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JPMorgan BetaBuilders Canada ETF

163 hedge funds and large institutions have $5.51B invested in JPMorgan BetaBuilders Canada ETF in 2023 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 44 increasing their positions, 45 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,462% more call options, than puts

Call options by funds: $333K | Put options by funds: $13K

55% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 29

11% more capital invested

Capital invested by funds: $4.95B → $5.51B (+$563M)

7% more funds holding

Funds holding: 152163 (+11)

2% less repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 45

1.25% less ownership

Funds ownership: 84.49%83.24% (-1.2%)

Holders
163
Holders Change
+11
Holders Change %
+7.24%
% of All Funds
2.38%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
45
Increased
44
Reduced
45
Closed
29
Calls
$333K
Puts
$13K
Net Calls
+$320K
Net Calls Change
+$87K
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$5.01B +$43.2M +728,950 +0.9%
Bank of America
2
Bank of America
North Carolina
$62.5M -$3.75M -63,230 -6%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$57.2M -$876K -14,769 -2%
AssetMark Inc
4
AssetMark Inc
California
$46.4M -$911K -15,362 -2%
RBA
5
Richard Bernstein Advisors
New York
$38.7M -$2.57M -43,270 -7%
Ameriprise
6
Ameriprise
Minnesota
$35.9M +$32.2M +543,812 +3,250%
HighTower Advisors
7
HighTower Advisors
Illinois
$30.5M -$3.15M -53,191 -10%
RIG
8
RiverFront Investment Group
Virginia
$24.9M +$757K +12,775 +3%
RJA
9
Raymond James & Associates
Florida
$15.3M -$650K -10,968 -4%
EPM
10
Elm Partners Management
Pennsylvania
$14.5M +$913K +15,405 +7%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$13.9M +$2.24M +37,781 +21%
Morgan Stanley
12
Morgan Stanley
New York
$12.5M +$4.96M +83,607 +75%
AWE
13
Avidian Wealth Enterprises
Texas
$10.6M -$226K -3,816 -2%
Mirae Asset Global Investments
14
Mirae Asset Global Investments
South Korea
$8.66M +$439K +7,400 +6%
Corient Private Wealth
15
Corient Private Wealth
Florida
$8.62M -$590K -9,957 -7%
Osaic Holdings
16
Osaic Holdings
Arizona
$7.92M -$5.37M -90,504 -42%
WJA
17
Willis Johnson & Associates
Texas
$6.84M +$314K +5,296 +5%
Jane Street
18
Jane Street
New York
$6.6M -$783K -13,210 -11%
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
$6.39M -$367K -6,195 -6%
UBS Group
20
UBS Group
Switzerland
$6.03M +$741K +12,500 +15%
BEC
21
Blue Edge Capital
Virginia
$5.82M -$54.6K -921 -1%
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$5.61M +$78.9K +1,331 +2%
LPL Financial
23
LPL Financial
California
$5.38M -$213K -3,585 -4%
BlackRock
24
BlackRock
New York
$4.35M +$667K +11,258 +20%
IC
25
Innealta Capital
Texas
$4.27M +$1.93M +32,541 +95%

BBCA Hedge Fund Activity: Q4 2023 in Review

163 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in JPMorgan BetaBuilders Canada ETF (BBCA) for Q4 2023, worth a combined $5.51B — up 11% from $4.95B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new BBCA positions and 29 closed out — a net gain of 16 holders — while 44 added to existing stakes and 45 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $43.2M. The largest seller was Victory Capital Management, exiting entirely with an estimated $18.6M sold.

  • 163 institutional investors held JPMorgan BetaBuilders Canada ETF (BBCA) as of Q4 2023, up from 152 in Q3 2023.
  • Funds reported $5.51B of JPMorgan BetaBuilders Canada ETF stock for Q4 2023, up 11% quarter-over-quarter.
  • 45 funds opened new JPMorgan BetaBuilders Canada ETF positions in Q4 2023 and 29 closed out, a net change of +16 holders.
  • The largest JPMorgan BetaBuilders Canada ETF buyer in Q4 2023 was JP Morgan Chase, an estimated $43.2M added.
  • The largest JPMorgan BetaBuilders Canada ETF seller in Q4 2023 was Victory Capital Management, an estimated $18.6M sold.

Based on aggregated 13F filings for Q4 2023.