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JPMorgan BetaBuilders Canada ETF

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: 140144 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
51
Ameriprise
Minnesota
$532K -$27.7K -463 -5%
OIA
52
OneDigital Investment Advisors
Kansas
$511K +$112K +1,865 +28%
Koshinski Asset Management
53
Koshinski Asset Management
Illinois
$498K +$4.43K +74 +0.9%
AWS
54
Atria Wealth Solutions
New York
$485K -$25.3K -423 -5%
Mercer Global Advisors
55
Mercer Global Advisors
Colorado
$447K +$17.2K +287 +4%
CFO
56
CVA Family Office
Colorado
$442K
IWP
57
Icon Wealth Partners
Texas
$427K +$429K +7,168 New
IC
58
Inscription Capital
Texas
$422K
MW
59
Marcum Wealth
Ohio
$419K +$53.6K +896 +15%
Rockefeller Capital Management
60
Rockefeller Capital Management
New York
$410K -$119K -1,992 -22%
PHAM
61
Palisades Hudson Asset Management
Florida
$407K +$898 +15 +0.2%
CA
62
Cetera Advisors
Colorado
$390K -$32.2K -538 -8%
Mariner
63
Mariner
Kansas
$379K +$12.8K +214 +3%
FNBT
64
FineMark National Bank & Trust
Florida
$375K
TFCP
65
Twin Focus Capital Partners
Massachusetts
$369K
BTWM
66
Baker Tilly Wealth Management
Wisconsin
$365K +$366K +6,124 New
AGC
67
Aspen Grove Capital
Colorado
$364K
Fidelity Investments
68
Fidelity Investments
Massachusetts
$357K +$8.74K +146 +2%
WS
69
Wedbush Securities
California
$330K +$16.9K +283 +5%
UWPG
70
Ullmann Wealth Partners Group
Florida
$329K
William Blair & Company
71
William Blair & Company
Illinois
$306K -$18.1K -302 -6%
SC
72
Scotia Capital
Ontario, Canada
$299K -$429K -7,177 -59%
TFA
73
Transamerica Financial Advisors
Florida
$290K +$139K +2,315 +91%
CAG
74
Csenge Advisory Group
Florida
$288K -$1.74K -29 -0.6%
Wells Fargo
75
Wells Fargo
California
$286K -$51.7K -864 -15%

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.