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JPMorgan BetaBuilders Europe ETF

130 hedge funds and large institutions have $5.47B invested in JPMorgan BetaBuilders Europe ETF in 2023 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 31 increasing their positions, 28 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

98% more call options, than puts

Call options by funds: $79K | Put options by funds: $40K

80% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 25

18% more capital invested

Capital invested by funds: $4.62B → $5.47B (+$850M)

15% more funds holding

Funds holding: 113130 (+17)

11% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 28

1.94% less ownership

Funds ownership: 87.96%86.02% (-1.9%)

Holders
130
Holders Change
+17
Holders Change %
+15.04%
% of All Funds
1.9%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
45
Increased
31
Reduced
28
Closed
25
Calls
$79K
Puts
$40K
Net Calls
+$39K
Net Calls Change
+$14K
Name Holding Trade Value Shares
Change
Change in
Stake
Qube Research & Technologies (QRT)
76
Qube Research & Technologies (QRT)
United Kingdom
$170K
US Bancorp
77
US Bancorp
Minnesota
$163K -$20.6K -392 -12%
CA
78
Crewe Advisors
Utah
$151K
TCWA
79
Turtle Creek Wealth Advisors
Texas
$145K +$134K +2,556 New
Fifth Third Bancorp
80
Fifth Third Bancorp
Ohio
$143K -$4.57K -87 -3%
OSAM
81
O'Shaughnessy Asset Management
Connecticut
$124K +$29.1K +554 +34%
PMFA
82
Plante Moran Financial Advisors
Michigan
$124K +$115K +2,185 New
MPWT
83
MassMutual Private Wealth & Trust
Connecticut
$105K -$131K -2,495 -57%
WIA
84
Wetzel Investment Advisors
Indiana
$95K +$87.9K +1,672 New
AF
85
Advisornet Financial
Minnesota
$90.3K
TIM
86
Tortoise Investment Management
New York
$61.6K
SWM
87
Spire Wealth Management
Virginia
$50.4K
PS
88
Principal Securities
Iowa
$48.7K +$45.3K +861 New
WT
89
Whittier Trust
California
$47.5K -$6.83K -130 -13%
FWA
90
FSC Wealth Advisors
New York
$43.2K
Bank of Montreal
91
Bank of Montreal
Ontario, Canada
$42.3K -$3.42M -65,000 -99%
GRP
92
Global Retirement Partners
California
$30.7K +$29.4K +560 New
BWL
93
Bogart Wealth LLC
Virginia
$28.3K
Kayne Anderson Rudnick Investment Management
94
Kayne Anderson Rudnick Investment Management
California
$27.8K
WB
95
Webster Bank
Connecticut
$26.1K +$24.3K +462 New
FAM
96
Family Asset Management
South Carolina
$25.5K
FHA
97
First Horizon Advisors
Tennessee
$21.7K +$18.8K +358 +1,432%
CFB
98
Cullen/Frost Bankers
Texas
$18.9K +$17.6K +334 New
HNB
99
Huntington National Bank
Ohio
$18.7K
Simplex Trading
100
Simplex Trading
Illinois
$13K +$11.1K +211 +639%

BBEU Hedge Fund Activity: Q4 2023 in Review

130 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in JPMorgan BetaBuilders Europe ETF (BBEU) for Q4 2023, worth a combined $5.47B — up 18% from $4.62B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new BBEU positions and 25 closed out — a net gain of 20 holders — while 31 added to existing stakes and 28 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $264M. The largest seller was Jane Street, exiting entirely with an estimated $38.7M sold.

  • 130 institutional investors held JPMorgan BetaBuilders Europe ETF (BBEU) as of Q4 2023, up from 113 in Q3 2023.
  • Funds reported $5.47B of JPMorgan BetaBuilders Europe ETF stock for Q4 2023, up 18% quarter-over-quarter.
  • 45 funds opened new JPMorgan BetaBuilders Europe ETF positions in Q4 2023 and 25 closed out, a net change of +20 holders.
  • The largest JPMorgan BetaBuilders Europe ETF buyer in Q4 2023 was JP Morgan Chase, an estimated $264M added.
  • The largest JPMorgan BetaBuilders Europe ETF seller in Q4 2023 was Jane Street, an estimated $38.7M sold.

Based on aggregated 13F filings for Q4 2023.