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JPMorgan BetaBuilders Canada ETF

176 hedge funds and large institutions have $5.8B invested in JPMorgan BetaBuilders Canada ETF in 2024 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 47 increasing their positions, 55 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 23

3% more funds holding

Funds holding: 171176 (+5)

1% less capital invested

Capital invested by funds: $5.88B → $5.8B (-$76.6M)

1.42% less ownership

Funds ownership: 83.04%81.62% (-1.4%)

15% less repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 55

Holders
176
Holders Change
+5
Holders Change %
+2.92%
% of All Funds
2.54%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
30
Increased
47
Reduced
55
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AI
51
Atria Investments
North Carolina
$595K +$601K +9,156 New
AWE
52
Avidian Wealth Enterprises
Texas
$545K +$3.41K +52 +0.6%
Marshall Wace
53
Marshall Wace
United Kingdom
$543K +$549K +8,365 New
Koshinski Asset Management
54
Koshinski Asset Management
Illinois
$528K +$527K +8,031 New
Mariner
55
Mariner
Kansas
$488K +$97.5K +1,485 +25%
Cambridge Investment Research Advisors
56
Cambridge Investment Research Advisors
Iowa
$486K +$16.3K +248 +3%
RFS
57
Richardson Financial Services
Massachusetts
$479K +$16.8K +256 +4%
HF
58
HRT Financial
New York
$465K +$471K +7,171 New
TCA
59
Transcend Capital Advisors
New Jersey
$460K -$6.3K -96 -1%
PHAM
60
Palisades Hudson Asset Management
Florida
$458K +$2.43K +37 +0.5%
IC
61
Inscription Capital
Texas
$452K
AWS
62
Atria Wealth Solutions
New York
$448K -$9.78K -149 -2%
Commonwealth Equity Services
63
Commonwealth Equity Services
Massachusetts
$434K -$8.01K -122 -2%
S
64
Sunpointe
Missouri
$427K +$45.1K +687 +12%
GM
65
GeoWealth Management
Illinois
$411K +$5.78K +88 +1%
SFA
66
Source Financial Advisors
New York
$411K +$5.78K +88 +1%
FNBT
67
FineMark National Bank & Trust
Florida
$410K
WANY
68
Wealthspire Advisors (New York)
New York
$403K -$101K -1,541 -20%
RJT
69
Raymond James Trust
Florida
$389K
MML Investors Services
70
MML Investors Services
Massachusetts
$372K +$3.68K +56 +1%
MW
71
Marcum Wealth
Ohio
$368K -$12.6K -192 -3%
SFG
72
Sather Financial Group
Texas
$366K
UWPG
73
Ullmann Wealth Partners Group
Florida
$359K
OA
74
Operose Advisors
Wisconsin
$349K
KPWS
75
Kestra Private Wealth Services
Texas
$347K +$3.22K +49 +0.9%

BBCA Hedge Fund Activity: Q2 2024 in Review

176 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in JPMorgan BetaBuilders Canada ETF (BBCA) for Q2 2024, worth a combined $5.8B — down 1.3% from $5.88B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new BBCA positions and 23 closed out — a net gain of 7 holders — while 47 added to existing stakes and 55 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $99.2M. The largest seller was Royal Bank of Canada, cutting an estimated $8.6M.

  • 176 institutional investors held JPMorgan BetaBuilders Canada ETF (BBCA) as of Q2 2024, up from 171 in Q1 2024.
  • Funds reported $5.8B of JPMorgan BetaBuilders Canada ETF stock for Q2 2024, down 1.3% quarter-over-quarter.
  • 30 funds opened new JPMorgan BetaBuilders Canada ETF positions in Q2 2024 and 23 closed out, a net change of +7 holders.
  • The largest JPMorgan BetaBuilders Canada ETF buyer in Q2 2024 was JP Morgan Chase, an estimated $99.2M added.
  • The largest JPMorgan BetaBuilders Canada ETF seller in Q2 2024 was Royal Bank of Canada, an estimated $8.6M sold.

Based on aggregated 13F filings for Q2 2024.