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JPMorgan BetaBuilders Canada ETF

78 hedge funds and large institutions have $4.62B invested in JPMorgan BetaBuilders Canada ETF in 2021 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 22 increasing their positions, 15 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 15

39% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 18

13% more capital invested

Capital invested by funds: $4.09B → $4.62B (+$529M)

8% more funds holding

Funds holding: 7278 (+6)

0.35% less ownership

Funds ownership: 47.6%47.26% (-0.35%)

Holders
78
Holders Change
+6
Holders Change %
+8.33%
% of All Funds
1.37%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
25
Increased
22
Reduced
15
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
$4.46B +$118M +2,075,820 +3%
AssetMark Inc
2
AssetMark Inc
California
$36M -$1.45M -25,554 -4%
Victory Capital Management
3
Victory Capital Management
Texas
$29.3M +$28.3M +496,296 New
EPM
4
Elm Partners Management
Pennsylvania
$15.4M +$2.52M +44,194 +20%
Citadel Advisors
5
Citadel Advisors
Florida
$15.2M +$6.58M +115,555 +82%
ST
6
Spinnaker Trust
Maine
$10.7M +$73.9K +1,299 +0.7%
ACA
7
Atlas Capital Advisors
Wyoming
$4.95M +$3.68M +64,714 +340%
Carson Wealth (CWM LLC)
8
Carson Wealth (CWM LLC)
Nebraska
$4.89M
BEC
9
Blue Edge Capital
Virginia
$4.88M +$102K +1,796 +2%
Bank of America
10
Bank of America
North Carolina
$4.23M +$2.8M +49,120 +219%
ST
11
Sentinel Trust
Texas
$4.2M +$4.05M +71,100 New
Jane Street
12
Jane Street
New York
$3.15M +$3.04M +53,324 New
Morgan Stanley
13
Morgan Stanley
New York
$2.54M +$2.04M +35,839 +502%
DWT
14
Dorsey & Whitney Trust
South Dakota
$2.23M -$5.07K -89 -0.2%
Osaic Holdings
15
Osaic Holdings
Arizona
$1.74M -$778K -13,673 -32%
APW
16
Acima Private Wealth
Virginia
$1.7M +$104K +1,826 +7%
ATC
17
Argent Trust Co
Tennessee
$1.3M +$389K +6,829 +45%
LPL Financial
18
LPL Financial
California
$1.26M +$131K +2,297 +12%
ST
19
Sageworth Trust
Pennsylvania
$1.17M +$1.12M +19,706 New
APCM
20
Alaska Permanent Capital Management
Alaska
$1.14M +$41.6K +730 +4%
WANY
21
Wealthspire Advisors (New York)
New York
$978K
UBS Group
22
UBS Group
Switzerland
$918K +$479K +8,418 +118%
Wells Fargo
23
Wells Fargo
California
$913K -$46.7K -820 -5%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$912K +$769K +13,515 +705%
PNC Financial Services Group
25
PNC Financial Services Group
Pennsylvania
$717K +$467K +8,199 +209%

BBCA Hedge Fund Activity: Q1 2021 in Review

78 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in JPMorgan BetaBuilders Canada ETF (BBCA) for Q1 2021, worth a combined $4.62B — up 13% from $4.09B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new BBCA positions and 18 closed out — a net gain of 7 holders — while 22 added to existing stakes and 15 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $118M. The largest seller was HighTower Advisors, exiting entirely with an estimated $27M sold.

  • 78 institutional investors held JPMorgan BetaBuilders Canada ETF (BBCA) as of Q1 2021, up from 72 in Q4 2020.
  • Funds reported $4.62B of JPMorgan BetaBuilders Canada ETF stock for Q1 2021, up 13% quarter-over-quarter.
  • 25 funds opened new JPMorgan BetaBuilders Canada ETF positions in Q1 2021 and 18 closed out, a net change of +7 holders.
  • The largest JPMorgan BetaBuilders Canada ETF buyer in Q1 2021 was JP Morgan Chase, an estimated $118M added.
  • The largest JPMorgan BetaBuilders Canada ETF seller in Q1 2021 was HighTower Advisors, an estimated $27M sold.

Based on aggregated 13F filings for Q1 2021.