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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
GM
51
GeoWealth Management
Illinois
$649K +$20.6K +339 +3%
SFA
52
Source Financial Advisors
New York
$649K +$20.6K +339 +3%
UBS AM
53
UBS AM
Illinois
$630K +$657K +10,836 New
Wells Fargo
54
Wells Fargo
California
$629K -$213K -3,518 -25%
CAPTRUST Financial Advisors
55
CAPTRUST Financial Advisors
North Carolina
$607K -$39K -644 -6%
Creative Planning
56
Creative Planning
Kansas
$494K +$290K +4,780 +129%
Koshinski Asset Management
57
Koshinski Asset Management
Illinois
$490K +$3.58K +59 +0.7%
TCA
58
Transcend Capital Advisors
New Jersey
$487K +$508K +8,379 New
AWS
59
Atria Wealth Solutions
New York
$439K -$2.85K -47 -0.6%
CFO
60
CVA Family Office
Colorado
$431K
Fidelity Investments
61
Fidelity Investments
Massachusetts
$417K +$91.4K +1,507 +27%
IC
62
Inscription Capital
Texas
$405K -$8.37K -138 -2%
PHAM
63
Palisades Hudson Asset Management
Florida
$401K +$1.64K +27 +0.4%
CA
64
Cetera Advisors
Colorado
$395K +$13.4K +221 +3%
NL
65
Navalign LLC
California
$392K +$408K +6,737 New
MW
66
Marcum Wealth
Ohio
$377K -$26.1K -430 -6%
JMPWA
67
JP Morgan Private Wealth Advisors
California
$375K -$590K -9,728 -60%
FNBT
68
FineMark National Bank & Trust
Florida
$367K
IWP
69
Icon Wealth Partners
Texas
$366K -$31.4K -518 -8%
NA
70
NewEdge Advisors
Louisiana
$359K +$121K +1,990 +48%
Cambridge Investment Research Advisors
71
Cambridge Investment Research Advisors
Iowa
$356K +$371K +6,122 New
AGC
72
Aspen Grove Capital
Colorado
$356K
Bank of Montreal
73
Bank of Montreal
Ontario, Canada
$343K -$350K -5,773 -51%
CFO
74
Custos Family Office
Texas
$327K -$55.3K -913 -14%
Mariner
75
Mariner
Kansas
$327K -$23.8K -392 -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.