Barron's 400 ETF
BFOR
32 hedge funds and large institutions have $32.1M invested in Barron's 400 ETF in 2023 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 6 increasing their positions, 8 reducing their positions, and 2 closing their positions.
200% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 2
14% more funds holding
Funds holding: 28 → 32 (+4)
14% more capital invested
Capital invested by funds: $28.3M → $32.1M (+$3.86M)
5.66% more ownership
Funds ownership: 86.21% → 91.87% (+5.7%)
25% less repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GS
GTS Securities
Miami,
Florida
|
+$1.63M |
| 2 |
Jane Street
New York
|
+$708K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$208K |
| 4 |
CAMG
CWA Asset Management Group
Naples,
Florida
|
+$202K |
| 5 |
SM
Sensible Money
Scottsdale,
Arizona
|
+$186K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$1.36M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$840K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$662K |
| 4 |
RW
RVW Wealth
Los Angeles,
California
|
-$173K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$30.3K |
BFOR Hedge Fund Activity: Q4 2023 in Review
32 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in Barron's 400 ETF (BFOR) for Q4 2023, worth a combined $32.1M — up 14% from $28.3M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new BFOR positions and 2 closed out — a net gain of 4 holders — while 6 added to existing stakes and 8 trimmed.
The largest buyer was GTS Securities, adding an estimated $1.63M. The largest seller was Morgan Stanley, cutting an estimated $1.36M.
- 32 institutional investors held Barron's 400 ETF (BFOR) as of Q4 2023, up from 28 in Q3 2023.
- Funds reported $32.1M of Barron's 400 ETF stock for Q4 2023, up 14% quarter-over-quarter.
- 6 funds opened new Barron's 400 ETF positions in Q4 2023 and 2 closed out, a net change of +4 holders.
- The largest Barron's 400 ETF buyer in Q4 2023 was GTS Securities, an estimated $1.63M added.
- The largest Barron's 400 ETF seller in Q4 2023 was Morgan Stanley, an estimated $1.36M sold.
Based on aggregated 13F filings for Q4 2023.