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JPMorgan BetaBuilders Canada ETF
BBCA

140 hedge funds and large institutions have $4.76B invested in JPMorgan BetaBuilders Canada ETF in 2022 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 32 increasing their positions, 44 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 22

8% more funds holding

Funds holding: 130 → 140 (+10)

5% more capital invested

Capital invested by funds: $4.54B → $4.76B (+$219M)

0.38% less ownership

Funds ownership: 84.98% → 84.6% (-0.38%)

27% less call options, than puts

Call options by funds: $46K | Put options by funds: $63K

27% less repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 44

Holders
140
Holders Change
+10
Holders Change %
+7.69%
% of All Funds
2.25%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
35
Increased
32
Reduced
44
Closed
22
Calls
$46K
Puts
$63K
Net Calls
-$17K
Net Calls Change
-$17K

Top Buyers

Rank Fund Capital Flow
1
AssetMark Inc
AssetMark Inc
California
+$9.27M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$4.82M
3
WJA
Willis Johnson & Associates
Texas
+$3.43M
4
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
+$3.15M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$1.86M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$76.1M
2
Jane Street
Jane Street
New York
-$6.01M
3
RIG
RiverFront Investment Group
Virginia
-$4.62M
4
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$4.02M
5
Citadel Advisors
Citadel Advisors
Florida
-$3.71M
Name Holding Trade Value Shares
Change 		Change in
Stake
Carson Wealth (CWM LLC)
26
Carson Wealth (CWM LLC)
Nebraska
$2.81M -$4.02M -69,701 -59%
KP
27
Keel Point
Alabama
$2.72M +$1.36M +23,600 +99%
DWT
28
Dorsey & Whitney Trust
South Dakota
$2.5M -$3K -52 -0.1%
Stifel Financial
29
Stifel Financial
Missouri
$2.08M -$45.8K -794 -2%
OMC
30
Old Mission Capital
Illinois
$1.86M +$696K +12,066 +59%
PCH
31
PGIM Custom Harvest
New Jersey
$1.79M +$1.81M +31,297 New
Citadel Advisors
32
Citadel Advisors
Florida
$1.74M -$3.71M -64,315 -68%
ACA
33
Atlas Capital Advisors
Wyoming
$1.62M -$979K -16,969 -37%
CAM
34
Cresset Asset Management
Illinois
$1.51M +$214K +3,707 +16%
KWA
35
KCS Wealth Advisory
California
$1.25M +$10.2K +177 +0.8%
CB
36
Cadence Bank
Mississippi
$1.24M +$1.24M +21,569 New
Truist Financial
37
Truist Financial
North Carolina
$1.21M -$151K -2,619 -11%
ST
38
Sageworth Trust
Pennsylvania
$1.13M – – –
CAN
39
Cetera Advisor Networks
California
$1.1M +$1.11M +19,188 New
APCM
40
Alaska Permanent Capital Management
Alaska
$1.05M -$22.1K -383 -2%
JMPWA
41
JP Morgan Private Wealth Advisors
California
$1.03M +$8.02K +139 +0.8%
SFA
42
Source Financial Advisors
New York
$793K -$588K -10,201 -42%
HWM
43
HB Wealth Management
Georgia
$787K +$6.92K +120 +0.9%
CWM
44
Congress Wealth Management
Massachusetts
$749K +$15.1K +261 +2%
GM
45
GeoWealth Management
Illinois
$703K -$679K -11,769 -49%
SC
46
Scotia Capital
Ontario, Canada
$699K -$22.1K -383 -3%
PTC
47
Private Trust Company
Ohio
$691K +$696K +12,064 New
Bank of Montreal
48
Bank of Montreal
Ontario, Canada
$646K -$721K -12,498 -54%
ATC
49
Argent Trust Co
Tennessee
$585K -$494K -8,568 -46%
Ameriprise
50
Ameriprise
Minnesota
$532K -$58.2K -1,009 -10%
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BBCA Hedge Fund Activity: Q4 2022 in Review

140 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in JPMorgan BetaBuilders Canada ETF (BBCA) for Q4 2022, worth a combined $4.76B — up 4.8% from $4.54B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new BBCA positions and 22 closed out — a net gain of 13 holders — while 32 added to existing stakes and 44 trimmed.

The largest buyer was AssetMark Inc, adding an estimated $9.27M. The largest seller was JP Morgan Chase, cutting an estimated $76.1M.

  • 140 institutional investors held JPMorgan BetaBuilders Canada ETF (BBCA) as of Q4 2022, up from 130 in Q3 2022.
  • Funds reported $4.76B of JPMorgan BetaBuilders Canada ETF stock for Q4 2022, up 4.8% quarter-over-quarter.
  • 35 funds opened new JPMorgan BetaBuilders Canada ETF positions in Q4 2022 and 22 closed out, a net change of +13 holders.
  • The largest JPMorgan BetaBuilders Canada ETF buyer in Q4 2022 was AssetMark Inc, an estimated $9.27M added.
  • The largest JPMorgan BetaBuilders Canada ETF seller in Q4 2022 was JP Morgan Chase, an estimated $76.1M sold.

Based on aggregated 13F filings for Q4 2022.