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JPMorgan BetaBuilders Canada ETF
BBCA

163 hedge funds and large institutions have $5.51B invested in JPMorgan BetaBuilders Canada ETF in 2023 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 44 increasing their positions, 45 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,462% more call options, than puts

Call options by funds: $333K | Put options by funds: $13K

55% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 29

11% more capital invested

Capital invested by funds: $4.95B → $5.51B (+$563M)

7% more funds holding

Funds holding: 152 → 163 (+11)

2% less repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 45

1.25% less ownership

Funds ownership: 84.49% → 83.24% (-1.2%)

Holders
163
Holders Change
+11
Holders Change %
+7.24%
% of All Funds
2.38%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
45
Increased
44
Reduced
45
Closed
29
Calls
$333K
Puts
$13K
Net Calls
+$320K
Net Calls Change
+$87K

Top Buyers

1
JP Morgan Chase
JP Morgan Chase
New York
+$43.2M
2
Ameriprise
Ameriprise
Minnesota
+$32.2M
3
Morgan Stanley
Morgan Stanley
New York
+$4.96M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$2.24M
5
SC
Syon Capital
California
+$2.1M

Top Sellers

1
Victory Capital Management
Victory Capital Management
Texas
-$18.6M
2
Osaic Holdings
Osaic Holdings
Arizona
-$5.37M
3
Bank of America
Bank of America
North Carolina
-$3.75M
4
HighTower Advisors
HighTower Advisors
Illinois
-$3.15M
5
RBA
Richard Bernstein Advisors
New York
-$2.57M
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of Montreal
51
Bank of Montreal
Ontario, Canada
$545K +$173K +2,926 +53%
WANY
52
Wealthspire Advisors (New York)
New York
$541K +$500K +8,434 New
CIBC Private Wealth Group
53
CIBC Private Wealth Group
Georgia
$531K +$491K +8,278 New
RFS
54
Richardson Financial Services
Massachusetts
$494K +$457K +7,712 New
TCA
55
Transcend Capital Advisors
New Jersey
$480K -$53K -894 -11%
AWS
56
Atria Wealth Solutions
New York
$478K -$5.51K -93 -1%
CFO
57
CVA Family Office
Colorado
$476K – – –
CA
58
Cetera Advisors
Colorado
$450K +$13.5K +228 +3%
IC
59
Inscription Capital
Texas
$446K – – –
PHAM
60
Palisades Hudson Asset Management
Florida
$445K +$2.85K +48 +0.7%
FAIM
61
Financial Advocates Investment Management
Washington
$436K +$423K +7,130 New
Cambridge Investment Research Advisors
62
Cambridge Investment Research Advisors
Iowa
$434K +$38.8K +654 +11%
NA
63
NewEdge Advisors
Louisiana
$416K +$19.3K +326 +5%
FNBT
64
FineMark National Bank & Trust
Florida
$404K – – –
IWA
65
Icon Wealth Advisors
Texas
$404K +$374K +6,302 New
SC
66
Scotia Capital
Ontario, Canada
$395K +$74.7K +1,260 +26%
Citadel Advisors
67
Citadel Advisors
Florida
$385K +$152K +2,572 +75%
Mariner
68
Mariner
Kansas
$373K +$11.4K +192 +3%
RJT
69
Raymond James Trust
Florida
$369K +$24.3K +410 +8%
UWPG
70
Ullmann Wealth Partners Group
Florida
$354K – – –
MML Investors Services
71
MML Investors Services
Massachusetts
$354K +$327K +5,524 New
Mercer Global Advisors
72
Mercer Global Advisors
Colorado
$353K +$326K +5,500 New
CFO
73
Custos Family Office
Texas
$345K -$14.4K -243 -4%
Commonwealth Equity Services
74
Commonwealth Equity Services
Massachusetts
$344K +$95.2K +1,606 +43%
MW
75
Marcum Wealth
Ohio
$341K -$69.2K -1,168 -18%
1 2
3
4 5

BBCA Hedge Fund Activity: Q4 2023 in Review

163 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in JPMorgan BetaBuilders Canada ETF (BBCA) for Q4 2023, worth a combined $5.51B — up 11% from $4.95B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new BBCA positions and 29 closed out — a net gain of 16 holders — while 44 added to existing stakes and 45 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $43.2M. The largest seller was Victory Capital Management, exiting entirely with an estimated $18.6M sold.

  • 163 institutional investors held JPMorgan BetaBuilders Canada ETF (BBCA) as of Q4 2023, up from 152 in Q3 2023.
  • Funds reported $5.51B of JPMorgan BetaBuilders Canada ETF stock for Q4 2023, up 11% quarter-over-quarter.
  • 45 funds opened new JPMorgan BetaBuilders Canada ETF positions in Q4 2023 and 29 closed out, a net change of +16 holders.
  • The largest JPMorgan BetaBuilders Canada ETF buyer in Q4 2023 was JP Morgan Chase, an estimated $43.2M added.
  • The largest JPMorgan BetaBuilders Canada ETF seller in Q4 2023 was Victory Capital Management, an estimated $18.6M sold.

Based on aggregated 13F filings for Q4 2023.