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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

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

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
RWB
176
RMR Wealth Builders
New Jersey
– -$210K -3,612 Closed
CIA
177
Choate Investment Advisors
Massachusetts
– -$146K -2,506 Closed
JFGIW
178
Johnson Financial Group Inc (Wisconsin)
Wisconsin
– -$91.8K -1,578 Closed
CBT
179
Central Bank & Trust
Kentucky
– -$74.8K -1,287 Closed
NC
180
NewSquare Capital
Pennsylvania
– -$20.6K -355 Closed
BAAM
181
Baker Avenue Asset Management
California
– -$19.1K -329 Closed
KFS
182
Kelly Financial Services
Massachusetts
– -$18.3K -315 Closed
IPW
183
Impact Partnership Wealth
Georgia
– -$14.3K -246 Closed
BWS
184
Buck Wealth Strategies
Colorado
– -$12.6K -217 Closed
MHR
185
Matthew Hamilton Rosenberg
– -$8.08K -139 Closed
RIA
186
Realta Investment Advisors
Delaware
– -$4.71K -77 Closed
NSIM
187
North Star Investment Management
Illinois
– -$3.9K -67 Closed
TFA
188
Toth Financial Advisory
Virginia
– -$2.79K -48 Closed
WWM
189
Wolff Wiese Magana
California
– -$2.67K -46 Closed
IFAM
190
Institutional & Family Asset Management
Colorado
– -$1.51K -26 Closed
AWM
191
Abound Wealth Management
Tennessee
– -$59 -1 Closed
CAL
192
Capital Advisors Ltd
Ohio
– +$237 +4 New
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.