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JPMorgan BetaBuilders Canada ETF
BBCA

70 hedge funds and large institutions have $3.8B invested in JPMorgan BetaBuilders Canada ETF in 2019 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 16 increasing their positions, 18 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 12

25% more funds holding

Funds holding: 56 → 70 (+14)

4% more capital invested

Capital invested by funds: $3.66B → $3.8B (+$137M)

0.35% less ownership

Funds ownership: 48.17% → 47.82% (-0.35%)

11% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 18

Holders
70
Holders Change
+14
Holders Change %
+25%
% of All Funds
1.38%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
26
Increased
16
Reduced
18
Closed
12
Calls
$7K
Puts
–
Net Calls
+$7K
Net Calls Change
+$7K

Top Buyers

1
ACA
Atlas Capital Advisors
Wyoming
+$1.44M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.33M
3
EPM
Elm Partners Management
Pennsylvania
+$1.28M
4
UBS Group
UBS Group
Switzerland
+$569K
5
DWT
Dorsey & Whitney Trust
South Dakota
+$500K

Top Sellers

1
UBS AM
UBS AM
Illinois
-$8.1M
2
Northern Trust
Northern Trust
Illinois
-$1.61M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.44M
4
Morgan Stanley
Morgan Stanley
New York
-$1.23M
5
JP Morgan Chase
JP Morgan Chase
New York
-$1.12M
Name Holding Trade Value Shares
Change 		Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$3.75B -$1.12M -22,173 -0%
EPM
2
Elm Partners Management
Pennsylvania
$10M +$1.28M +25,227 +14%
HighTower Advisors
3
HighTower Advisors
Illinois
$9.32M +$481K +9,520 +6%
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$4.89M – – –
BEC
5
Blue Edge Capital
Virginia
$4.43M +$199K +3,932 +5%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$2.23M +$1.33M +26,364 +159%
ACA
7
Atlas Capital Advisors
Wyoming
$1.89M +$1.44M +28,495 +364%
DWT
8
Dorsey & Whitney Trust
South Dakota
$1.8M +$500K +9,894 +40%
UBS Group
9
UBS Group
Switzerland
$1.71M +$569K +11,261 +52%
Morgan Stanley
10
Morgan Stanley
New York
$1.64M -$1.23M -24,312 -44%
PHAM
11
Palisades Hudson Asset Management
Florida
$857K -$7.18K -142 -0.9%
CAM
12
Cresset Asset Management
Illinois
$669K -$172K -3,408 -21%
LPL Financial
13
LPL Financial
California
$621K +$230K +4,551 +62%
APCM
14
Alaska Permanent Capital Management
Alaska
$616K – – –
Bank of America
15
Bank of America
North Carolina
$589K +$233K +4,599 +68%
RJT
16
Raymond James Trust
Florida
$541K -$260K -5,137 -33%
Brown Advisory
17
Brown Advisory
Maryland
$500K +$486K +9,611 New
HFS
18
Howard Financial Services
Texas
$488K – – –
IWM
19
IHT Wealth Management
Illinois
$393K +$383K +7,564 New
EWA
20
Evolution Wealth Advisors
Florida
$377K +$367K +7,252 New
APW
21
Acima Private Wealth
Virginia
$332K +$33.3K +658 +12%
CS
22
Cannell & Spears
New York
$323K +$314K +6,215 New
CIBC Private Wealth Group
23
CIBC Private Wealth Group
Georgia
$316K -$10.6K -209 -3%
CA
24
Cetera Advisors
Colorado
$312K -$34.5K -682 -10%
FTUS
25
Flow Traders U.S.
New York
$300K -$168K -3,320 -36%
1
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BBCA Hedge Fund Activity: Q4 2019 in Review

70 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in JPMorgan BetaBuilders Canada ETF (BBCA) for Q4 2019, worth a combined $3.8B — up 3.7% from $3.66B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new BBCA positions and 12 closed out — a net gain of 14 holders — while 16 added to existing stakes and 18 trimmed.

The largest buyer was Atlas Capital Advisors, adding an estimated $1.44M. The largest seller was UBS AM, exiting entirely with an estimated $8.1M sold.

  • 70 institutional investors held JPMorgan BetaBuilders Canada ETF (BBCA) as of Q4 2019, up from 56 in Q3 2019.
  • Funds reported $3.8B of JPMorgan BetaBuilders Canada ETF stock for Q4 2019, up 3.7% quarter-over-quarter.
  • 26 funds opened new JPMorgan BetaBuilders Canada ETF positions in Q4 2019 and 12 closed out, a net change of +14 holders.
  • The largest JPMorgan BetaBuilders Canada ETF buyer in Q4 2019 was Atlas Capital Advisors, an estimated $1.44M added.
  • The largest JPMorgan BetaBuilders Canada ETF seller in Q4 2019 was UBS AM, an estimated $8.1M sold.

Based on aggregated 13F filings for Q4 2019.