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JPMorgan BetaBuilders Canada ETF
BBCA

113 hedge funds and large institutions have $5.95B invested in JPMorgan BetaBuilders Canada ETF in 2022 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 24 increasing their positions, 28 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more capital invested

Capital invested by funds: $5.55B → $5.95B (+$397M)

5.79% less ownership

Funds ownership: 90.32% → 84.53% (-5.8%)

10% less funds holding

Funds holding: 125 → 113 (-12)

14% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 28

26% less first-time investments, than exits

New positions opened: 28 | Existing positions closed: 38

Holders
113
Holders Change
-12
Holders Change %
-9.6%
% of All Funds
1.78%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
28
Increased
24
Reduced
28
Closed
38
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JP Morgan Chase
JP Morgan Chase
New York
+$130M
2
RIG
RiverFront Investment Group
Virginia
+$11.9M
3
RJA
Raymond James & Associates
Florida
+$8.85M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$6.56M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$6.36M

Top Sellers

1
EPM
Elm Partners Management
Pennsylvania
-$22.1M
2
OMC
Old Mission Capital
Illinois
-$3.07M
3
LPL Financial
LPL Financial
California
-$2.9M
4
AssetMark Inc
AssetMark Inc
California
-$2.26M
5
Osaic Holdings
Osaic Holdings
Arizona
-$1.53M
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of Montreal
26
Bank of Montreal
Ontario, Canada
$1.57M – – –
APW
27
Acima Private Wealth
Virginia
$1.54M -$314K -4,659 -17%
ATC
28
Argent Trust Co
Tennessee
$1.43M +$232K +3,440 +20%
ST
29
Sageworth Trust
Pennsylvania
$1.38M – – –
KP
30
Keel Point
Alabama
$1.36M +$439K +6,507 +51%
APCM
31
Alaska Permanent Capital Management
Alaska
$1.32M +$21.9K +325 +2%
Wells Fargo
32
Wells Fargo
California
$1.2M -$63.6K -943 -5%
WANY
33
Wealthspire Advisors (New York)
New York
$1.16M – – –
JMPWA
34
JP Morgan Private Wealth Advisors
California
$1.13M -$26.5K -393 -2%
Truist Financial
35
Truist Financial
North Carolina
$983K +$945K +14,014 New
GM
36
GeoWealth Management
Illinois
$974K +$936K +13,888 New
SFA
37
Source Financial Advisors
New York
$974K +$937K +13,889 New
Citadel Advisors
38
Citadel Advisors
Florida
$949K +$912K +13,531 New
HWM
39
HB Wealth Management
Georgia
$941K +$2.5K +37 +0.3%
PNC Financial Services Group
40
PNC Financial Services Group
Pennsylvania
$911K -$60.6K -898 -6%
CWM
41
Congress Wealth Management
Massachusetts
$871K +$335K +4,961 +67%
SC
42
Scotia Capital
Ontario, Canada
$789K +$758K +11,248 New
Rockefeller Capital Management
43
Rockefeller Capital Management
New York
$722K -$7.15K -106 -1%
Cetera Investment Advisers
44
Cetera Investment Advisers
Illinois
$707K -$58.1K -862 -8%
HNB
45
Huntington National Bank
Ohio
$634K – – –
Ameriprise
46
Ameriprise
Minnesota
$631K +$59.1K +877 +11%
IWP
47
Icon Wealth Partners
Texas
$503K – – –
PHAM
48
Palisades Hudson Asset Management
Florida
$477K +$742 +11 +0.2%
Fidelity Investments
49
Fidelity Investments
Massachusetts
$460K +$53.9K +800 +14%
FNBT
50
FineMark National Bank & Trust
Florida
$442K – – –
1
2
3 4 5

BBCA Hedge Fund Activity: Q1 2022 in Review

113 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in JPMorgan BetaBuilders Canada ETF (BBCA) for Q1 2022, worth a combined $5.95B — up 7.1% from $5.55B a quarter earlier.

Sellers outnumbered buyers: 38 funds closed out of BBCA and 28 opened new positions — a net loss of 10 holders — while 28 trimmed existing stakes and 24 added.

The largest buyer was JP Morgan Chase, adding an estimated $130M. The largest seller was Elm Partners Management, exiting entirely with an estimated $22.1M sold.

  • 113 institutional investors held JPMorgan BetaBuilders Canada ETF (BBCA) as of Q1 2022, down from 125 in Q4 2021.
  • Funds reported $5.95B of JPMorgan BetaBuilders Canada ETF stock for Q1 2022, up 7.1% quarter-over-quarter.
  • 28 funds opened new JPMorgan BetaBuilders Canada ETF positions in Q1 2022 and 38 closed out, a net change of -10 holders.
  • The largest JPMorgan BetaBuilders Canada ETF buyer in Q1 2022 was JP Morgan Chase, an estimated $130M added.
  • The largest JPMorgan BetaBuilders Canada ETF seller in Q1 2022 was Elm Partners Management, an estimated $22.1M sold.

Based on aggregated 13F filings for Q1 2022.