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JPMorgan BetaBuilders Canada ETF

91 hedge funds and large institutions have $5.26B invested in JPMorgan BetaBuilders Canada ETF in 2021 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 27 increasing their positions, 24 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

93% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 15

46.53% more ownership

Funds ownership: 47.26%93.79% (+47%)

17% more funds holding

Funds holding: 7891 (+13)

14% more capital invested

Capital invested by funds: $4.62B → $5.26B (+$640M)

13% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 24

Holders
91
Holders Change
+13
Holders Change %
+16.67%
% of All Funds
1.58%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
29
Increased
27
Reduced
24
Closed
15
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
$4.98B +$95.1M +1,497,562 +2%
AssetMark Inc
2
AssetMark Inc
California
$38M -$1.39M -21,912 -4%
Victory Capital Management
3
Victory Capital Management
Texas
$37.9M +$5.68M +89,532 +18%
HighTower Advisors
4
HighTower Advisors
Illinois
$30.1M +$29.5M +464,875 New
EPM
5
Elm Partners Management
Pennsylvania
$22.4M +$5.36M +84,432 +32%
GCA
6
Genesee Capital Advisors
New York
$22.4M +$22M +345,742 New
IA
7
IAM Advisory
Pennsylvania
$22.4M +$22M +345,742 New
RIG
8
Roosevelt Investment Group
New York
$15.5M +$15.3M +240,250 New
ST
9
Spinnaker Trust
Maine
$11.8M +$138K +2,176 +1%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$9.6M +$9.42M +148,341 New
BEC
11
Blue Edge Capital
Virginia
$5.39M +$44.6K +703 +0.9%
ACA
12
Atlas Capital Advisors
Wyoming
$5.04M -$373K -5,868 -7%
Morgan Stanley
13
Morgan Stanley
New York
$4.9M +$2.08M +32,734 +76%
Carson Wealth (CWM LLC)
14
Carson Wealth (CWM LLC)
Nebraska
$4.89M +$2.4M +37,789 +100%
ST
15
Sentinel Trust
Texas
$4.6M
Osaic Holdings
16
Osaic Holdings
Arizona
$3.14M +$1.21M +19,056 +65%
Bank of America
17
Bank of America
North Carolina
$2.67M -$1.93M -30,333 -42%
DWT
18
Dorsey & Whitney Trust
South Dakota
$2.44M
LPL Financial
19
LPL Financial
California
$2.21M +$807K +12,708 +59%
UBS Group
20
UBS Group
Switzerland
$2.08M +$1.05M +16,537 +106%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$1.98M +$966K +15,214 +99%
APW
22
Acima Private Wealth
Virginia
$1.86M -$2.29K -36 -0.1%
CAM
23
Cresset Asset Management
Illinois
$1.79M +$1.76M +27,705 New
Jane Street
24
Jane Street
New York
$1.5M -$1.91M -30,105 -56%
ATC
25
Argent Trust Co
Tennessee
$1.39M -$31K -489 -2%

BBCA Hedge Fund Activity: Q2 2021 in Review

91 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in JPMorgan BetaBuilders Canada ETF (BBCA) for Q2 2021, worth a combined $5.26B — up 14% from $4.62B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new BBCA positions and 15 closed out — a net gain of 14 holders — while 27 added to existing stakes and 24 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $95.1M. The largest seller was Citadel Advisors, cutting an estimated $15.5M.

  • 91 institutional investors held JPMorgan BetaBuilders Canada ETF (BBCA) as of Q2 2021, up from 78 in Q1 2021.
  • Funds reported $5.26B of JPMorgan BetaBuilders Canada ETF stock for Q2 2021, up 14% quarter-over-quarter.
  • 29 funds opened new JPMorgan BetaBuilders Canada ETF positions in Q2 2021 and 15 closed out, a net change of +14 holders.
  • The largest JPMorgan BetaBuilders Canada ETF buyer in Q2 2021 was JP Morgan Chase, an estimated $95.1M added.
  • The largest JPMorgan BetaBuilders Canada ETF seller in Q2 2021 was Citadel Advisors, an estimated $15.5M sold.

Based on aggregated 13F filings for Q2 2021.