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Barron's 400 ETF
BFOR

Overview Fund Activity

36 hedge funds and large institutions have $35.2M invested in Barron's 400 ETF in 2024 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 11 increasing their positions, 6 reducing their positions, and 2 closing their positions.

Holders
36
Holders Change
+4
Holders Change %
+12.5%
% of All Funds
0.52%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
11
Reduced
6
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GS
1
GTS Securities
New York
$1.12M
2
Bank of America
2
Bank of America
North Carolina
$2.49M
3
CAMG
3
CWA Asset Management Group
Florida
$251K
4
Mariner
4
Mariner
Kansas
$215K
5
HVIA
5
Hudson Valley Investment Advisors
New York
$215K

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$665K
2
9WM
2
9258 Wealth Management
Ohio
$665K
3
RCM
3
RMR Capital Management
California
$844K
4
Osaic Holdings
4
Osaic Holdings
Arizona
$802K
5
SIC
5
Salem Investment Counselors
North Carolina
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$17.6M 245,342 +1,454 +0.6%
Bank of America
2
Bank of America
North Carolina
$2.49M 34,786 +4,931 +17%
UBS Group
3
UBS Group
Switzerland
$1.95M 27,178 +2,317 +9%
AC
4
ASB Consultores
Florida
$1.65M 22,960 +2,160 +10%
SA
5
Sanctuary Advisors
Indiana
$1.25M 15,854 +493 +3%
GS
6
GTS Securities
New York
$1.12M 15,563 +15,563 New
LPL Financial
7
LPL Financial
California
$931K 12,982 +1,934 +18%
RCM
8
RMR Capital Management
California
$844K 11,771 -632 -5%
Osaic Holdings
9
Osaic Holdings
Arizona
$802K 11,185 -459 -4%
BAM
10
Bosun Asset Management
Illinois
$717K 10,000 – –
AA
11
Axiom Advisory
California
$682K 9,920 +155 +2%
9WM
12
9258 Wealth Management
Ohio
$665K 9,275 -4,000 -30%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$665K 9,273 -6,855 -43%
Wells Fargo
14
Wells Fargo
California
$617K 8,603 -9 -0.1%
TYCC
15
Texas Yale Capital Corp
Florida
$454K 6,335 – –
Fidelity Investments
16
Fidelity Investments
Massachusetts
$379K 5,284 +370 +8%
Stifel Financial
17
Stifel Financial
Missouri
$353K 4,922 +910 +23%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$334K 4,660 +100 +2%
CAMG
19
CWA Asset Management Group
Florida
$251K 3,500 +3,500 New
SM
20
Sensible Money
Arizona
$232K 3,236 – –
ADL
21
Asset Dedication LLC
California
$232K 3,236 – –
RW
22
RVW Wealth
California
$220K 3,068 – –
Mariner
23
Mariner
Kansas
$215K 3,000 +3,000 New
HVIA
24
Hudson Valley Investment Advisors
New York
$215K 3,000 +3,000 New
CIBC Private Wealth Group
25
CIBC Private Wealth Group
Georgia
$93.2K 1,300 -360 -22%
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