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Barron's 400 ETF

37 hedge funds and large institutions have $43.8M invested in Barron's 400 ETF in 2025 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 6 increasing their positions, 11 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 2

20% more capital invested

Capital invested by funds: $36.4M → $43.8M (+$7.38M)

7.33% more ownership

Funds ownership: 102.21%109.54% (+7.3%)

3% more funds holding

Funds holding: 3637 (+1)

20% less call options, than puts

Call options by funds: $485K | Put options by funds: $608K

45% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 11

Holders
37
Holders Change
+1
Holders Change %
+2.78%
% of All Funds
0.49%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
6
Reduced
11
Closed
2
Calls
$485K
Puts
$608K
Net Calls
-$123K
Net Calls Change
-$74K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$21.8M +$44.1K +2,468 +0.2%
Bank of America
2
Bank of America
North Carolina
$3.37M +$324K +18,120 +12%
TC
3
Trilogy Capital
California
$2.73M +$2.53M +141,680 New
GS
4
GTS Securities
New York
$2.23M +$558K +31,212 +37%
UBS Group
5
UBS Group
Switzerland
$1.21M -$483K -27,044 -30%
SA
6
Sanctuary Advisors
Indiana
$994K -$145K -8,088 -14%
LPL Financial
7
LPL Financial
California
$967K -$9.22K -516 -1%
AC
8
ASB Consultores
Florida
$884K
RCM
9
RMR Capital Management
California
$872K -$31.2K -1,748 -4%
AW
10
Alteri Wealth
California
$855K +$61.8K +3,456 +8%
Osaic Holdings
11
Osaic Holdings
Arizona
$779K -$29.7K -1,660 -4%
BAM
12
Bosun Asset Management
Illinois
$770K
Jones Financial Companies
13
Jones Financial Companies
Missouri
$726K +$245K +13,708 +57%
WA
14
Waverly Advisors
Alabama
$714K
Wells Fargo
15
Wells Fargo
California
$693K -$6.15K -344 -0.9%
TYCC
16
Texas Yale Capital Corp
Florida
$444K -$40.4K -2,260 -9%
Fidelity Investments
17
Fidelity Investments
Massachusetts
$411K
Stifel Financial
18
Stifel Financial
Missouri
$340K
IA
19
IFP Advisors
Florida
$322K +$66.5K +3,720 +29%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$313K -$143K -7,992 -33%
Wolverine Trading
21
Wolverine Trading
Illinois
$312K +$291K +16,276 New
CAMG
22
CWA Asset Management Group
Florida
$270K
ADL
23
Asset Dedication LLC
California
$249K
SM
24
Sensible Money
Arizona
$249K
HA
25
Huntleigh Advisors
Missouri
$246K

BFOR Hedge Fund Activity: Q2 2025 in Review

37 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Barron's 400 ETF (BFOR) for Q2 2025, worth a combined $43.8M — up 20% from $36.4M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new BFOR positions and 2 closed out — a net gain of 1 holder — while 6 added to existing stakes and 11 trimmed.

The largest buyer was Trilogy Capital, opening a new position worth an estimated $2.53M. The largest seller was UBS Group, cutting an estimated $483K.

  • 37 institutional investors held Barron's 400 ETF (BFOR) as of Q2 2025, up from 36 in Q1 2025.
  • Funds reported $43.8M of Barron's 400 ETF stock for Q2 2025, up 20% quarter-over-quarter.
  • 3 funds opened new Barron's 400 ETF positions in Q2 2025 and 2 closed out, a net change of +1 holder.
  • The largest Barron's 400 ETF buyer in Q2 2025 was Trilogy Capital, an estimated $2.53M added.
  • The largest Barron's 400 ETF seller in Q2 2025 was UBS Group, an estimated $483K sold.

Based on aggregated 13F filings for Q2 2025.