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JPMorgan BetaBuilders Canada ETF

176 hedge funds and large institutions have $5.8B invested in JPMorgan BetaBuilders Canada ETF in 2024 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 47 increasing their positions, 55 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 23

3% more funds holding

Funds holding: 171176 (+5)

1% less capital invested

Capital invested by funds: $5.88B → $5.8B (-$76.6M)

1.42% less ownership

Funds ownership: 83.04%81.62% (-1.4%)

15% less repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 55

Holders
176
Holders Change
+5
Holders Change %
+2.92%
% of All Funds
2.54%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
30
Increased
47
Reduced
55
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
26
Osaic Holdings
Arizona
$2.98M -$389K -5,920 -11%
KP
27
Keel Point
Alabama
$2.92M
KWM
28
Kingsview Wealth Management
Oregon
$2.78M +$2.81M +42,826 New
Carson Wealth (CWM LLC)
29
Carson Wealth (CWM LLC)
Nebraska
$2.38M -$478K -7,285 -17%
CL
30
Choreo LLC
Illinois
$2.19M +$2.22M +33,817 New
Stifel Financial
31
Stifel Financial
Missouri
$1.73M -$38.1K -580 -2%
LSAG
32
Lake Street Advisors Group
New Hampshire
$1.67M
Comerica Bank
33
Comerica Bank
Texas
$1.55M +$155K +2,368 +11%
IC
34
Innealta Capital
Texas
$1.38M -$2.98M -45,456 -68%
Truist Financial
35
Truist Financial
North Carolina
$1.36M -$33.7K -513 -2%
ST
36
Spinnaker Trust
Maine
$1.34M -$24.2K -369 -2%
Bank of Montreal
37
Bank of Montreal
Ontario, Canada
$1.32M +$34.5K +525 +3%
APCM
38
Alaska Permanent Capital Management
Alaska
$1.21M
Rockefeller Capital Management
39
Rockefeller Capital Management
New York
$1.12M -$514K -7,831 -31%
OIA
40
OneDigital Investment Advisors
Kansas
$1.05M -$172K -2,617 -14%
William Blair & Company
41
William Blair & Company
Illinois
$1.02M +$75.6K +1,151 +8%
HWM
42
HB Wealth Management
Georgia
$926K +$6.17K +94 +0.7%
SA
43
Sanctuary Advisors
Indiana
$899K +$900K +13,708 New
SC
44
Syon Capital
California
$889K +$22.5K +342 +3%
QCG
45
Quadrant Capital Group
Ohio
$793K +$456K +6,950 +132%
Fidelity Investments
46
Fidelity Investments
Massachusetts
$785K +$43.7K +665 +6%
Bank of New York Mellon
47
Bank of New York Mellon
New York
$715K -$404K -6,154 -36%
SC
48
Sapient Capital
Indiana
$698K -$33.7K -513 -5%
ATC
49
Argent Trust Co
Tennessee
$687K +$854 +13 +0.1%
PTC
50
Private Trust Company
Ohio
$658K +$18K +274 +3%

BBCA Hedge Fund Activity: Q2 2024 in Review

176 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in JPMorgan BetaBuilders Canada ETF (BBCA) for Q2 2024, worth a combined $5.8B — down 1.3% from $5.88B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new BBCA positions and 23 closed out — a net gain of 7 holders — while 47 added to existing stakes and 55 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $99.2M. The largest seller was Royal Bank of Canada, cutting an estimated $8.6M.

  • 176 institutional investors held JPMorgan BetaBuilders Canada ETF (BBCA) as of Q2 2024, up from 171 in Q1 2024.
  • Funds reported $5.8B of JPMorgan BetaBuilders Canada ETF stock for Q2 2024, down 1.3% quarter-over-quarter.
  • 30 funds opened new JPMorgan BetaBuilders Canada ETF positions in Q2 2024 and 23 closed out, a net change of +7 holders.
  • The largest JPMorgan BetaBuilders Canada ETF buyer in Q2 2024 was JP Morgan Chase, an estimated $99.2M added.
  • The largest JPMorgan BetaBuilders Canada ETF seller in Q2 2024 was Royal Bank of Canada, an estimated $8.6M sold.

Based on aggregated 13F filings for Q2 2024.