We are live on ! Find out more
BFOR icon

Barron's 400 ETF

36 hedge funds and large institutions have $36.4M invested in Barron's 400 ETF in 2025 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 6 increasing their positions, 12 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.19% more ownership

Funds ownership: 99.02%102.21% (+3.2%)

2% less capital invested

Capital invested by funds: $37.1M → $36.4M (-$613K)

14% less funds holding

Funds holding: 4236 (-6)

17% less call options, than puts

Call options by funds: $236K | Put options by funds: $285K

50% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 12

71% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 7

Holders
36
Holders Change
-6
Holders Change %
-14.29%
% 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
6
Reduced
12
Closed
7
Calls
$236K
Puts
$285K
Net Calls
-$49K
Net Calls Change
-$49K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$19.7M +$3.31M +180,960 +19%
Bank of America
2
Bank of America
North Carolina
$2.72M +$442K +24,164 +18%
UBS Group
3
UBS Group
Switzerland
$1.56M -$498K -27,272 -23%
GS
4
GTS Securities
New York
$1.47M -$1.12M -61,552 -42%
SA
5
Sanctuary Advisors
Indiana
$1.04M +$28.1K +1,536 +3%
LPL Financial
6
LPL Financial
California
$881K -$55.8K -3,052 -6%
RCM
7
RMR Capital Management
California
$817K -$877 -48 -0.1%
AC
8
ASB Consultores
Florida
$797K -$839K -45,920 -50%
Osaic Holdings
9
Osaic Holdings
Arizona
$731K -$10.7K -588 -1%
AW
10
Alteri Wealth
California
$711K +$1.46K +80 +0.2%
BAM
11
Bosun Asset Management
Illinois
$694K
WA
12
Waverly Advisors
Alabama
$644K
Wells Fargo
13
Wells Fargo
California
$631K
TYCC
14
Texas Yale Capital Corp
Florida
$440K
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$421K -$22.2K -1,216 -5%
Jones Financial Companies
16
Jones Financial Companies
Missouri
$417K +$305K +16,708 +225%
Fidelity Investments
17
Fidelity Investments
Massachusetts
$370K -$3.87K -212 -1%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$317K -$7.31K -400 -2%
Stifel Financial
19
Stifel Financial
Missouri
$306K -$37.3K -2,040 -10%
CAMG
20
CWA Asset Management Group
Florida
$243K
IA
21
IFP Advisors
Florida
$226K +$238K +13,000 New
ADL
22
Asset Dedication LLC
California
$225K
SM
23
Sensible Money
Arizona
$225K
HA
24
Huntleigh Advisors
Missouri
$222K
HVIA
25
Hudson Valley Investment Advisors
New York
$208K

BFOR Hedge Fund Activity: Q1 2025 in Review

36 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Barron's 400 ETF (BFOR) for Q1 2025, worth a combined $36.4M — down 1.7% from $37.1M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of BFOR and 2 opened new positions — a net loss of 5 holders — while 12 trimmed existing stakes and 6 added.

The largest buyer was Morgan Stanley, adding an estimated $3.31M. The largest seller was GTS Securities, cutting an estimated $1.12M.

  • 36 institutional investors held Barron's 400 ETF (BFOR) as of Q1 2025, down from 42 in Q4 2024.
  • Funds reported $36.4M of Barron's 400 ETF stock for Q1 2025, down 1.7% quarter-over-quarter.
  • 2 funds opened new Barron's 400 ETF positions in Q1 2025 and 7 closed out, a net change of -5 holders.
  • The largest Barron's 400 ETF buyer in Q1 2025 was Morgan Stanley, an estimated $3.31M added.
  • The largest Barron's 400 ETF seller in Q1 2025 was GTS Securities, an estimated $1.12M sold.

Based on aggregated 13F filings for Q1 2025.