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JPMorgan BetaBuilders Canada ETF

125 hedge funds and large institutions have $5.55B invested in JPMorgan BetaBuilders Canada ETF in 2021 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 32 increasing their positions, 21 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

165% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 17

52% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 21

25% more funds holding

Funds holding: 100125 (+25)

10% more capital invested

Capital invested by funds: $5.07B → $5.55B (+$486M)

0.34% less ownership

Funds ownership: 90.66%90.32% (-0.34%)

Holders
125
Holders Change
+25
Holders Change %
+25%
% of All Funds
1.92%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
45
Increased
32
Reduced
21
Closed
17
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
$5.29B +$111M +1,658,492 +2%
AssetMark Inc
2
AssetMark Inc
California
$45.6M +$5.92M +88,543 +15%
Victory Capital Management
3
Victory Capital Management
Texas
$35.3M -$5.72M -85,550 -14%
HighTower Advisors
4
HighTower Advisors
Illinois
$31M -$513K -7,678 -2%
EPM
5
Elm Partners Management
Pennsylvania
$22.1M +$22M +328,841 New
RIG
6
Roosevelt Investment Group
New York
$16.6M +$1.05M +15,723 +7%
ST
7
Spinnaker Trust
Maine
$12.8M +$237K +3,543 +2%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$11.5M +$824K +12,321 +8%
Morgan Stanley
9
Morgan Stanley
New York
$8.38M +$336K +5,026 +4%
UBS Group
10
UBS Group
Switzerland
$7.68M +$3.97M +59,423 +108%
ACA
11
Atlas Capital Advisors
Wyoming
$5.66M +$354K +5,302 +7%
BEC
12
Blue Edge Capital
Virginia
$5.59M -$23.9K -357 -0.4%
ST
13
Sentinel Trust
Texas
$5.33M +$553K +8,271 +12%
Carson Wealth (CWM LLC)
14
Carson Wealth (CWM LLC)
Nebraska
$4.54M +$4.51M +67,491 New
Bank of America
15
Bank of America
North Carolina
$4.06M +$1.18M +17,688 +41%
Osaic Holdings
16
Osaic Holdings
Arizona
$3.95M +$500K +7,473 +15%
OMC
17
Old Mission Capital
Illinois
$3.07M +$2.78M +41,515 +998%
LPL Financial
18
LPL Financial
California
$2.9M +$354K +5,298 +14%
DWT
19
Dorsey & Whitney Trust
South Dakota
$2.68M +$167K +2,498 +7%
CAM
20
Cresset Asset Management
Illinois
$2.17M
Prudential Financial
21
Prudential Financial
New Jersey
$1.86M +$1.85M +27,655 New
APW
22
Acima Private Wealth
Virginia
$1.79M -$137K -2,056 -7%
Bank of Montreal
23
Bank of Montreal
Ontario, Canada
$1.48M
ST
24
Sageworth Trust
Pennsylvania
$1.32M
PFO
25
Pathstone Family Office
New Jersey
$1.27M +$1.26M +18,871 New

BBCA Hedge Fund Activity: Q4 2021 in Review

125 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in JPMorgan BetaBuilders Canada ETF (BBCA) for Q4 2021, worth a combined $5.55B — up 9.6% from $5.07B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new BBCA positions and 17 closed out — a net gain of 28 holders — while 32 added to existing stakes and 21 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $111M. The largest seller was Victory Capital Management, cutting an estimated $5.72M.

  • 125 institutional investors held JPMorgan BetaBuilders Canada ETF (BBCA) as of Q4 2021, up from 100 in Q3 2021.
  • Funds reported $5.55B of JPMorgan BetaBuilders Canada ETF stock for Q4 2021, up 9.6% quarter-over-quarter.
  • 45 funds opened new JPMorgan BetaBuilders Canada ETF positions in Q4 2021 and 17 closed out, a net change of +28 holders.
  • The largest JPMorgan BetaBuilders Canada ETF buyer in Q4 2021 was JP Morgan Chase, an estimated $111M added.
  • The largest JPMorgan BetaBuilders Canada ETF seller in Q4 2021 was Victory Capital Management, an estimated $5.72M sold.

Based on aggregated 13F filings for Q4 2021.