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Barron's 400 ETF
BFOR

Overview Fund Activity

35 hedge funds and large institutions have $35.4M invested in Barron's 400 ETF in 2025 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 5 increasing their positions, 12 reducing their positions, and 7 closing their positions.

Holders
35
Holders Change
-7
Holders Change %
-16.67%
% of All Funds
0.48%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
5
Reduced
12
Closed
7
Calls
$236K
Puts
$285K
Net Calls
-$49K
Net Calls Change
-$49K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$19.7M
2
Bank of America
2
Bank of America
North Carolina
$2.72M
3
Jones Financial Companies
3
Jones Financial Companies
Missouri
$417K
4
IA
4
IFP Advisors
Florida
$226K
5
NA
5
NewEdge Advisors
Louisiana
$81.6K

Top Sellers

1
GS
1
GTS Securities
New York
$1.47M
2
AC
2
ASB Consultores
Florida
$797K
3
UBS Group
3
UBS Group
Switzerland
$1.56M
4
Citadel Advisors
4
Citadel Advisors
Florida
$0
5
EWA
5
EP Wealth Advisors
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$19.7M 283,048 +45,240 +19%
Bank of America
2
Bank of America
North Carolina
$2.72M 39,219 +6,041 +18%
UBS Group
3
UBS Group
Switzerland
$1.56M 22,532 -6,818 -23%
GS
4
GTS Securities
New York
$1.47M 21,157 -15,388 -42%
LPL Financial
5
LPL Financial
California
$881K 12,681 -763 -6%
RCM
6
RMR Capital Management
California
$817K 11,762 -12 -0.1%
AC
7
ASB Consultores
Florida
$797K 11,480 -11,480 -50%
Osaic Holdings
8
Osaic Holdings
Arizona
$731K 10,534 -147 -1%
AW
9
Alteri Wealth
California
$711K 10,236 +20 +0.2%
BAM
10
Bosun Asset Management
Illinois
$694K 10,000 – –
WA
11
Waverly Advisors
Alabama
$644K 9,275 – –
Wells Fargo
12
Wells Fargo
California
$631K 9,083 – –
TYCC
13
Texas Yale Capital Corp
Florida
$440K 6,335 – –
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$421K 6,067 -304 -5%
Jones Financial Companies
15
Jones Financial Companies
Missouri
$417K 6,032 +4,177 +225%
Fidelity Investments
16
Fidelity Investments
Massachusetts
$370K 5,331 -53 -1%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$317K 4,560 -100 -2%
Stifel Financial
18
Stifel Financial
Missouri
$306K 4,414 -510 -10%
CAMG
19
CWA Asset Management Group
Florida
$243K 3,500 – –
IA
20
IFP Advisors
Florida
$226K 3,250 +3,250 New
ADL
21
Asset Dedication LLC
California
$225K 3,236 – –
SM
22
Sensible Money
Arizona
$225K 3,236 – –
HA
23
Huntleigh Advisors
Missouri
$222K 3,197 – –
HVIA
24
Hudson Valley Investment Advisors
New York
$208K 3,000 – –
RW
25
RVW Wealth
California
$201K 2,899 -169 -6%
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