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JPMorgan BetaBuilders Canada ETF

144 hedge funds and large institutions have $5B invested in JPMorgan BetaBuilders Canada ETF in 2023 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 48 increasing their positions, 45 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 45

1% more capital invested

Capital invested by funds: $4.97B → $5B (+$34.4M)

0% more funds holding

Funds holding: 144144 (0)

0% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 20

4.16% less ownership

Funds ownership: 86.94%82.78% (-4.2%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $319K

Holders
144
Holders Change
Holders Change %
0%
% of All Funds
2.26%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
20
Increased
48
Reduced
45
Closed
20
Calls
Puts
$319K
Net Calls
-$319K
Net Calls Change
-$2.12M
Name Holding Trade Value Shares
Change
Change in
Stake
SFA
51
Source Financial Advisors
New York
$662K -$3.33K -55 -0.5%
GM
52
GeoWealth Management
Illinois
$662K -$3.33K -55 -0.5%
Marshall Wace
53
Marshall Wace
United Kingdom
$651K +$37.6K +621 +6%
Bank of New York Mellon
54
Bank of New York Mellon
New York
$555K -$62.1K -1,026 -10%
Koshinski Asset Management
55
Koshinski Asset Management
Illinois
$513K +$303 +5 +0.1%
OIA
56
OneDigital Investment Advisors
Kansas
$469K -$55.8K -921 -11%
AWS
57
Atria Wealth Solutions
New York
$465K -$33.2K -548 -7%
CFO
58
CVA Family Office
Colorado
$455K
Rockefeller Capital Management
59
Rockefeller Capital Management
New York
$439K +$16.8K +278 +4%
IC
60
Inscription Capital
Texas
$435K
Mercer Global Advisors
61
Mercer Global Advisors
Colorado
$432K -$40.9K -675 -9%
MW
62
Marcum Wealth
Ohio
$423K -$8.11K -134 -2%
PHAM
63
Palisades Hudson Asset Management
Florida
$421K +$1.76K +29 +0.4%
IWP
64
Icon Wealth Partners
Texas
$418K -$21.1K -348 -5%
PNC Financial Services Group
65
PNC Financial Services Group
Pennsylvania
$406K +$112K +1,856 +39%
CA
66
Cetera Advisors
Colorado
$403K +$1.15K +19 +0.3%
CFO
67
Custos Family Office
Texas
$401K +$396K +6,542 New
FNBT
68
FineMark National Bank & Trust
Florida
$386K
TFCP
69
Twin Focus Capital Partners
Massachusetts
$380K
BTWM
70
Baker Tilly Wealth Management
Wisconsin
$378K +$3.15K +52 +0.8%
AGC
71
Aspen Grove Capital
Colorado
$375K
Mariner
72
Mariner
Kansas
$369K -$20.8K -344 -5%
RJT
73
Raymond James Trust
Florida
$350K +$346K +5,721 New
Fidelity Investments
74
Fidelity Investments
Massachusetts
$347K -$20K -331 -6%
CAM
75
Cresset Asset Management
Illinois
$344K -$1.29M -21,362 -79%

BBCA Hedge Fund Activity: Q2 2023 in Review

144 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in JPMorgan BetaBuilders Canada ETF (BBCA) for Q2 2023, worth a combined $5B — up 0.69% from $4.97B a quarter earlier.

Fund positioning in BBCA was balanced in Q2 2023: 20 funds opened new positions, 20 closed out, 48 added to existing stakes and 45 trimmed.

The largest buyer was Jane Street, adding an estimated $53.3M. The largest seller was JP Morgan Chase, cutting an estimated $177M.

  • 144 institutional investors held JPMorgan BetaBuilders Canada ETF (BBCA) as of Q2 2023, unchanged from Q1 2023.
  • Funds reported $5B of JPMorgan BetaBuilders Canada ETF stock for Q2 2023, up 0.69% quarter-over-quarter.
  • 20 funds opened new JPMorgan BetaBuilders Canada ETF positions in Q2 2023 and 20 closed out, a net change of 0 holders.
  • The largest JPMorgan BetaBuilders Canada ETF buyer in Q2 2023 was Jane Street, an estimated $53.3M added.
  • The largest JPMorgan BetaBuilders Canada ETF seller in Q2 2023 was JP Morgan Chase, an estimated $177M sold.

Based on aggregated 13F filings for Q2 2023.