Barron's 400 ETF
BFOR
24 hedge funds and large institutions have $27.1M invested in Barron's 400 ETF in 2023 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 5 increasing their positions, 4 reducing their positions, and 7 closing their positions.
25% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 4
6% less capital invested
Capital invested by funds: $28.8M → $27.1M (-$1.67M)
6.16% less ownership
Funds ownership: 90.88% → 84.72% (-6.2%)
23% less funds holding
Funds holding: 31 → 24 (-7)
86% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Stifel Financial
St. Louis,
Missouri
|
+$235K |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$206K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$112K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$53.9K |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$50.4K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$1.15M |
| 2 |
Morgan Stanley
New York
|
-$558K |
| 3 |
RWA
Redmont Wealth Advisors
Chicago,
Illinois
|
-$533K |
| 4 |
CAMG
CWA Asset Management Group
Naples,
Florida
|
-$346K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$221K |
BFOR Hedge Fund Activity: Q1 2023 in Review
24 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Barron's 400 ETF (BFOR) for Q1 2023, worth a combined $27.1M — down 5.8% from $28.8M a quarter earlier.
Sellers outnumbered buyers: 7 funds closed out of BFOR and 1 opened new positions — a net loss of 6 holders — while 4 trimmed existing stakes and 5 added.
The largest buyer was Stifel Financial, opening a new position worth an estimated $235K. The largest seller was Citadel Advisors, exiting entirely with an estimated $1.15M sold.
- 24 institutional investors held Barron's 400 ETF (BFOR) as of Q1 2023, down from 31 in Q4 2022.
- Funds reported $27.1M of Barron's 400 ETF stock for Q1 2023, down 5.8% quarter-over-quarter.
- 1 fund opened new Barron's 400 ETF positions in Q1 2023 and 7 closed out, a net change of -6 holders.
- The largest Barron's 400 ETF buyer in Q1 2023 was Stifel Financial, an estimated $235K added.
- The largest Barron's 400 ETF seller in Q1 2023 was Citadel Advisors, an estimated $1.15M sold.
Based on aggregated 13F filings for Q1 2023.