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Barron's 400 ETF
BFOR

Overview Fund Activity

32 hedge funds and large institutions have $48.9M invested in Barron's 400 ETF in 2023 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 7 increasing their positions, 7 reducing their positions, and 2 closing their positions.

Holders
32
Holders Change
+4
Holders Change %
+14.29%
% of All Funds
0.47%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
7
Reduced
7
Closed
2
Calls
$1.31M
Puts
–
Net Calls
+$1.31M
Net Calls Change
+$1.31M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$33.5M
2
GS
2
GTS Securities
New York
$2.67M
3
RCM
3
RMR Capital Management
California
$837K
4
Jane Street
4
Jane Street
New York
$765K
5
UBS Group
5
UBS Group
Switzerland
$1.58M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$969K
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$390K
3
RW
3
RVW Wealth
California
$0
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$230K
5
Wells Fargo
5
Wells Fargo
California
$548K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$33.5M 539,320 +246,061 +84%
GS
2
GTS Securities
New York
$2.67M 42,880 +28,284 +194%
Bank of America
3
Bank of America
North Carolina
$1.95M 31,406 +1,591 +5%
UBS Group
4
UBS Group
Switzerland
$1.58M 25,369 +3,617 +17%
AC
5
ASB Consultores
Florida
$1.12M 18,000 +2,000 +13%
Osaic Holdings
6
Osaic Holdings
Arizona
$969K 15,586 -14,587 -48%
RCM
7
RMR Capital Management
California
$837K 13,462 +13,462 New
9WM
8
9258 Wealth Management
Ohio
$826K 13,275 – –
Jane Street
9
Jane Street
New York
$765K 12,295 +12,295 New
LPL Financial
10
LPL Financial
California
$623K 10,017 -29 -0.3%
BAM
11
Bosun Asset Management
Illinois
$622K 10,000 – –
Wells Fargo
12
Wells Fargo
California
$548K 8,814 -458 -5%
TYCC
13
Texas Yale Capital Corp
Florida
$394K 6,335 – –
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$390K 6,269 -11,489 -65%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$350K 5,622 – –
Stifel Financial
16
Stifel Financial
Missouri
$256K 4,112 +6 +0.1%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$230K 3,700 -527 -12%
Fidelity Investments
18
Fidelity Investments
Massachusetts
$224K 3,604 – –
CAMG
19
CWA Asset Management Group
Florida
$218K 3,500 +3,500 New
Bank of Montreal
20
Bank of Montreal
Ontario, Canada
$202K 3,200 – –
SM
21
Sensible Money
Arizona
$201K 3,236 +3,236 New
ADL
22
Asset Dedication LLC
California
$201K 3,236 – –
NA
23
NewEdge Advisors
Louisiana
$46.6K 750 -402 -35%
IGWM
24
ICA Group Wealth Management
Colorado
$37.6K 604 +604 New
SIC
25
Salem Investment Counselors
North Carolina
$30.8K 495 – –
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