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Barron's 400 ETF
BFOR

Overview Fund Activity

31 hedge funds and large institutions have $28.8M invested in Barron's 400 ETF in 2022 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 3 increasing their positions, 8 reducing their positions, and 2 closing their positions.

Holders
31
Holders Change
+5
Holders Change %
+19.23%
% of All Funds
0.5%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
3
Reduced
8
Closed
2
Calls
–
Puts
$389K
Net Calls
-$389K
Net Calls Change
-$84K

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$1.15M
2
Morgan Stanley
2
Morgan Stanley
New York
$19.6M
3
AC
3
ASB Consultores
Florida
$706K
4
IGWM
4
ICA Group Wealth Management
Colorado
$32.2K
5
Osaic Holdings
5
Osaic Holdings
Arizona
$167K

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$5K
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$210K
3
MML Investors Services
3
MML Investors Services
Massachusetts
$0
4
Bank of America
4
Bank of America
North Carolina
$1.63M
5
OSAM
5
O'Shaughnessy Asset Management
Connecticut
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$19.6M 367,774 +10,398 +3%
Bank of America
2
Bank of America
North Carolina
$1.63M 30,574 -2,187 -7%
Citadel Advisors
3
Citadel Advisors
Florida
$1.15M 21,607 +21,607 New
UBS Group
4
UBS Group
Switzerland
$913K 17,126 -865 -5%
9WM
5
9258 Wealth Management
Ohio
$708K 13,275 -50 -0.4%
AC
6
ASB Consultores
Florida
$706K 13,252 +7,652 +137%
LPL Financial
7
LPL Financial
California
$623K 11,682 -413 -3%
BAM
8
Bosun Asset Management
Illinois
$533K 10,000 – –
RWA
9
Redmont Wealth Advisors
Illinois
$533K 10,000 – –
Wells Fargo
10
Wells Fargo
California
$462K 8,668 – –
CAMG
11
CWA Asset Management Group
Florida
$346K 6,500 – –
TYCC
12
Texas Yale Capital Corp
Florida
$338K 6,335 – –
RJFSA
13
Raymond James Financial Services Advisors
Florida
$300K 5,622 – –
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$210K 3,949 -14,242 -78%
ADL
15
Asset Dedication LLC
California
$172K 3,236 – –
Osaic Holdings
16
Osaic Holdings
Arizona
$167K 3,147 +540 +21%
Fidelity Investments
17
Fidelity Investments
Massachusetts
$150K 2,812 -100 -3%
AWM
18
Activest Wealth Management
Florida
$46.4K 870 – –
IGWM
19
ICA Group Wealth Management
Colorado
$32.2K 604 +604 New
National Bank of Canada
20
National Bank of Canada
Quebec, Canada
$32K 600 – –
Rockefeller Capital Management
21
Rockefeller Capital Management
New York
$29K 555 -291 -34%
SIC
22
Salem Investment Counselors
North Carolina
$26.4K 495 – –
TSWM
23
Tyler-Stone Wealth Management
Ohio
$21K 400 – –
CSWM
24
Cassady Schiller Wealth Management
Ohio
$16K 300 +300 New
HIA
25
Harbor Investment Advisory
Maryland
$8.05K 151 – –
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