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JPMorgan BetaBuilders Canada ETF

171 hedge funds and large institutions have $5.88B invested in JPMorgan BetaBuilders Canada ETF in 2024 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 55 increasing their positions, 51 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

669% more call options, than puts

Call options by funds: $100K | Put options by funds: $13K

59% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 17

7% more capital invested

Capital invested by funds: $5.51B → $5.88B (+$367M)

5% more funds holding

Funds holding: 163171 (+8)

8% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 51

0.2% less ownership

Funds ownership: 83.24%83.04% (-0.2%)

Holders
171
Holders Change
+8
Holders Change %
+4.91%
% of All Funds
2.46%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
27
Increased
55
Reduced
51
Closed
17
Calls
$100K
Puts
$13K
Net Calls
+$87K
Net Calls Change
-$233K
Name Holding Trade Value Shares
Change
Change in
Stake
ACA
26
Atlas Capital Advisors
Wyoming
$3.18M +$403K +6,254 +15%
BlackRock
27
BlackRock
New York
$3.06M -$1.42M -22,033 -32%
Carson Wealth (CWM LLC)
28
Carson Wealth (CWM LLC)
Nebraska
$2.94M -$5.41K -84 -0.2%
KP
29
Keel Point
Alabama
$2.9M
Stifel Financial
30
Stifel Financial
Missouri
$1.82M -$69.7K -1,083 -4%
LSAG
31
Lake Street Advisors Group
New Hampshire
$1.72M +$417K +6,471 +34%
Rockefeller Capital Management
32
Rockefeller Capital Management
New York
$1.68M +$1.61M +25,072 New
Comerica Bank
33
Comerica Bank
Texas
$1.44M -$1.36M -21,114 -50%
Truist Financial
34
Truist Financial
North Carolina
$1.43M -$833K -12,938 -38%
ST
35
Spinnaker Trust
Maine
$1.4M -$13.1K -203 -1%
CAN
36
Cetera Advisor Networks
California
$1.38M -$135K -2,095 -9%
Bank of Montreal
37
Bank of Montreal
Ontario, Canada
$1.31M +$719K +11,165 +132%
OIA
38
OneDigital Investment Advisors
Kansas
$1.25M +$125K +1,939 +12%
APCM
39
Alaska Permanent Capital Management
Alaska
$1.25M +$42.1K +654 +4%
CA
40
Cetera Advisors
Colorado
$1.24M +$739K +11,481 +164%
Bank of New York Mellon
41
Bank of New York Mellon
New York
$1.15M +$277K +4,310 +34%
William Blair & Company
42
William Blair & Company
Illinois
$970K +$25.4K +395 +3%
HWM
43
HB Wealth Management
Georgia
$946K +$3.22K +50 +0.4%
SC
44
Syon Capital
California
$892K -$1.43M -22,161 -62%
Fidelity Investments
45
Fidelity Investments
Massachusetts
$763K +$169K +2,632 +30%
SC
46
Sapient Capital
Indiana
$752K -$99K -1,538 -12%
Northern Trust
47
Northern Trust
Illinois
$747K +$720K +11,185 New
ATC
48
Argent Trust Co
Tennessee
$706K -$13.5K -210 -2%
PTC
49
Private Trust Company
Ohio
$658K -$84.8K -1,318 -12%
AWE
50
Avidian Wealth Enterprises
Texas
$556K -$10.1M -157,443 -95%

BBCA Hedge Fund Activity: Q1 2024 in Review

171 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in JPMorgan BetaBuilders Canada ETF (BBCA) for Q1 2024, worth a combined $5.88B — up 6.7% from $5.51B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new BBCA positions and 17 closed out — a net gain of 10 holders — while 55 added to existing stakes and 51 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $128M. The largest seller was Avidian Wealth Enterprises, cutting an estimated $10.1M.

  • 171 institutional investors held JPMorgan BetaBuilders Canada ETF (BBCA) as of Q1 2024, up from 163 in Q4 2023.
  • Funds reported $5.88B of JPMorgan BetaBuilders Canada ETF stock for Q1 2024, up 6.7% quarter-over-quarter.
  • 27 funds opened new JPMorgan BetaBuilders Canada ETF positions in Q1 2024 and 17 closed out, a net change of +10 holders.
  • The largest JPMorgan BetaBuilders Canada ETF buyer in Q1 2024 was JP Morgan Chase, an estimated $128M added.
  • The largest JPMorgan BetaBuilders Canada ETF seller in Q1 2024 was Avidian Wealth Enterprises, an estimated $10.1M sold.

Based on aggregated 13F filings for Q1 2024.