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JPMorgan BetaBuilders Canada ETF

152 hedge funds and large institutions have $4.95B invested in JPMorgan BetaBuilders Canada ETF in 2023 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 41 increasing their positions, 42 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 28

6% more funds holding

Funds holding: 144152 (+8)

1.71% more ownership

Funds ownership: 82.78%84.49% (+1.7%)

1% less capital invested

Capital invested by funds: $5B → $4.95B (-$55.1M)

2% less repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 42

Holders
152
Holders Change
+8
Holders Change %
+5.56%
% of All Funds
2.41%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
36
Increased
41
Reduced
42
Closed
28
Calls
$233K
Puts
Net Calls
+$233K
Net Calls Change
+$552K
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$4.5B +$122M +2,010,391 +3%
Bank of America
2
Bank of America
North Carolina
$60.3M +$53.9M +888,857 +597%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$52.7M +$29.4M +484,794 +115%
AssetMark Inc
4
AssetMark Inc
California
$43M +$394K +6,506 +0.9%
RBA
5
Richard Bernstein Advisors
New York
$37.6M +$39.2M +646,698 New
HighTower Advisors
6
HighTower Advisors
Illinois
$30.8M +$1.04M +17,135 +3%
RIG
7
RiverFront Investment Group
Virginia
$21.8M +$863K +14,233 +4%
Victory Capital Management
8
Victory Capital Management
Texas
$18.6M +$19.4M +320,163 New
RJA
9
Raymond James & Associates
Florida
$14.5M -$68.9K -1,136 -0.5%
Osaic Holdings
10
Osaic Holdings
Arizona
$12.4M +$5.11M +84,305 +65%
EPM
11
Elm Partners Management
Pennsylvania
$12.2M -$1.25M -20,583 -9%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$10.4M +$3.83M +63,186 +55%
AWE
13
Avidian Wealth Enterprises
Texas
$9.86M -$484K -7,991 -4%
Corient Private Wealth
14
Corient Private Wealth
Florida
$8.4M -$3.22M -53,154 -27%
Mirae Asset Global Investments
15
Mirae Asset Global Investments
South Korea
$7.43M +$350K +5,780 +5%
Jane Street
16
Jane Street
New York
$6.75M -$55.9M -921,390 -89%
Morgan Stanley
17
Morgan Stanley
New York
$6.5M -$274K -4,523 -4%
Cetera Investment Advisers
18
Cetera Investment Advisers
Illinois
$6.16M +$741K +12,226 +13%
WJA
19
Willis Johnson & Associates
Texas
$5.9M +$393K +6,482 +7%
BEC
20
Blue Edge Capital
Virginia
$5.33M -$99.4K -1,640 -2%
LPL Financial
21
LPL Financial
California
$5.09M -$175K -2,879 -3%
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$5.01M -$94K -1,551 -2%
UBS Group
23
UBS Group
Switzerland
$4.74M +$830K +13,698 +20%
PCH
24
PGIM Custom Harvest
New Jersey
$3.39M +$562K +9,266 +19%
BlackRock
25
BlackRock
New York
$3.29M -$2.14M -35,383 -38%

BBCA Hedge Fund Activity: Q3 2023 in Review

152 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in JPMorgan BetaBuilders Canada ETF (BBCA) for Q3 2023, worth a combined $4.95B — down 1.1% from $5B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new BBCA positions and 28 closed out — a net gain of 8 holders — while 41 added to existing stakes and 42 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $122M. The largest seller was Jane Street, cutting an estimated $55.9M.

  • 152 institutional investors held JPMorgan BetaBuilders Canada ETF (BBCA) as of Q3 2023, up from 144 in Q2 2023.
  • Funds reported $4.95B of JPMorgan BetaBuilders Canada ETF stock for Q3 2023, down 1.1% quarter-over-quarter.
  • 36 funds opened new JPMorgan BetaBuilders Canada ETF positions in Q3 2023 and 28 closed out, a net change of +8 holders.
  • The largest JPMorgan BetaBuilders Canada ETF buyer in Q3 2023 was JP Morgan Chase, an estimated $122M added.
  • The largest JPMorgan BetaBuilders Canada ETF seller in Q3 2023 was Jane Street, an estimated $55.9M sold.

Based on aggregated 13F filings for Q3 2023.