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JPMorgan BetaBuilders Canada ETF

171 hedge funds and large institutions have $5.88B invested in JPMorgan BetaBuilders Canada ETF in 2024 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 55 increasing their positions, 51 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

669% more call options, than puts

Call options by funds: $100K | Put options by funds: $13K

59% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 17

7% more capital invested

Capital invested by funds: $5.51B → $5.88B (+$367M)

5% more funds holding

Funds holding: 163171 (+8)

8% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 51

0.2% less ownership

Funds ownership: 83.24%83.04% (-0.2%)

Holders
171
Holders Change
+8
Holders Change %
+4.91%
% of All Funds
2.46%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
27
Increased
55
Reduced
51
Closed
17
Calls
$100K
Puts
$13K
Net Calls
+$87K
Net Calls Change
-$233K
Name Holding Trade Value Shares
Change
Change in
Stake
WANY
51
Wealthspire Advisors (New York)
New York
$518K -$44.1K -685 -8%
D.E. Shaw & Co
52
D.E. Shaw & Co
New York
$499K +$144K +2,244 +43%
CFO
53
CVA Family Office
Colorado
$496K
Cambridge Investment Research Advisors
54
Cambridge Investment Research Advisors
Iowa
$484K +$29.7K +462 +7%
TCA
55
Transcend Capital Advisors
New Jersey
$480K -$19.8K -308 -4%
RFS
56
Richardson Financial Services
Massachusetts
$475K -$38.4K -596 -8%
AWS
57
Atria Wealth Solutions
New York
$470K -$26.5K -412 -6%
PHAM
58
Palisades Hudson Asset Management
Florida
$468K +$3.8K +59 +0.8%
IC
59
Inscription Capital
Texas
$465K
Commonwealth Equity Services
60
Commonwealth Equity Services
Massachusetts
$454K +$91.9K +1,428 +27%
Qube Research & Technologies (QRT)
61
Qube Research & Technologies (QRT)
United Kingdom
$437K +$167K +2,594 +66%
FNBT
62
FineMark National Bank & Trust
Florida
$421K
IWA
63
Icon Wealth Advisors
Texas
$421K
GM
64
GeoWealth Management
Illinois
$417K -$301K -4,682 -43%
SFA
65
Source Financial Advisors
New York
$417K -$301K -4,682 -43%
Mariner
66
Mariner
Kansas
$402K +$12.9K +200 +3%
RJT
67
Raymond James Trust
Florida
$400K +$14.9K +232 +4%
S
68
Sunpointe
Missouri
$393K +$72.4K +1,124 +24%
MW
69
Marcum Wealth
Ohio
$391K +$34.6K +538 +10%
MML Investors Services
70
MML Investors Services
Massachusetts
$379K +$9.14K +142 +3%
SFG
71
Sather Financial Group
Texas
$376K +$363K +5,634 New
UWPG
72
Ullmann Wealth Partners Group
Florida
$369K
Mercer Global Advisors
73
Mercer Global Advisors
Colorado
$367K -$322 -5 -0.1%
OA
74
Operose Advisors
Wisconsin
$359K +$346K +5,374 New
Citadel Advisors
75
Citadel Advisors
Florida
$355K -$44K -684 -11%

BBCA Hedge Fund Activity: Q1 2024 in Review

171 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in JPMorgan BetaBuilders Canada ETF (BBCA) for Q1 2024, worth a combined $5.88B — up 6.7% from $5.51B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new BBCA positions and 17 closed out — a net gain of 10 holders — while 55 added to existing stakes and 51 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $128M. The largest seller was Avidian Wealth Enterprises, cutting an estimated $10.1M.

  • 171 institutional investors held JPMorgan BetaBuilders Canada ETF (BBCA) as of Q1 2024, up from 163 in Q4 2023.
  • Funds reported $5.88B of JPMorgan BetaBuilders Canada ETF stock for Q1 2024, up 6.7% quarter-over-quarter.
  • 27 funds opened new JPMorgan BetaBuilders Canada ETF positions in Q1 2024 and 17 closed out, a net change of +10 holders.
  • The largest JPMorgan BetaBuilders Canada ETF buyer in Q1 2024 was JP Morgan Chase, an estimated $128M added.
  • The largest JPMorgan BetaBuilders Canada ETF seller in Q1 2024 was Avidian Wealth Enterprises, an estimated $10.1M sold.

Based on aggregated 13F filings for Q1 2024.