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Barron's 400 ETF
BFOR

32 hedge funds and large institutions have $30.6M invested in Barron's 400 ETF in 2024 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 7 increasing their positions, 4 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 4

4.37% less ownership

Funds ownership: 92.3% → 87.94% (-4.4%)

8% less capital invested

Capital invested by funds: $33.4M → $30.6M (-$2.8M)

9% less funds holding

Funds holding: 35 → 32 (-3)

40% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 5

Holders
32
Holders Change
-3
Holders Change %
-8.57%
% of All Funds
0.46%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
7
Reduced
4
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AA
Axiom Advisory
California
+$645K
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$292K
3
AC
ASB Consultores
Florida
+$106K
4
LPL Financial
LPL Financial
California
+$68.1K
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$66.6K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$1.9M
2
GS
GTS Securities
New York
-$1.2M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$218K
4
Mariner
Mariner
Kansas
-$204K
5
HVIA
Hudson Valley Investment Advisors
New York
-$204K
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$16.2M -$1.9M -115,020 -11%
Bank of America
2
Bank of America
North Carolina
$1.98M -$133K -8,040 -6%
UBS Group
3
UBS Group
Switzerland
$1.65M +$19.2K +1,164 +1%
AC
4
ASB Consultores
Florida
$1.38M +$106K +6,400 +8%
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$1.07M +$292K +17,708 +38%
SA
6
Sanctuary Advisors
Indiana
$1M +$1.01M +61,444 New
9WM
7
9258 Wealth Management
Ohio
$880K – – –
RCM
8
RMR Capital Management
California
$822K +$660 +40 +0.1%
Osaic Holdings
9
Osaic Holdings
Arizona
$772K -$137K -8,324 -15%
LPL Financial
10
LPL Financial
California
$732K +$68.1K +4,124 +10%
BAM
11
Bosun Asset Management
Illinois
$663K – – –
AA
12
Axiom Advisory
California
$644K +$645K +39,060 New
Wells Fargo
13
Wells Fargo
California
$571K -$4.95K -300 -0.9%
TYCC
14
Texas Yale Capital Corp
Florida
$420K – – –
Fidelity Investments
15
Fidelity Investments
Massachusetts
$326K +$66.6K +4,036 +26%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$302K +$14.9K +900 +5%
Stifel Financial
17
Stifel Financial
Missouri
$266K – – –
ADL
18
Asset Dedication LLC
California
$214K – – –
SM
19
Sensible Money
Arizona
$214K – – –
RW
20
RVW Wealth
California
$203K – – –
CIBC Private Wealth Group
21
CIBC Private Wealth Group
Georgia
$110K – – –
NA
22
NewEdge Advisors
Louisiana
$49.7K – – –
SIC
23
Salem Investment Counselors
North Carolina
$32.8K – – –
TSWM
24
Tyler-Stone Wealth Management
Ohio
$26.5K – – –
Jones Financial Companies
25
Jones Financial Companies
Missouri
$23.6K +$23.5K +1,424 New
1
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BFOR Hedge Fund Activity: Q2 2024 in Review

32 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Barron's 400 ETF (BFOR) for Q2 2024, worth a combined $30.6M — down 8.4% from $33.4M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of BFOR and 3 opened new positions — a net loss of 2 holders — while 4 trimmed existing stakes and 7 added.

The largest buyer was Axiom Advisory, opening a new position worth an estimated $645K. The largest seller was Morgan Stanley, cutting an estimated $1.9M.

  • 32 institutional investors held Barron's 400 ETF (BFOR) as of Q2 2024, down from 35 in Q1 2024.
  • Funds reported $30.6M of Barron's 400 ETF stock for Q2 2024, down 8.4% quarter-over-quarter.
  • 3 funds opened new Barron's 400 ETF positions in Q2 2024 and 5 closed out, a net change of -2 holders.
  • The largest Barron's 400 ETF buyer in Q2 2024 was Axiom Advisory, an estimated $645K added.
  • The largest Barron's 400 ETF seller in Q2 2024 was Morgan Stanley, an estimated $1.9M sold.

Based on aggregated 13F filings for Q2 2024.