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JPMorgan BetaBuilders Canada ETF
BBCA

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: 152 → 163 (+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

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$43.2M
2
Ameriprise
Ameriprise
Minnesota
+$32.2M
3
Morgan Stanley
Morgan Stanley
New York
+$4.96M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$2.24M
5
SC
Syon Capital
California
+$2.1M

Top Sellers

Rank Fund Capital Flow
1
Victory Capital Management
Victory Capital Management
Texas
-$18.6M
2
Osaic Holdings
Osaic Holdings
Arizona
-$5.37M
3
Bank of America
Bank of America
North Carolina
-$3.75M
4
HighTower Advisors
HighTower Advisors
Illinois
-$3.15M
5
RBA
Richard Bernstein Advisors
New York
-$2.57M
Name Holding Trade Value Shares
Change 		Change in
Stake
AAP
151
Arax Advisory Partners
Colorado
$1.61K – – –
GEA
152
Glen Eagle Advisors
New Jersey
$1.6K – – –
FWP
153
FAS Wealth Partners
Kansas
$1.41K +$1.3K +22 New
BL
154
BFSG LLC
California
$1.16K +$1.07K +18 New
Bessemer Group
155
Bessemer Group
New Jersey
$1K +$1.01K +17 New
KSWA
156
Kathleen S. Wright Associates
Pennsylvania
$834 +$771 +13 New
EAM
157
Eukles Asset Management
Ohio
$769 +$711 +12 New
VL
158
Vima LLC
Michigan
$769 +$711 +12 New
FAM
159
Family Asset Management
South Carolina
$705 – – –
HF
160
Halpern Financial
Virginia
$633 +$593 +10 New
LFA
161
Livelsberger Financial Advisory
Ohio
$321 +$296 +5 New
AWM
162
Avior Wealth Management
Nebraska
$192 – – –
FGAM
163
Financial Gravity Asset Management
Texas
$128 +$119 +2 New
Victory Capital Management
164
Victory Capital Management
Texas
– -$18.6M -320,163 Closed
ACM
165
Advisors Capital Management
New Jersey
– -$1.27M -21,860 Closed
ST
166
Sageworth Trust
Pennsylvania
– -$1.15M -19,706 Closed
Brown Advisory
167
Brown Advisory
Maryland
– -$994K -17,087 Closed
AP
168
Arlington Partners
Alabama
– -$689K -11,845 Closed
AT
169
Arlington Trust
Alabama
– -$689K -11,845 Closed
UBS AM
170
UBS AM
Illinois
– -$630K -10,836 Closed
Koshinski Asset Management
171
Koshinski Asset Management
Illinois
– -$490K -8,435 Closed
NL
172
Navalign LLC
California
– -$392K -6,737 Closed
AGC
173
Aspen Grove Capital
Colorado
– -$356K -6,114 Closed
Susquehanna International Group
174
Susquehanna International Group
Pennsylvania
– -$258K -4,443 Closed
OA
175
Operose Advisors
Wisconsin
– -$243K -4,174 Closed
4 5 6
7
8

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.