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JPMorgan BetaBuilders Canada ETF

144 hedge funds and large institutions have $4.97B invested in JPMorgan BetaBuilders Canada ETF in 2023 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 48 increasing their positions, 44 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

273% more call options, than puts

Call options by funds: $2.46M | Put options by funds: $661K

43% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 14

3% more funds holding

Funds holding: 140144 (+4)

2.33% more ownership

Funds ownership: 84.6%86.94% (+2.3%)

9% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 44

4% more capital invested

Capital invested by funds: $4.76B → $4.97B (+$202M)

Holders
144
Holders Change
+4
Holders Change %
+2.86%
% of All Funds
2.29%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
20
Increased
48
Reduced
44
Closed
14
Calls
$2.46M
Puts
$661K
Net Calls
+$1.8M
Net Calls Change
+$1.82M
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$4.66B +$10.9M +183,008 +0.2%
AssetMark Inc
2
AssetMark Inc
California
$43.7M +$138K +2,312 +0.3%
HighTower Advisors
3
HighTower Advisors
Illinois
$27.5M +$267K +4,459 +1%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$24.9M +$533K +8,915 +2%
RIG
5
RiverFront Investment Group
Virginia
$20.2M +$1.13M +18,814 +6%
RJA
6
Raymond James & Associates
Florida
$15.3M +$824K +13,769 +6%
Corient Private Wealth
7
Corient Private Wealth
Florida
$12M +$228K +3,812 +2%
EPM
8
Elm Partners Management
Pennsylvania
$11.9M -$1.13M -18,864 -9%
AWE
9
Avidian Wealth Enterprises
Texas
$10.3M +$1.37M +22,931 +15%
Jane Street
10
Jane Street
New York
$9.33M -$2.01M -33,548 -18%
Mirae Asset Global Investments
11
Mirae Asset Global Investments
South Korea
$7.97M +$182K +3,040 +2%
Osaic Holdings
12
Osaic Holdings
Arizona
$7.95M +$76.6K +1,281 +1%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$7.86M -$5.95M -99,383 -43%
Morgan Stanley
14
Morgan Stanley
New York
$6.22M +$2.44M +40,789 +64%
BEC
15
Blue Edge Capital
Virginia
$5.54M -$94.1K -1,572 -2%
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$5.53M +$13.1K +219 +0.2%
WJA
17
Willis Johnson & Associates
Texas
$5.45M +$1.92M +32,066 +54%
LPL Financial
18
LPL Financial
California
$5.35M +$323K +5,406 +6%
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$5.35M -$61.3K -1,025 -1%
Bank of America
20
Bank of America
North Carolina
$5.19M +$1.18M +19,657 +29%
UBS Group
21
UBS Group
Switzerland
$4.44M -$171K -2,860 -4%
BlackRock
22
BlackRock
New York
$4.41M +$1.42M +23,749 +47%
ST
23
Sentinel Trust
Texas
$4.31M -$421K -7,038 -9%
PCH
24
PGIM Custom Harvest
New Jersey
$2.92M +$1.07M +17,821 +57%
KP
25
Keel Point
Alabama
$2.83M

BBCA Hedge Fund Activity: Q1 2023 in Review

144 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in JPMorgan BetaBuilders Canada ETF (BBCA) for Q1 2023, worth a combined $4.97B — up 4.2% from $4.76B a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new BBCA positions and 14 closed out — a net gain of 6 holders — while 48 added to existing stakes and 44 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $10.9M. The largest seller was Spinnaker Trust, cutting an estimated $6.33M.

  • 144 institutional investors held JPMorgan BetaBuilders Canada ETF (BBCA) as of Q1 2023, up from 140 in Q4 2022.
  • Funds reported $4.97B of JPMorgan BetaBuilders Canada ETF stock for Q1 2023, up 4.2% quarter-over-quarter.
  • 20 funds opened new JPMorgan BetaBuilders Canada ETF positions in Q1 2023 and 14 closed out, a net change of +6 holders.
  • The largest JPMorgan BetaBuilders Canada ETF buyer in Q1 2023 was JP Morgan Chase, an estimated $10.9M added.
  • The largest JPMorgan BetaBuilders Canada ETF seller in Q1 2023 was Spinnaker Trust, an estimated $6.33M sold.

Based on aggregated 13F filings for Q1 2023.