BFOR icon

Barron's 400 ETF
BFOR

Overview Fund Activity

26 hedge funds and large institutions have $27.6M invested in Barron's 400 ETF in 2022 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 7 increasing their positions, 7 reducing their positions, and 2 closing their positions.

Holders
26
Holders Change
–
Holders Change %
0%
% of All Funds
0.45%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
7
Reduced
7
Closed
2
Calls
–
Puts
$305K
Net Calls
-$305K
Net Calls Change
-$305K

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$1.89M
2
Morgan Stanley
2
Morgan Stanley
New York
$17.6M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$894K
4
OSAM
4
O'Shaughnessy Asset Management
Connecticut
$52K
5
Wells Fargo
5
Wells Fargo
California
$426K

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$0
2
CAMG
2
CWA Asset Management Group
Florida
$319K
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$0
4
MML Investors Services
4
MML Investors Services
Massachusetts
$292K
5
AC
5
ASB Consultores
Florida
$275K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$17.6M 357,376 +8,480 +2%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$1.89M 38,403 +31,763 +478%
Bank of America
3
Bank of America
North Carolina
$1.61M 32,761 +407 +1%
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$894K 18,191 +3,735 +26%
UBS Group
5
UBS Group
Switzerland
$884K 17,991 -1,029 -5%
9WM
6
9258 Wealth Management
Ohio
$655K 13,325 – –
LPL Financial
7
LPL Financial
California
$594K 12,095 -1,014 -8%
BAM
8
Bosun Asset Management
Illinois
$491K 10,000 – –
RWA
9
Redmont Wealth Advisors
Illinois
$491K 10,000 – –
Wells Fargo
10
Wells Fargo
California
$426K 8,668 +535 +7%
CAMG
11
CWA Asset Management Group
Florida
$319K 6,500 -6,000 -48%
TYCC
12
Texas Yale Capital Corp
Florida
$311K 6,335 – –
MML Investors Services
13
MML Investors Services
Massachusetts
$292K 5,944 -2,214 -27%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$276K 5,622 – –
AC
15
ASB Consultores
Florida
$275K 5,600 -2,065 -27%
ADL
16
Asset Dedication LLC
California
$159K 3,236 – –
Fidelity Investments
17
Fidelity Investments
Massachusetts
$143K 2,912 +100 +4%
Osaic Holdings
18
Osaic Holdings
Arizona
$128K 2,607 -55 -2%
OSAM
19
O'Shaughnessy Asset Management
Connecticut
$52K 1,050 +1,050 New
AWM
20
Activest Wealth Management
Florida
$43K 870 – –
Rockefeller Capital Management
21
Rockefeller Capital Management
New York
$41K 846 +161 +24%
National Bank of Canada
22
National Bank of Canada
Quebec, Canada
$29K 600 -100 -14%
SIC
23
Salem Investment Counselors
North Carolina
$24K 495 – –
TSWM
24
Tyler-Stone Wealth Management
Ohio
$20K 400 – –
HIA
25
Harbor Investment Advisory
Maryland
$7K 151 – –
1
2