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Barron's 400 ETF
BFOR

39 hedge funds and large institutions have $62.9M invested in Barron's 400 ETF in 2025 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 9 increasing their positions, 6 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 3

50% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 6

43% more capital invested

Capital invested by funds: $43.8M → $62.9M (+$19.1M)

28.01% more ownership

Funds ownership: 109.54% → 137.55% (+28%)

5% more funds holding

Funds holding: 37 → 39 (+2)

Holders
39
Holders Change
+2
Holders Change %
+5.41%
% of All Funds
0.51%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
5
Increased
9
Reduced
6
Closed
3
Calls
$244K
Puts
–
Net Calls
+$244K
Net Calls Change
+$367K

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$15.9M
2
Bank of America
Bank of America
North Carolina
+$926K
3
Jones Financial Companies
Jones Financial Companies
Missouri
+$635K
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$255K
5
Northern Trust
Northern Trust
Illinois
+$238K

Top Sellers

Rank Fund Capital Flow
1
GS
GTS Securities
New York
-$1.41M
2
UBS Group
UBS Group
Switzerland
-$431K
3
Wolverine Trading
Wolverine Trading
Illinois
-$312K
4
WA
Waverly Advisors
Alabama
-$63.6K
5
Osaic Holdings
Osaic Holdings
Arizona
-$58.7K
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$39.3M +$15.9M +801,668 +71%
Bank of America
2
Bank of America
North Carolina
$4.5M +$926K +46,584 +27%
TC
3
Trilogy Capital
California
$2.88M +$1.43K +72 +0.1%
Jones Financial Companies
4
Jones Financial Companies
Missouri
$1.42M +$635K +31,976 +85%
LPL Financial
5
LPL Financial
California
$1.08M +$57.6K +2,900 +6%
SA
6
Sanctuary Advisors
Indiana
$1.05M – – –
AC
7
ASB Consultores
Florida
$932K – – –
RCM
8
RMR Capital Management
California
$920K +$159 +8 +0%
AW
9
Alteri Wealth
California
$916K +$14.1K +712 +2%
GS
10
GTS Securities
New York
$910K -$1.41M -71,008 -61%
UBS Group
11
UBS Group
Switzerland
$841K -$431K -21,668 -34%
BAM
12
Bosun Asset Management
Illinois
$812K – – –
Osaic Holdings
13
Osaic Holdings
Arizona
$755K -$58.7K -2,956 -7%
Wells Fargo
14
Wells Fargo
California
$730K – – –
WA
15
Waverly Advisors
Alabama
$688K -$63.6K -3,200 -9%
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$543K +$208K +10,480 +64%
TYCC
17
Texas Yale Capital Corp
Florida
$468K – – –
Fidelity Investments
18
Fidelity Investments
Massachusetts
$433K – – –
Stifel Financial
19
Stifel Financial
Missouri
$358K – – –
IA
20
IFP Advisors
Florida
$339K – – –
CAMG
21
CWA Asset Management Group
Florida
$284K – – –
ADL
22
Asset Dedication LLC
California
$263K – – –
SM
23
Sensible Money
Arizona
$263K – – –
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$260K +$255K +12,836 New
HA
25
Huntleigh Advisors
Missouri
$260K – – –
1
2

BFOR Hedge Fund Activity: Q3 2025 in Review

39 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Barron's 400 ETF (BFOR) for Q3 2025, worth a combined $62.9M — up 43% from $43.8M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new BFOR positions and 3 closed out — a net gain of 2 holders — while 9 added to existing stakes and 6 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $15.9M. The largest seller was GTS Securities, cutting an estimated $1.41M.

  • 39 institutional investors held Barron's 400 ETF (BFOR) as of Q3 2025, up from 37 in Q2 2025.
  • Funds reported $62.9M of Barron's 400 ETF stock for Q3 2025, up 43% quarter-over-quarter.
  • 5 funds opened new Barron's 400 ETF positions in Q3 2025 and 3 closed out, a net change of +2 holders.
  • The largest Barron's 400 ETF buyer in Q3 2025 was Morgan Stanley, an estimated $15.9M added.
  • The largest Barron's 400 ETF seller in Q3 2025 was GTS Securities, an estimated $1.41M sold.

Based on aggregated 13F filings for Q3 2025.