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Barron's 400 ETF

35 hedge funds and large institutions have $33.4M invested in Barron's 400 ETF in 2024 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 5 increasing their positions, 7 reducing their positions, and 2 closing their positions.

Holders
35
Holders Change
+3
Holders Change %
+9.38%
% of All Funds
0.51%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
5
Reduced
7
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$18.5M 272,643 -266,677 -49%
Bank of America
2
Bank of America
North Carolina
$2.16M 31,865 +459 +1%
UBS Group
3
UBS Group
Switzerland
$1.67M 24,570 -799 -3%
AC
4
ASB Consultores
Florida
$1.3M 19,200 +1,200 +7%
GS
5
GTS Securities
New York
$1.2M 17,697 -25,183 -59%
Osaic Holdings
6
Osaic Holdings
Arizona
$932K 13,725 -1,861 -12%
9WM
7
9258 Wealth Management
Ohio
$901K 13,275
RCM
8
RMR Capital Management
California
$842K 12,393 -1,069 -8%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$795K 11,701 +5,432 +87%
LPL Financial
10
LPL Financial
California
$680K 10,017
BAM
11
Bosun Asset Management
Illinois
$679K 10,000
Wells Fargo
12
Wells Fargo
California
$590K 8,687 -127 -1%
TYCC
13
Texas Yale Capital Corp
Florida
$430K 6,335
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$294K 4,335 +635 +17%
Stifel Financial
15
Stifel Financial
Missouri
$272K 4,012 -100 -2%
Fidelity Investments
16
Fidelity Investments
Massachusetts
$265K 3,905 +301 +8%
CAMG
17
CWA Asset Management Group
Florida
$238K 3,500
ADL
18
Asset Dedication LLC
California
$220K 3,236
SM
19
Sensible Money
Arizona
$220K 3,236
Bank of Montreal
20
Bank of Montreal
Ontario, Canada
$218K 3,200
RW
21
RVW Wealth
California
$208K 3,068 +3,068 New
Mariner
22
Mariner
Kansas
$204K 3,000 +3,000 New
HVIA
23
Hudson Valley Investment Advisors
New York
$204K 3,000 +3,000 New
CIBC Private Wealth Group
24
CIBC Private Wealth Group
Georgia
$112K 1,660 +1,660 New
NA
25
NewEdge Advisors
Louisiana
$50.9K 750