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Barron's 400 ETF
BFOR

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.

New
Increased
Maintained
Reduced
Closed

800% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 1

80% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 5

17% more funds holding

Funds holding: 36 → 42 (+6)

5% more capital invested

Capital invested by funds: $35.2M → $37.1M (+$1.83M)

3.61% more ownership

Funds ownership: 95.41% → 99.02% (+3.6%)

Holders
42
Holders Change
+6
Holders Change %
+16.67%
% of All Funds
0.55%
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

Rank Fund Capital Flow
1
GS
GTS Securities
New York
+$1.57M
2
WA
Waverly Advisors
Alabama
+$694K
3
Citadel Advisors
Citadel Advisors
Florida
+$220K
4
EWA
EP Wealth Advisors
California
+$216K
5
UBS Group
UBS Group
Switzerland
+$163K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$564K
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$217K
3
Mariner
Mariner
Kansas
-$215K
4
Bank of America
Bank of America
North Carolina
-$120K
5
SA
Sanctuary Advisors
Indiana
-$98.2K
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$17.3M -$564K -30,136 -3%
GS
2
GTS Securities
New York
$2.66M +$1.57M +83,928 +135%
Bank of America
3
Bank of America
North Carolina
$2.41M -$120K -6,432 -5%
UBS Group
4
UBS Group
Switzerland
$2.14M +$163K +8,688 +8%
AC
5
ASB Consultores
Florida
$1.67M – – –
SA
6
Sanctuary Advisors
Indiana
$1.11M -$98.2K -5,252 -8%
LPL Financial
7
LPL Financial
California
$978K +$34.6K +1,848 +4%
RCM
8
RMR Capital Management
California
$857K +$224 +12 +0%
Osaic Holdings
9
Osaic Holdings
Arizona
$777K -$37.7K -2,016 -5%
AW
10
Alteri Wealth
California
$743K +$764K +40,864 New
BAM
11
Bosun Asset Management
Illinois
$728K – – –
WA
12
Waverly Advisors
Alabama
$675K +$694K +37,100 New
Wells Fargo
13
Wells Fargo
California
$661K +$35.9K +1,920 +6%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$464K -$217K -11,608 -31%
TYCC
15
Texas Yale Capital Corp
Florida
$461K – – –
Fidelity Investments
16
Fidelity Investments
Massachusetts
$392K +$7.48K +400 +2%
Stifel Financial
17
Stifel Financial
Missouri
$358K +$150 +8 +0%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$338K – – –
CAMG
19
CWA Asset Management Group
Florida
$255K – – –
ADL
20
Asset Dedication LLC
California
$235K – – –
SM
21
Sensible Money
Arizona
$235K – – –
HA
22
Huntleigh Advisors
Missouri
$233K +$239K +12,788 New
RW
23
RVW Wealth
California
$223K – – –
HVIA
24
Hudson Valley Investment Advisors
New York
$218K – – –
Citadel Advisors
25
Citadel Advisors
Florida
$214K +$220K +11,748 New
1
2

BFOR Hedge Fund Activity: Q4 2024 in Review

42 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Barron's 400 ETF (BFOR) for Q4 2024, worth a combined $37.1M — up 5.2% from $35.2M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new BFOR positions and 1 closed out — a net gain of 8 holders — while 9 added to existing stakes and 5 trimmed.

The largest buyer was GTS Securities, adding an estimated $1.57M. The largest seller was Morgan Stanley, cutting an estimated $564K.

  • 42 institutional investors held Barron's 400 ETF (BFOR) as of Q4 2024, up from 36 in Q3 2024.
  • Funds reported $37.1M of Barron's 400 ETF stock for Q4 2024, up 5.2% quarter-over-quarter.
  • 9 funds opened new Barron's 400 ETF positions in Q4 2024 and 1 closed out, a net change of +8 holders.
  • The largest Barron's 400 ETF buyer in Q4 2024 was GTS Securities, an estimated $1.57M added.
  • The largest Barron's 400 ETF seller in Q4 2024 was Morgan Stanley, an estimated $564K sold.

Based on aggregated 13F filings for Q4 2024.