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JPMorgan BetaBuilders Canada ETF

62 hedge funds and large institutions have $2.78B invested in JPMorgan BetaBuilders Canada ETF in 2020 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 20 increasing their positions, 13 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 13

0.05% more ownership

Funds ownership: 47.82%47.87% (+0.05%)

11% less funds holding

Funds holding: 7062 (-8)

21% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 24

27% less capital invested

Capital invested by funds: $3.8B → $2.78B (-$1.02B)

Holders
62
Holders Change
-8
Holders Change %
-11.43%
% of All Funds
1.37%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
19
Increased
20
Reduced
13
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$2.72B -$28.1M -589,032 -0.8%
HighTower Advisors
2
HighTower Advisors
Illinois
$15.4M +$10.8M +226,441 +126%
Citadel Advisors
3
Citadel Advisors
Florida
$9.88M +$12.4M +259,809 New
EPM
4
Elm Partners Management
Pennsylvania
$6.44M -$1.49M -31,182 -16%
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$4.89M
BEC
6
Blue Edge Capital
Virginia
$3.25M +$7.65K +160 +0.2%
RIG
7
Roosevelt Investment Group
New York
$2.94M +$3.7M +77,340 New
Bank of America
8
Bank of America
North Carolina
$1.56M +$1.41M +29,603 +262%
DWT
9
Dorsey & Whitney Trust
South Dakota
$1.33M +$23.5K +492 +1%
CAM
10
Cresset Asset Management
Illinois
$1.01M +$653K +13,661 +106%
APW
11
Acima Private Wealth
Virginia
$835K +$745K +15,583 +244%
FTUS
12
Flow Traders U.S.
New York
$755K +$673K +14,080 +244%
ATC
13
Argent Trust Co
Tennessee
$575K +$723K +15,138 New
APCM
14
Alaska Permanent Capital Management
Alaska
$529K +$99.1K +2,073 +18%
LPL Financial
15
LPL Financial
California
$473K +$24.6K +514 +4%
JMPWA
16
JP Morgan Private Wealth Advisors
California
$465K +$585K +12,237 New
Brown Advisory
17
Brown Advisory
Maryland
$449K +$105K +2,193 +23%
KWA
18
KCS Wealth Advisory
California
$445K +$560K +11,716 New
RJT
19
Raymond James Trust
Florida
$430K +$43.3K +906 +9%
Morgan Stanley
20
Morgan Stanley
New York
$364K -$1.05M -21,953 -70%
Fifth Third Bancorp
21
Fifth Third Bancorp
Ohio
$331K +$274K +5,730 +192%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$330K +$339K +7,085 +449%
HFS
23
Howard Financial Services
Texas
$302K -$68.8K -1,440 -15%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$293K +$368K +7,698 New
SQA
25
Simon Quick Advisors
New Jersey
$287K +$361K +7,562 New

BBCA Hedge Fund Activity: Q1 2020 in Review

62 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in JPMorgan BetaBuilders Canada ETF (BBCA) for Q1 2020, worth a combined $2.78B — down 27% from $3.8B a quarter earlier.

Sellers outnumbered buyers: 24 funds closed out of BBCA and 19 opened new positions — a net loss of 5 holders — while 13 trimmed existing stakes and 20 added.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $12.4M. The largest seller was JP Morgan Chase, cutting an estimated $28.1M.

  • 62 institutional investors held JPMorgan BetaBuilders Canada ETF (BBCA) as of Q1 2020, down from 70 in Q4 2019.
  • Funds reported $2.78B of JPMorgan BetaBuilders Canada ETF stock for Q1 2020, down 27% quarter-over-quarter.
  • 19 funds opened new JPMorgan BetaBuilders Canada ETF positions in Q1 2020 and 24 closed out, a net change of -5 holders.
  • The largest JPMorgan BetaBuilders Canada ETF buyer in Q1 2020 was Citadel Advisors, an estimated $12.4M added.
  • The largest JPMorgan BetaBuilders Canada ETF seller in Q1 2020 was JP Morgan Chase, an estimated $28.1M sold.

Based on aggregated 13F filings for Q1 2020.