We are live on ! Find out more
BBCA icon

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
BTI
126
Blue Trust Inc
Georgia
$12K +$8.83K +149 +253%
AWA
127
Alaska Wealth Advisors
Alaska
$11K -$2.79K -47 -22%
TH
128
TCTC Holdings
Texas
$10.8K -$13.2K -223 -57%
AIC
129
Archer Investment Corporation
Indiana
$10.2K
AF
130
Allworth Financial
California
$9.79K +$59 +1 +0.7%
ASN
131
Advisory Services Network
Georgia
$9.3K +$8.6K +145 New
CPG
132
Cornerstone Planning Group
New Jersey
$8.66K +$8K +135 New
SIS
133
Sound Income Strategies
Florida
$8.21K +$7.59K +128 New
S
134
SignatureFD
Georgia
$8.18K
GRP
135
Global Retirement Partners
California
$7.36K
HI
136
Harbour Investments
Wisconsin
$7.33K -$1.48K -25 -18%
First Manhattan
137
First Manhattan
New York
$6.6K
MRCM
138
M&R Capital Management
New Jersey
$5.96K
PP
139
Pacifica Partners
Canada
$5.44K
MFC
140
Morris Financial Concepts
South Carolina
$5.32K
LC
141
Lindbrook Capital
California
$4.23K +$3.91K +66 New
WTC
142
WhitTier Trust Company
Nevada
$4.17K
TFGT
143
TS Financial Group (TSFG)
Illinois
$4K -$1.6K -27 -31%
NP
144
NorthRock Partners
Minnesota
$3.91K +$3.62K +61 New
LF
145
Lee Financial
Texas
$3.46K +$3.2K +54 New
TFA
146
Transamerica Financial Advisors
Florida
$3K -$1.78K -30 -42%
FGA
147
Fortis Group Advisors
New Jersey
$2.95K +$1.36K +23 +100%
SWA
148
SOA Wealth Advisors
New York
$2.24K -$4.21K -71 -67%
Citigroup
149
Citigroup
New York
$1.86K +$1.72K +29 New
CAS
150
Coppell Advisory Solutions
Texas
$1.73K +$1.6K +27 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.