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JPMorgan BetaBuilders Canada ETF

60 hedge funds and large institutions have $3.35B invested in JPMorgan BetaBuilders Canada ETF in 2020 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 16 increasing their positions, 18 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more capital invested

Capital invested by funds: $2.78B → $3.35B (+$572M)

0.24% more ownership

Funds ownership: 47.87%48.11% (+0.24%)

3% less funds holding

Funds holding: 6260 (-2)

11% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 18

11% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 18

Holders
60
Holders Change
-2
Holders Change %
-3.23%
% of All Funds
1.23%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
16
Reduced
18
Closed
18
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
$3.27B +$30.6M +718,883 +1%
HighTower Advisors
2
HighTower Advisors
Illinois
$19.9M +$1.51M +35,545 +9%
RIG
3
Roosevelt Investment Group
New York
$10.8M +$6.86M +161,078 +208%
EPM
4
Elm Partners Management
Pennsylvania
$8.67M +$951K +22,322 +13%
ST
5
Spinnaker Trust
Maine
$8.1M +$7.63M +179,199 New
BCI
6
Brinker Capital Investments
Pennsylvania
$6.78M +$6.39M +150,000 New
Carson Wealth (CWM LLC)
7
Carson Wealth (CWM LLC)
Nebraska
$4.89M
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$4.26M +$4.02M +94,287 New
BEC
9
Blue Edge Capital
Virginia
$3.57M -$274K -6,437 -8%
ACA
10
Atlas Capital Advisors
Wyoming
$3.01M +$2.59M +60,801 +1,057%
DWT
11
Dorsey & Whitney Trust
South Dakota
$1.66M +$74K +1,737 +5%
APW
12
Acima Private Wealth
Virginia
$970K -$21.5K -504 -2%
ATC
13
Argent Trust Co
Tennessee
$698K +$12.5K +294 +2%
APCM
14
Alaska Permanent Capital Management
Alaska
$688K +$55.9K +1,312 +9%
KWA
15
KCS Wealth Advisory
California
$685K +$146K +3,438 +29%
LPL Financial
16
LPL Financial
California
$560K -$2.6K -61 -0.5%
UBS Group
17
UBS Group
Switzerland
$521K +$206K +4,826 +72%
RJT
18
Raymond James Trust
Florida
$470K -$38.6K -906 -8%
Stifel Financial
19
Stifel Financial
Missouri
$426K +$401K +9,418 New
JMPWA
20
JP Morgan Private Wealth Advisors
California
$405K -$140K -3,287 -27%
Bank of America
21
Bank of America
North Carolina
$367K -$1.4M -32,796 -80%
HFS
22
Howard Financial Services
Texas
$359K
Morgan Stanley
23
Morgan Stanley
New York
$341K -$87.1K -2,045 -21%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$336K -$11.5K -270 -4%
PHAM
25
Palisades Hudson Asset Management
Florida
$330K +$2.21K +52 +0.7%

BBCA Hedge Fund Activity: Q2 2020 in Review

60 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in JPMorgan BetaBuilders Canada ETF (BBCA) for Q2 2020, worth a combined $3.35B — up 21% from $2.78B a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of BBCA and 16 opened new positions — a net loss of 2 holders — while 18 trimmed existing stakes and 16 added.

The largest buyer was JP Morgan Chase, adding an estimated $30.6M. The largest seller was Citadel Advisors, exiting entirely with an estimated $9.88M sold.

  • 60 institutional investors held JPMorgan BetaBuilders Canada ETF (BBCA) as of Q2 2020, down from 62 in Q1 2020.
  • Funds reported $3.35B of JPMorgan BetaBuilders Canada ETF stock for Q2 2020, up 21% quarter-over-quarter.
  • 16 funds opened new JPMorgan BetaBuilders Canada ETF positions in Q2 2020 and 18 closed out, a net change of -2 holders.
  • The largest JPMorgan BetaBuilders Canada ETF buyer in Q2 2020 was JP Morgan Chase, an estimated $30.6M added.
  • The largest JPMorgan BetaBuilders Canada ETF seller in Q2 2020 was Citadel Advisors, an estimated $9.88M sold.

Based on aggregated 13F filings for Q2 2020.