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Barron's 400 ETF
BFOR

Overview Fund Activity

36 hedge funds and large institutions have $42.8M invested in Barron's 400 ETF in 2025 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 7 increasing their positions, 9 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
36
Holders Change
+1
Holders Change %
+2.86%
% of All Funds
0.48%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
7
Reduced
9
Closed
2
Calls
$485K
Puts
$608K
Net Calls
-$123K
Net Calls Change
-$74K

Top Buyers

1
TC
1
Trilogy Capital
California
$2.73M
2
GS
2
GTS Securities
New York
$2.23M
3
Bank of America
3
Bank of America
North Carolina
$3.37M
4
Wolverine Trading
4
Wolverine Trading
Illinois
$312K
5
Jones Financial Companies
5
Jones Financial Companies
Missouri
$726K

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$1.21M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$197K
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$313K
4
HNB
4
Huntington National Bank
Ohio
$61.6K
5
TYCC
5
Texas Yale Capital Corp
Florida
$444K
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$21.8M +$47.5K +617 +0.2%
Bank of America
2
Bank of America
North Carolina
$3.37M +$349K +4,530 +12%
TC
3
Trilogy Capital
California
$2.73M +$2.73M +35,420 New
GS
4
GTS Securities
New York
$2.23M +$601K +7,803 +37%
UBS Group
5
UBS Group
Switzerland
$1.21M -$521K -6,761 -30%
LPL Financial
6
LPL Financial
California
$967K -$9.93K -129 -1%
AC
7
ASB Consultores
Florida
$884K – – –
RCM
8
RMR Capital Management
California
$872K -$33.7K -437 -4%
AW
9
Alteri Wealth
California
$855K +$66.5K +864 +8%
Osaic Holdings
10
Osaic Holdings
Arizona
$777K +$10.7K +147 +1%
BAM
11
Bosun Asset Management
Illinois
$770K – – –
Jones Financial Companies
12
Jones Financial Companies
Missouri
$726K +$263K +3,427 +57%
WA
13
Waverly Advisors
Alabama
$714K – – –
Wells Fargo
14
Wells Fargo
California
$693K -$6.62K -86 -0.9%
TYCC
15
Texas Yale Capital Corp
Florida
$444K -$43.5K -565 -9%
Fidelity Investments
16
Fidelity Investments
Massachusetts
$411K – – –
Stifel Financial
17
Stifel Financial
Missouri
$340K – – –
IA
18
IFP Advisors
Florida
$322K +$71.6K +930 +29%
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$313K -$154K -1,998 -33%
Wolverine Trading
20
Wolverine Trading
Illinois
$312K +$312K +4,069 New
CAMG
21
CWA Asset Management Group
Florida
$270K – – –
ADL
22
Asset Dedication LLC
California
$249K – – –
SM
23
Sensible Money
Arizona
$249K – – –
HA
24
Huntleigh Advisors
Missouri
$246K – – –
HVIA
25
Hudson Valley Investment Advisors
New York
$231K – – –
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