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Barron's 400 ETF

28 hedge funds and large institutions have $28.3M invested in Barron's 400 ETF in 2023 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 8 increasing their positions, 5 reducing their positions, and 3 closing their positions.

Holders
28
Holders Change
+1
Holders Change %
+3.7%
% of All Funds
0.45%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
8
Reduced
5
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$16.5M 293,259 -64,674 -18%
Osaic Holdings
2
Osaic Holdings
Arizona
$1.7M 30,173 +13,061 +76%
Bank of America
3
Bank of America
North Carolina
$1.68M 29,815 -615 -2%
UBS Group
4
UBS Group
Switzerland
$1.22M 21,752 +625 +3%
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$1,000K 17,758 +3,925 +28%
AC
6
ASB Consultores
Florida
$901K 16,000 +2,748 +21%
GS
7
GTS Securities
New York
$822K 14,596 +10,995 +305%
9WM
8
9258 Wealth Management
Ohio
$747K 13,275
LPL Financial
9
LPL Financial
California
$566K 10,046 -394 -4%
BAM
10
Bosun Asset Management
Illinois
$563K 10,000
Wells Fargo
11
Wells Fargo
California
$522K 9,272 +400 +5%
TYCC
12
Texas Yale Capital Corp
Florida
$357K 6,335
RJFSA
13
Raymond James Financial Services Advisors
Florida
$317K 5,622
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$238K 4,227 +2,227 +111%
Stifel Financial
15
Stifel Financial
Missouri
$231K 4,106 -2 -0%
Fidelity Investments
16
Fidelity Investments
Massachusetts
$203K 3,604 -108 -3%
Bank of Montreal
17
Bank of Montreal
Ontario, Canada
$191K 3,200 +3,200 New
ADL
18
Asset Dedication LLC
California
$182K 3,236
RW
19
RVW Wealth
California
$173K 3,069 +3,069 New
NA
20
NewEdge Advisors
Louisiana
$64.9K 1,152 +402 +54%
SIC
21
Salem Investment Counselors
North Carolina
$27.9K 495
TSWM
22
Tyler-Stone Wealth Management
Ohio
$23K 400
CSWM
23
Cassady Schiller Wealth Management
Ohio
$16.9K 300
HIA
24
Harbor Investment Advisory
Maryland
$8.5K 151
S
25
SignatureFD
Georgia
$6.76K 120