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JPMorgan BetaBuilders Canada ETF

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: 152163 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
BBHC
101
Brown Brothers Harriman & Co
New York
$74.1K +$68.5K +1,156 New
SPIA
102
Steward Partners Investment Advisory
New York
$66.8K +$25.9K +437 +72%
WIA
103
Wetzel Investment Advisors
Indiana
$60K +$55.7K +939 New
TPCW
104
TD Private Client Wealth
New York
$49.3K -$30.8K -520 -40%
CMBA
105
C.M. Bidwell & Associates
Hawaii
$41.4K
PMFA
106
Plante Moran Financial Advisors
Michigan
$40.3K +$37.3K +629 New
PS
107
Principal Securities
Iowa
$36K +$33.3K +561 New
Northwestern Mutual Wealth Management
108
Northwestern Mutual Wealth Management
Wisconsin
$35.5K +$830 +14 +3%
FWA
109
FSC Wealth Advisors
New York
$35.2K
TIM
110
Tortoise Investment Management
New York
$34.2K
WB
111
Webster Bank
Connecticut
$33.3K +$30.8K +519 New
AF
112
Advisornet Financial
Minnesota
$31.7K
CA
113
Crewe Advisors
Utah
$30.9K
CFB
114
Cullen/Frost Bankers
Texas
$27.7K +$25.6K +431 +43,100%
VWM
115
Venturi Wealth Management
Texas
$23.7K -$2.02K -34 -8%
National Bank of Canada
116
National Bank of Canada
Quebec, Canada
$22.1K
SWS
117
SYSTM Wealth Solutions
Illinois
$18K +$16.7K +281 New
FHA
118
First Horizon Advisors
Tennessee
$18K +$12.6K +212 +312%
MPWT
119
MassMutual Private Wealth & Trust
Connecticut
$18K -$96.5K -1,628 -85%
CSWM
120
Cassady Schiller Wealth Management
Ohio
$15.6K
SWM
121
Spire Wealth Management
Virginia
$15.2K
APW
122
Acima Private Wealth
Virginia
$13.3K +$4.09K +69 +50%
GI
123
Gradient Investments
Minnesota
$13.1K +$10.7K +181 +754%
Simplex Trading
124
Simplex Trading
Illinois
$13K +$12.4K +209 New
PO
125
Private Ocean
California
$12.8K +$11.9K +200 New

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.