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JPMorgan BetaBuilders Canada ETF

70 hedge funds and large institutions have $3.8B invested in JPMorgan BetaBuilders Canada ETF in 2019 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 16 increasing their positions, 18 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 12

25% more funds holding

Funds holding: 5670 (+14)

4% more capital invested

Capital invested by funds: $3.66B → $3.8B (+$137M)

0.35% less ownership

Funds ownership: 48.17%47.82% (-0.35%)

11% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 18

Holders
70
Holders Change
+14
Holders Change %
+25%
% of All Funds
1.38%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
26
Increased
16
Reduced
18
Closed
12
Calls
$7K
Puts
Net Calls
+$7K
Net Calls Change
+$7K
Name Holding Trade Value Shares
Change
Change in
Stake
Deutsche Bank
26
Deutsche Bank
Germany
$250K
Cerity Partners
27
Cerity Partners
New York
$247K +$240K +4,742 New
V
28
Veritable
Delaware
$242K
S
29
SignatureFD
Georgia
$235K -$13.2K -262 -5%
RJA
30
Raymond James & Associates
Florida
$229K +$223K +4,408 New
SCI
31
Stableford Capital II
Arizona
$223K +$217K +4,285 New
PNC Financial Services Group
32
PNC Financial Services Group
Pennsylvania
$221K +$182K +3,599 +561%
AWE
33
Avidian Wealth Enterprises
Texas
$200K +$195K +3,850 New
Fifth Third Bancorp
34
Fifth Third Bancorp
Ohio
$155K -$67.2K -1,329 -31%
Wells Fargo
35
Wells Fargo
California
$148K +$28.5K +563 +25%
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$83K -$1.44M -28,519 -95%
OSNBOA
37
Old Second National Bank of Aurora
Illinois
$74K +$59.5K +1,176 +484%
AG
38
Advisor Group
Arizona
$70K +$5.36K +106 +8%
CBT
39
Capital Bank & Trust
California
$55K -$164K -3,243 -75%
LTFS
40
Ladenburg Thalmann Financial Services
Florida
$51K -$8.8K -174 -15%
VFA
41
Valeo Financial Advisors
Indiana
$50K +$48.4K +957 New
PMFA
42
Plante Moran Financial Advisors
Michigan
$46K -$126K -2,495 -74%
Northwestern Mutual Wealth Management
43
Northwestern Mutual Wealth Management
Wisconsin
$46K +$44.8K +885 +6,321%
BAMG
44
Brand Asset Management Group
Missouri
$44K +$42.4K +838 New
SFC
45
SYM Financial Corp
Indiana
$31K +$30K +593 New
CMBA
46
C.M. Bidwell & Associates
Hawaii
$31K +$30.5K +603 New
Fidelity Investments
47
Fidelity Investments
Massachusetts
$29K -$253 -5 -0.9%
BBHC
48
Brown Brothers Harriman & Co
New York
$28K +$27.6K +546 New
HNB
49
Huntington National Bank
Ohio
$27K
GDP
50
Great Diamond Partners
Maine
$23K +$22.5K +445 New

BBCA Hedge Fund Activity: Q4 2019 in Review

70 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in JPMorgan BetaBuilders Canada ETF (BBCA) for Q4 2019, worth a combined $3.8B — up 3.7% from $3.66B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new BBCA positions and 12 closed out — a net gain of 14 holders — while 16 added to existing stakes and 18 trimmed.

The largest buyer was Atlas Capital Advisors, adding an estimated $1.44M. The largest seller was UBS AM, exiting entirely with an estimated $8.1M sold.

  • 70 institutional investors held JPMorgan BetaBuilders Canada ETF (BBCA) as of Q4 2019, up from 56 in Q3 2019.
  • Funds reported $3.8B of JPMorgan BetaBuilders Canada ETF stock for Q4 2019, up 3.7% quarter-over-quarter.
  • 26 funds opened new JPMorgan BetaBuilders Canada ETF positions in Q4 2019 and 12 closed out, a net change of +14 holders.
  • The largest JPMorgan BetaBuilders Canada ETF buyer in Q4 2019 was Atlas Capital Advisors, an estimated $1.44M added.
  • The largest JPMorgan BetaBuilders Canada ETF seller in Q4 2019 was UBS AM, an estimated $8.1M sold.

Based on aggregated 13F filings for Q4 2019.