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JPMorgan BetaBuilders Europe ETF

84 hedge funds and large institutions have $2.84B invested in JPMorgan BetaBuilders Europe ETF in 2022 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 14 increasing their positions, 33 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

31.26% more ownership

Funds ownership: 86.3%117.56% (+31%)

18% less funds holding

Funds holding: 10384 (-19)

40% less capital invested

Capital invested by funds: $4.72B → $2.84B (-$1.88B)

56% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 34

58% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 33

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
84
Holders Change
-19
Holders Change %
-18.45%
% of All Funds
1.45%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
15
Increased
14
Reduced
33
Closed
34
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
William Blair & Company
26
William Blair & Company
Illinois
$645K -$23K -505 -3%
Rockefeller Capital Management
27
Rockefeller Capital Management
New York
$619K -$187K -4,105 -21%
MIAN
28
Mariner Independent Advisor Network
Kansas
$586K -$20.9K -460 -3%
ST
29
Sentinel Trust
Texas
$531K
Susquehanna International Group
30
Susquehanna International Group
Pennsylvania
$474K +$535K +11,752 New
PS
31
Portfolio Solutions
Michigan
$453K
LSPW
32
Lake Street Private Wealth
Illinois
$439K +$496K +10,893 New
JMPWA
33
JP Morgan Private Wealth Advisors
California
$357K -$42.7K -938 -10%
NW
34
Naviter Wealth
Arkansas
$349K +$11.2K +245 +3%
Ameriprise
35
Ameriprise
Minnesota
$345K -$2.5K -55 -0.6%
AWM
36
Apollon Wealth Management
South Carolina
$312K
CSPAM
37
Cary Street Partners Asset Management
Virginia
$304K +$343K +7,532 New
HFS
38
Howard Financial Services
Texas
$300K -$65K -1,427 -16%
US Bancorp
39
US Bancorp
Minnesota
$299K +$285K +6,248 +525%
OPS
40
Orion Portfolio Solutions
Nebraska
$287K -$19.4K -426 -6%
IC
41
Inscription Capital
Texas
$275K
Creative Planning
42
Creative Planning
Kansas
$272K +$4.14K +91 +1%
Wells Fargo
43
Wells Fargo
California
$265K -$90.8K -1,993 -23%
MA
44
MONECO Advisors
Connecticut
$243K
Osaic Holdings
45
Osaic Holdings
Arizona
$237K -$44.5K -977 -14%
Fidelity Investments
46
Fidelity Investments
Massachusetts
$229K -$92.6K -2,033 -26%
TI
47
Truepoint Inc
Ohio
$202K +$228K +5,016 New
ACA
48
Atlas Capital Advisors
Wyoming
$190K -$1.81M -39,807 -89%
IWA
49
Icon Wealth Advisors
Texas
$183K +$207K +4,547 New
CFB
50
Cullen/Frost Bankers
Texas
$113K +$128K +2,812 New

BBEU Hedge Fund Activity: Q3 2022 in Review

84 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in JPMorgan BetaBuilders Europe ETF (BBEU) for Q3 2022, worth a combined $2.84B — down 40% from $4.72B a quarter earlier.

Sellers outnumbered buyers: 34 funds closed out of BBEU and 15 opened new positions — a net loss of 19 holders — while 33 trimmed existing stakes and 14 added.

The largest buyer was Keel Point, opening a new position worth an estimated $5.56M. The largest seller was JP Morgan Chase, cutting an estimated $1.25B.

  • 84 institutional investors held JPMorgan BetaBuilders Europe ETF (BBEU) as of Q3 2022, down from 103 in Q2 2022.
  • Funds reported $2.84B of JPMorgan BetaBuilders Europe ETF stock for Q3 2022, down 40% quarter-over-quarter.
  • 15 funds opened new JPMorgan BetaBuilders Europe ETF positions in Q3 2022 and 34 closed out, a net change of -19 holders.
  • The largest JPMorgan BetaBuilders Europe ETF buyer in Q3 2022 was Keel Point, an estimated $5.56M added.
  • The largest JPMorgan BetaBuilders Europe ETF seller in Q3 2022 was JP Morgan Chase, an estimated $1.25B sold.

Based on aggregated 13F filings for Q3 2022.