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Barron's 400 ETF
BFOR

Overview Fund Activity

42 hedge funds and large institutions have $37.1M invested in Barron's 400 ETF in 2024 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 9 increasing their positions, 5 reducing their positions, and 1 closing their positions.

Holders
42
Holders Change
+6
Holders Change %
+16.67%
% of All Funds
0.56%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
9
Reduced
5
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GS
1
GTS Securities
New York
$2.66M
2
AW
2
Alteri Wealth
California
$743K
3
WA
3
Waverly Advisors
Alabama
$675K
4
HA
4
Huntleigh Advisors
Missouri
$233K
5
Citadel Advisors
5
Citadel Advisors
Florida
$214K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$17.3M
2
Mariner
2
Mariner
Kansas
$0
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$464K
4
Bank of America
4
Bank of America
North Carolina
$2.41M
5
SA
5
Sanctuary Advisors
Indiana
$1.11M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$17.3M 237,808 -7,534 -3%
GS
2
GTS Securities
New York
$2.66M 36,545 +20,982 +135%
Bank of America
3
Bank of America
North Carolina
$2.41M 33,178 -1,608 -5%
UBS Group
4
UBS Group
Switzerland
$2.14M 29,350 +2,172 +8%
AC
5
ASB Consultores
Florida
$1.67M 22,960 – –
SA
6
Sanctuary Advisors
Indiana
$1.11M 14,541 -1,313 -8%
LPL Financial
7
LPL Financial
California
$978K 13,444 +462 +4%
RCM
8
RMR Capital Management
California
$857K 11,774 +3 +0%
Osaic Holdings
9
Osaic Holdings
Arizona
$777K 10,681 -504 -5%
AW
10
Alteri Wealth
California
$743K 10,216 +10,216 New
BAM
11
Bosun Asset Management
Illinois
$728K 10,000 – –
WA
12
Waverly Advisors
Alabama
$675K 9,275 +9,275 New
Wells Fargo
13
Wells Fargo
California
$661K 9,083 +480 +6%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$464K 6,371 -2,902 -31%
TYCC
15
Texas Yale Capital Corp
Florida
$461K 6,335 – –
Fidelity Investments
16
Fidelity Investments
Massachusetts
$392K 5,384 +100 +2%
Stifel Financial
17
Stifel Financial
Missouri
$358K 4,924 +2 +0%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$338K 4,660 – –
CAMG
19
CWA Asset Management Group
Florida
$255K 3,500 – –
ADL
20
Asset Dedication LLC
California
$235K 3,236 – –
SM
21
Sensible Money
Arizona
$235K 3,236 – –
HA
22
Huntleigh Advisors
Missouri
$233K 3,197 +3,197 New
RW
23
RVW Wealth
California
$223K 3,068 – –
HVIA
24
Hudson Valley Investment Advisors
New York
$218K 3,000 – –
Citadel Advisors
25
Citadel Advisors
Florida
$214K 2,937 +2,937 New
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