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Barron's 400 ETF

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.

Holders
27
Holders Change
+3
Holders Change %
+12.5%
% of All Funds
0.43%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
4
Reduced
5
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$20.5M 357,933 +133 +0%
Bank of America
2
Bank of America
North Carolina
$1.74M 30,430 -1,108 -4%
UBS Group
3
UBS Group
Switzerland
$1.21M 21,127 +321 +2%
Osaic Holdings
4
Osaic Holdings
Arizona
$980K 17,112 +13,960 +443%
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$792K 13,833 +13,833 New
9WM
6
9258 Wealth Management
Ohio
$760K 13,275
AC
7
ASB Consultores
Florida
$759K 13,252
LPL Financial
8
LPL Financial
California
$598K 10,440 -200 -2%
BAM
9
Bosun Asset Management
Illinois
$573K 10,000
Wells Fargo
10
Wells Fargo
California
$508K 8,872 +205 +2%
TYCC
11
Texas Yale Capital Corp
Florida
$363K 6,335
RJFSA
12
Raymond James Financial Services Advisors
Florida
$322K 5,622
Stifel Financial
13
Stifel Financial
Missouri
$235K 4,108 -88 -2%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$213K 3,712 -1 -0%
GS
15
GTS Securities
New York
$206K 3,601 +3,601 New
CAMG
16
CWA Asset Management Group
Florida
$200K 3,500 +3,500 New
ADL
17
Asset Dedication LLC
California
$185K 3,236
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$115K 2,000 -102 -5%
NA
19
NewEdge Advisors
Louisiana
$42.9K 750
IGWM
20
ICA Group Wealth Management
Colorado
$34.6K 604
SIC
21
Salem Investment Counselors
North Carolina
$28.3K 495
TSWM
22
Tyler-Stone Wealth Management
Ohio
$23K 400 +400 New
CSWM
23
Cassady Schiller Wealth Management
Ohio
$17.2K 300
HIA
24
Harbor Investment Advisory
Maryland
$8.65K 151
Fifth Third Bancorp
25
Fifth Third Bancorp
Ohio
$7.44K 130