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JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF

44 hedge funds and large institutions have $982M invested in JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF in 2020 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 11 increasing their positions, 9 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 9

1.2% more ownership

Funds ownership: 47.23%48.43% (+1.2%)

14% less funds holding

Funds holding: 5144 (-7)

22% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 18

31% less capital invested

Capital invested by funds: $1.43B → $982M (-$449M)

Holders
44
Holders Change
-7
Holders Change %
-13.73%
% of All Funds
0.97%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
11
Reduced
9
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PMFA
26
Plante Moran Financial Advisors
Michigan
$18K -$1.18K -25 -5%
IA
27
IFP Advisors
Florida
$15K +$18.4K +389 New
Northwestern Mutual Wealth Management
28
Northwestern Mutual Wealth Management
Wisconsin
$13K -$4.74K -100 -23%
Fidelity Investments
29
Fidelity Investments
Massachusetts
$12K +$7.72K +163 +106%
SMFS
30
Squar Milner Financial Services
California
$10K +$10.6K +223 +405%
VFA
31
Valeo Financial Advisors
Indiana
$9K
Citigroup
32
Citigroup
New York
$6K +$4.83K +102 +165%
PNC Financial Services Group
33
PNC Financial Services Group
Pennsylvania
$5K -$84.7K -1,788 -93%
BlackRock
34
BlackRock
New York
$3K -$95 -2 -3%
Rockefeller Capital Management
35
Rockefeller Capital Management
New York
$3K +$852 +18 +31%
AF
36
Allworth Financial
California
$1K
GWM
37
Geneos Wealth Management
Colorado
$1K
SWA
38
Stratos Wealth Advisors
Ohio
$1K +$994 +21 New
RCA
39
Rowland Carmichael Advisors
Arizona
$1K +$1.56K +33 New
LDFR
40
Lehman & Derafelo Financial Resources
Pennsylvania
$1K +$1.71K +36 New
SSB
41
Sandy Spring Bank
Maryland
$1K +$1.75K +37 New
APA
42
American Portfolios Advisors
New York
$376
WP
43
WealthSource Partners
California
-$3.6M -69,542 Closed
BBHC
44
Brown Brothers Harriman & Co
New York
-$2.23M -42,929 Closed
LPL Financial
45
LPL Financial
California
-$223K -4,303 Closed
OSNBOA
46
Old Second National Bank of Aurora
Illinois
-$62K -1,200 Closed
Deutsche Bank
47
Deutsche Bank
Germany
-$60K -1,163 Closed
BFEC
48
Benjamin F. Edwards & Company
Missouri
-$24K -465 Closed
GDP
49
Great Diamond Partners
Maine
-$7K -154 Closed
LWM
50
Liberty Wealth Management
California
-$8K -150 Closed

BBAX Hedge Fund Activity: Q1 2020 in Review

44 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF (BBAX) for Q1 2020, worth a combined $982M — down 31% from $1.43B a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of BBAX and 14 opened new positions — a net loss of 4 holders — while 9 trimmed existing stakes and 11 added.

The largest buyer was Barclays, opening a new position worth an estimated $19.3M. The largest seller was JP Morgan Chase, cutting an estimated $90M.

  • 44 institutional investors held JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF (BBAX) as of Q1 2020, down from 51 in Q4 2019.
  • Funds reported $982M of JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF stock for Q1 2020, down 31% quarter-over-quarter.
  • 14 funds opened new JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF positions in Q1 2020 and 18 closed out, a net change of -4 holders.
  • The largest JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF buyer in Q1 2020 was Barclays, an estimated $19.3M added.
  • The largest JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF seller in Q1 2020 was JP Morgan Chase, an estimated $90M sold.

Based on aggregated 13F filings for Q1 2020.