BFOR icon

Barron's 400 ETF

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.

Holders
32
Holders Change
-3
Holders Change %
-8.57%
% of All Funds
0.47%
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
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$16.2M 243,888 -28,755 -11%
Bank of America
2
Bank of America
North Carolina
$1.98M 29,855 -2,010 -6%
UBS Group
3
UBS Group
Switzerland
$1.65M 24,861 +291 +1%
AC
4
ASB Consultores
Florida
$1.38M 20,800 +1,600 +8%
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$1.07M 16,128 +4,427 +38%
SA
6
Sanctuary Advisors
Indiana
$1M 15,361 +15,361 New
9WM
7
9258 Wealth Management
Ohio
$880K 13,275
RCM
8
RMR Capital Management
California
$822K 12,403 +10 +0.1%
Osaic Holdings
9
Osaic Holdings
Arizona
$772K 11,644 -2,081 -15%
LPL Financial
10
LPL Financial
California
$732K 11,048 +1,031 +10%
BAM
11
Bosun Asset Management
Illinois
$663K 10,000
AA
12
Axiom Advisory
California
$644K 9,765 +9,765 New
Wells Fargo
13
Wells Fargo
California
$571K 8,612 -75 -0.9%
TYCC
14
Texas Yale Capital Corp
Florida
$420K 6,335
Fidelity Investments
15
Fidelity Investments
Massachusetts
$326K 4,914 +1,009 +26%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$302K 4,560 +225 +5%
Stifel Financial
17
Stifel Financial
Missouri
$266K 4,012
ADL
18
Asset Dedication LLC
California
$214K 3,236
SM
19
Sensible Money
Arizona
$214K 3,236
RW
20
RVW Wealth
California
$203K 3,068
CIBC Private Wealth Group
21
CIBC Private Wealth Group
Georgia
$110K 1,660
NA
22
NewEdge Advisors
Louisiana
$49.7K 750
SIC
23
Salem Investment Counselors
North Carolina
$32.8K 495
TSWM
24
Tyler-Stone Wealth Management
Ohio
$26.5K 400
Jones Financial Companies
25
Jones Financial Companies
Missouri
$23.6K 356 +356 New