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JPMorgan BetaBuilders Canada ETF

140 hedge funds and large institutions have $4.76B invested in JPMorgan BetaBuilders Canada ETF in 2022 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 32 increasing their positions, 44 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 22

8% more funds holding

Funds holding: 130140 (+10)

5% more capital invested

Capital invested by funds: $4.54B → $4.76B (+$219M)

0.38% less ownership

Funds ownership: 84.98%84.6% (-0.38%)

27% less call options, than puts

Call options by funds: $46K | Put options by funds: $63K

27% less repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 44

Holders
140
Holders Change
+10
Holders Change %
+7.69%
% of All Funds
2.25%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
35
Increased
32
Reduced
44
Closed
22
Calls
$46K
Puts
$63K
Net Calls
-$17K
Net Calls Change
-$17K
Name Holding Trade Value Shares
Change
Change in
Stake
VAS
76
Vestmark Advisory Solutions
Massachusetts
$299K -$55.4K -960 -16%
CAG
77
Csenge Advisory Group
Florida
$279K +$57.2K +991 +26%
KAS
78
Kestra Advisory Services
Texas
$272K +$17.7K +307 +7%
BCI
79
Brinker Capital Investments
Pennsylvania
$266K
Creative Planning
80
Creative Planning
Kansas
$261K +$263K +4,551 New
Marshall Wace
81
Marshall Wace
United Kingdom
$235K +$237K +4,100 New
TC
82
TownSquare Capital
Utah
$234K
Commonwealth Equity Services
83
Commonwealth Equity Services
Massachusetts
$220K +$222K +3,846 New
CIA
84
Choate Investment Advisors
Massachusetts
$207K +$209K +3,616 New
Cambridge Investment Research Advisors
85
Cambridge Investment Research Advisors
Iowa
$204K +$206K +3,566 New
HNB
86
Huntington National Bank
Ohio
$202K
OSAM
87
O'Shaughnessy Asset Management
Connecticut
$171K +$172K +2,978 New
TFA
88
Transamerica Financial Advisors
Florida
$146K +$115 +2 +0.1%
SFG
89
Steward Financial Group
Texas
$141K +$143K +2,475 New
SC
90
SouthState Corp
Florida
$121K +$121K +2,105 New
CA
91
Clearstead Advisors
Ohio
$117K
FHA
92
First Horizon Advisors
Tennessee
$95.1K
AA
93
Ancora Advisors
Ohio
$87K +$87.3K +1,514 New
CA
94
Crewe Advisors
Utah
$75.6K -$186K -3,216 -71%
TPCW
95
TD Private Client Wealth
New York
$75.5K
NFSG
96
Newbridge Financial Services Group
Florida
$56.4K
PA
97
Parallel Advisors
California
$55.4K +$750 +13 +1%
IA
98
IFP Advisors
Florida
$49K +$808 +14 +2%
Bessemer Group
99
Bessemer Group
New Jersey
$43K -$25K -433 -37%
Northwestern Mutual Wealth Management
100
Northwestern Mutual Wealth Management
Wisconsin
$37.6K +$32.5K +563 +599%

BBCA Hedge Fund Activity: Q4 2022 in Review

140 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in JPMorgan BetaBuilders Canada ETF (BBCA) for Q4 2022, worth a combined $4.76B — up 4.8% from $4.54B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new BBCA positions and 22 closed out — a net gain of 13 holders — while 32 added to existing stakes and 44 trimmed.

The largest buyer was AssetMark Inc, adding an estimated $9.27M. The largest seller was JP Morgan Chase, cutting an estimated $76.1M.

  • 140 institutional investors held JPMorgan BetaBuilders Canada ETF (BBCA) as of Q4 2022, up from 130 in Q3 2022.
  • Funds reported $4.76B of JPMorgan BetaBuilders Canada ETF stock for Q4 2022, up 4.8% quarter-over-quarter.
  • 35 funds opened new JPMorgan BetaBuilders Canada ETF positions in Q4 2022 and 22 closed out, a net change of +13 holders.
  • The largest JPMorgan BetaBuilders Canada ETF buyer in Q4 2022 was AssetMark Inc, an estimated $9.27M added.
  • The largest JPMorgan BetaBuilders Canada ETF seller in Q4 2022 was JP Morgan Chase, an estimated $76.1M sold.

Based on aggregated 13F filings for Q4 2022.