Barron's 400 ETF
BFOR
27 hedge funds and large institutions have $30.4M invested in Barron's 400 ETF in 2023 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 4 increasing their positions, 5 reducing their positions, and 2 closing their positions.
150% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 2
13% more funds holding
Funds holding: 24 → 27 (+3)
12% more capital invested
Capital invested by funds: $27.1M → $30.4M (+$3.31M)
5.73% more ownership
Funds ownership: 84.72% → 90.45% (+5.7%)
20% less repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
+$753K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$747K |
| 3 |
CAMG
CWA Asset Management Group
Naples,
Florida
|
+$189K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$17.3K |
| 5 |
Wells Fargo
San Francisco,
California
|
+$11.1K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$59.8K |
| 2 |
AWM
Activest Wealth Management
Aventure,
Florida
|
-$47.4K |
| 3 |
LPL Financial
San Diego,
California
|
-$10.8K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$5.5K |
| 5 |
Stifel Financial
St. Louis,
Missouri
|
-$4.75K |
BFOR Hedge Fund Activity: Q2 2023 in Review
27 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Barron's 400 ETF (BFOR) for Q2 2023, worth a combined $30.4M — up 12% from $27.1M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new BFOR positions and 2 closed out — a net gain of 3 holders — while 4 added to existing stakes and 5 trimmed.
The largest buyer was Osaic Holdings, adding an estimated $753K. The largest seller was Bank of America, cutting an estimated $59.8K.
- 27 institutional investors held Barron's 400 ETF (BFOR) as of Q2 2023, up from 24 in Q1 2023.
- Funds reported $30.4M of Barron's 400 ETF stock for Q2 2023, up 12% quarter-over-quarter.
- 5 funds opened new Barron's 400 ETF positions in Q2 2023 and 2 closed out, a net change of +3 holders.
- The largest Barron's 400 ETF buyer in Q2 2023 was Osaic Holdings, an estimated $753K added.
- The largest Barron's 400 ETF seller in Q2 2023 was Bank of America, an estimated $59.8K sold.
Based on aggregated 13F filings for Q2 2023.