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JPMorgan BetaBuilders Canada ETF

152 hedge funds and large institutions have $4.95B invested in JPMorgan BetaBuilders Canada ETF in 2023 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 41 increasing their positions, 42 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 28

6% more funds holding

Funds holding: 144152 (+8)

1.71% more ownership

Funds ownership: 82.78%84.49% (+1.7%)

1% less capital invested

Capital invested by funds: $5B → $4.95B (-$55.1M)

2% less repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 42

Holders
152
Holders Change
+8
Holders Change %
+5.56%
% of All Funds
2.41%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
36
Increased
41
Reduced
42
Closed
28
Calls
$233K
Puts
Net Calls
+$233K
Net Calls Change
+$552K
Name Holding Trade Value Shares
Change
Change in
Stake
DWT
26
Dorsey & Whitney Trust
South Dakota
$3.22M +$31.1K +513 +0.9%
KP
27
Keel Point
Alabama
$2.6M
Truist Financial
28
Truist Financial
North Carolina
$2.02M +$525K +8,655 +33%
ACA
29
Atlas Capital Advisors
Wyoming
$2M -$1.95M -32,140 -48%
IC
30
Innealta Capital
Texas
$1.98M
Carson Wealth (CWM LLC)
31
Carson Wealth (CWM LLC)
Nebraska
$1.87M -$78.1K -1,289 -4%
Stifel Financial
32
Stifel Financial
Missouri
$1.44M +$121K +1,988 +9%
CAN
33
Cetera Advisor Networks
California
$1.33M +$252K +4,154 +22%
ACM
34
Advisors Capital Management
New Jersey
$1.27M +$1.33M +21,860 New
ST
35
Spinnaker Trust
Maine
$1.25M -$31.2K -514 -2%
ST
36
Sageworth Trust
Pennsylvania
$1.15M
LSAG
37
Lake Street Advisors Group
New Hampshire
$1.05M +$43.8K +722 +4%
APCM
38
Alaska Permanent Capital Management
Alaska
$1.04M -$5.76K -95 -0.5%
Brown Advisory
39
Brown Advisory
Maryland
$994K +$139K +2,289 +15%
Ameriprise
40
Ameriprise
Minnesota
$973K +$161K +2,653 +19%
Comerica Bank
41
Comerica Bank
Texas
$894K +$932K +15,373 New
Bank of New York Mellon
42
Bank of New York Mellon
New York
$873K +$362K +5,967 +66%
HWM
43
HB Wealth Management
Georgia
$813K +$5.64K +93 +0.7%
William Blair & Company
44
William Blair & Company
Illinois
$807K +$563K +9,290 +202%
OIA
45
OneDigital Investment Advisors
Kansas
$741K +$308K +5,079 +66%
KWA
46
KCS Wealth Advisory
California
$708K -$571K -9,414 -44%
AP
47
Arlington Partners
Alabama
$689K
AT
48
Arlington Trust
Alabama
$689K +$718K +11,845 New
ATC
49
Argent Trust Co
Tennessee
$659K
PTC
50
Private Trust Company
Ohio
$654K -$48.4K -799 -7%

BBCA Hedge Fund Activity: Q3 2023 in Review

152 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in JPMorgan BetaBuilders Canada ETF (BBCA) for Q3 2023, worth a combined $4.95B — down 1.1% from $5B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new BBCA positions and 28 closed out — a net gain of 8 holders — while 41 added to existing stakes and 42 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $122M. The largest seller was Jane Street, cutting an estimated $55.9M.

  • 152 institutional investors held JPMorgan BetaBuilders Canada ETF (BBCA) as of Q3 2023, up from 144 in Q2 2023.
  • Funds reported $4.95B of JPMorgan BetaBuilders Canada ETF stock for Q3 2023, down 1.1% quarter-over-quarter.
  • 36 funds opened new JPMorgan BetaBuilders Canada ETF positions in Q3 2023 and 28 closed out, a net change of +8 holders.
  • The largest JPMorgan BetaBuilders Canada ETF buyer in Q3 2023 was JP Morgan Chase, an estimated $122M added.
  • The largest JPMorgan BetaBuilders Canada ETF seller in Q3 2023 was Jane Street, an estimated $55.9M sold.

Based on aggregated 13F filings for Q3 2023.