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Barron's 400 ETF
BFOR

Overview Fund Activity

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.

Holders
24
Holders Change
-7
Holders Change %
-22.58%
% of All Funds
0.38%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
5
Reduced
4
Closed
7
Calls
$223K
Puts
–
Net Calls
+$223K
Net Calls Change
+$612K

Top Buyers

1
Stifel Financial
1
Stifel Financial
Missouri
$229K
2
UBS Group
2
UBS Group
Switzerland
$1.13M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$114K
4
Bank of America
4
Bank of America
North Carolina
$1.72M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$202K

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$19.5M
3
RWA
3
Redmont Wealth Advisors
Illinois
$0
4
CAMG
4
CWA Asset Management Group
Florida
$0
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$19.5M 357,800 -9,974 -3%
Bank of America
2
Bank of America
North Carolina
$1.72M 31,538 +964 +3%
UBS Group
3
UBS Group
Switzerland
$1.13M 20,806 +3,680 +21%
9WM
4
9258 Wealth Management
Ohio
$723K 13,275 – –
AC
5
ASB Consultores
Florida
$722K 13,252 – –
LPL Financial
6
LPL Financial
California
$580K 10,640 -1,042 -9%
BAM
7
Bosun Asset Management
Illinois
$545K 10,000 – –
Wells Fargo
8
Wells Fargo
California
$472K 8,667 -1 -0%
TYCC
9
Texas Yale Capital Corp
Florida
$345K 6,335 – –
RJFSA
10
Raymond James Financial Services Advisors
Florida
$306K 5,622 – –
Stifel Financial
11
Stifel Financial
Missouri
$229K 4,196 +4,196 New
Fidelity Investments
12
Fidelity Investments
Massachusetts
$202K 3,713 +901 +32%
ADL
13
Asset Dedication LLC
California
$176K 3,236 – –
Osaic Holdings
14
Osaic Holdings
Arizona
$172K 3,152 +5 +0.2%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$114K 2,102 +2,000 +1,961%
AWM
16
Activest Wealth Management
Florida
$47.4K 870 – –
NA
17
NewEdge Advisors
Louisiana
$40.9K 750 – –
IGWM
18
ICA Group Wealth Management
Colorado
$32.9K 604 – –
SIC
19
Salem Investment Counselors
North Carolina
$27K 495 – –
CSWM
20
Cassady Schiller Wealth Management
Ohio
$16.3K 300 – –
HIA
21
Harbor Investment Advisory
Maryland
$8.23K 151 – –
Fifth Third Bancorp
22
Fifth Third Bancorp
Ohio
$7.08K 130 – –
RWPA
23
Richard W. Paul & Associates
Michigan
$2.67K 49 -1 -2%
BAM
24
Belpointe Asset Management
Nevada
$2.02K 37 – –
Citadel Advisors
25
Citadel Advisors
Florida
– – -21,607 Closed
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