existing stakes and 7 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $757K. The largest seller was Wells Fargo, cutting an estimated $495K.

  • 29 institutional investors held Barron's 400 ETF (BFOR) as of Q1 2022, up from 28 in Q4 2021.
  • Funds reported $33.1M of Barron's 400 ETF stock for Q1 2022, down 2.9% quarter-over-quarter.
  • 2 funds opened new Barron's 400 ETF positions in Q1 2022 and 1 closed out, a net change of +1 holder.
  • The largest Barron's 400 ETF buyer in Q1 2022 was Royal Bank of Canada, an estimated $757K added.
  • The largest Barron's 400 ETF seller in Q1 2022 was Wells Fargo, an estimated $495K sold.

Based on aggregated 13F filings for Q1 2022.