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JPMorgan BetaBuilders Canada ETF
BBCA

144 hedge funds and large institutions have $4.97B invested in JPMorgan BetaBuilders Canada ETF in 2023 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 48 increasing their positions, 44 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

273% more call options, than puts

Call options by funds: $2.46M | Put options by funds: $661K

43% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 14

3% more funds holding

Funds holding: 140 → 144 (+4)

2.33% more ownership

Funds ownership: 84.6% → 86.94% (+2.3%)

9% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 44

4% more capital invested

Capital invested by funds: $4.76B → $4.97B (+$202M)

Holders
144
Holders Change
+4
Holders Change %
+2.86%
% of All Funds
2.29%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
20
Increased
48
Reduced
44
Closed
14
Calls
$2.46M
Puts
$661K
Net Calls
+$1.8M
Net Calls Change
+$1.82M

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$10.9M
2
Morgan Stanley
Morgan Stanley
New York
+$2.44M
3
WJA
Willis Johnson & Associates
Texas
+$1.92M
4
BlackRock
BlackRock
New York
+$1.42M
5
AWE
Avidian Wealth Enterprises
Texas
+$1.37M

Top Sellers

Rank Fund Capital Flow
1
ST
Spinnaker Trust
Maine
-$6.33M
2
FTUS
Flow Traders U.S.
New York
-$5.96M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$5.95M
4
Jane Street
Jane Street
New York
-$2.01M
5
Citadel Advisors
Citadel Advisors
Florida
-$1.79M
Name Holding Trade Value Shares
Change 		Change in
Stake
Carson Wealth (CWM LLC)
26
Carson Wealth (CWM LLC)
Nebraska
$2.7M -$226K -3,773 -8%
ACA
27
Atlas Capital Advisors
Wyoming
$2.66M +$975K +16,299 +57%
DWT
28
Dorsey & Whitney Trust
South Dakota
$2.59M -$8.62K -144 -0.3%
Stifel Financial
29
Stifel Financial
Missouri
$1.79M -$368K -6,143 -17%
CAM
30
Cresset Asset Management
Illinois
$1.61M +$10.1K +168 +0.6%
Truist Financial
31
Truist Financial
North Carolina
$1.54M +$287K +4,799 +23%
FTUS
32
Flow Traders U.S.
New York
$1.5M -$5.96M -99,678 -80%
KWA
33
KCS Wealth Advisory
California
$1.33M +$37.5K +626 +3%
ST
34
Spinnaker Trust
Maine
$1.33M -$6.33M -105,866 -83%
ST
35
Sageworth Trust
Pennsylvania
$1.17M – – –
CAN
36
Cetera Advisor Networks
California
$1.12M -$24K -401 -2%
APCM
37
Alaska Permanent Capital Management
Alaska
$1.09M -$4.97K -83 -0.5%
LSAG
38
Lake Street Advisors Group
New Hampshire
$1.07M +$1.08M +18,040 New
JMPWA
39
JP Morgan Private Wealth Advisors
California
$1.03M -$42.7K -713 -4%
Brown Advisory
40
Brown Advisory
Maryland
$1.03M +$1.03M +17,244 New
HWM
41
HB Wealth Management
Georgia
$821K +$3.17K +53 +0.4%
CWM
42
Congress Wealth Management
Massachusetts
$773K -$5.33K -89 -0.7%
PTC
43
Private Trust Company
Ohio
$724K +$5.57K +93 +0.8%
CAPTRUST Financial Advisors
44
CAPTRUST Financial Advisors
North Carolina
$656K +$175K +2,919 +36%
GM
45
GeoWealth Management
Illinois
$647K -$84K -1,404 -11%
SFA
46
Source Financial Advisors
New York
$647K -$178K -2,972 -21%
Bank of Montreal
47
Bank of Montreal
Ontario, Canada
$640K +$3.41K +57 +0.5%
ATC
48
Argent Trust Co
Tennessee
$605K -$3.53K -59 -0.6%
Bank of New York Mellon
49
Bank of New York Mellon
New York
$600K +$107K +1,782 +21%
Marshall Wace
50
Marshall Wace
United Kingdom
$595K +$353K +5,900 +144%
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BBCA Hedge Fund Activity: Q1 2023 in Review

144 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in JPMorgan BetaBuilders Canada ETF (BBCA) for Q1 2023, worth a combined $4.97B — up 4.2% from $4.76B a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new BBCA positions and 14 closed out — a net gain of 6 holders — while 48 added to existing stakes and 44 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $10.9M. The largest seller was Spinnaker Trust, cutting an estimated $6.33M.

  • 144 institutional investors held JPMorgan BetaBuilders Canada ETF (BBCA) as of Q1 2023, up from 140 in Q4 2022.
  • Funds reported $4.97B of JPMorgan BetaBuilders Canada ETF stock for Q1 2023, up 4.2% quarter-over-quarter.
  • 20 funds opened new JPMorgan BetaBuilders Canada ETF positions in Q1 2023 and 14 closed out, a net change of +6 holders.
  • The largest JPMorgan BetaBuilders Canada ETF buyer in Q1 2023 was JP Morgan Chase, an estimated $10.9M added.
  • The largest JPMorgan BetaBuilders Canada ETF seller in Q1 2023 was Spinnaker Trust, an estimated $6.33M sold.

Based on aggregated 13F filings for Q1 2023.