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JPMorgan BetaBuilders Europe ETF

124 hedge funds and large institutions have $6.75B invested in JPMorgan BetaBuilders Europe ETF in 2024 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 32 increasing their positions, 40 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more capital invested

Capital invested by funds: $5.47B → $6.75B (+$1.29B)

0.72% more ownership

Funds ownership: 86.02%86.74% (+0.72%)

5% less funds holding

Funds holding: 130124 (-6)

19% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 26

20% less repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 40

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
124
Holders Change
-6
Holders Change %
-4.62%
% of All Funds
1.79%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
21
Increased
32
Reduced
40
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OSAM
76
O'Shaughnessy Asset Management
Connecticut
$131K +$171 +3 +0.1%
MPWT
77
MassMutual Private Wealth & Trust
Connecticut
$111K
WIA
78
Wetzel Investment Advisors
Indiana
$95.3K
AF
79
Advisornet Financial
Minnesota
$94.7K
FFA
80
Farther Finance Advisors
California
$85.8K +$82.5K +1,446 New
PMFA
81
Plante Moran Financial Advisors
Michigan
$84.8K -$43.2K -757 -35%
TIM
82
Tortoise Investment Management
New York
$64.6K
SWM
83
Spire Wealth Management
Virginia
$54.4K
HI
84
Horizon Investments
North Carolina
$52.2K -$62.3M -1,092,328 -100%
PS
85
Principal Securities
Iowa
$51.1K
WT
86
Whittier Trust
California
$49.9K
FWA
87
FSC Wealth Advisors
New York
$45.3K
AWM
88
Avior Wealth Management
Nebraska
$38.6K +$37.1K +650 New
GRP
89
Global Retirement Partners
California
$34.3K +$970 +17 +3%
BWL
90
Bogart Wealth LLC
Virginia
$29.8K
Kayne Anderson Rudnick Investment Management
91
Kayne Anderson Rudnick Investment Management
California
$29.2K
WB
92
Webster Bank
Connecticut
$27.4K
FAM
93
Family Asset Management
South Carolina
$26.8K
Bank of Montreal
94
Bank of Montreal
Ontario, Canada
$23.8K -$19.6K -343 -46%
Carson Wealth (CWM LLC)
95
Carson Wealth (CWM LLC)
Nebraska
$17K +$15.4K +270 +2,250%
MG
96
Mather Group
Illinois
$12.2K +$12.3K +216 New
AIC
97
Archer Investment Corporation
Indiana
$11.8K +$1.37K +24 +14%
Simplex Trading
98
Simplex Trading
Illinois
$11K -$3.2K -56 -23%
CA
99
CoreCap Advisors
Michigan
$8.55K +$8.22K +144 New
PO
100
Private Ocean
California
$8.02K

BBEU Hedge Fund Activity: Q1 2024 in Review

124 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in JPMorgan BetaBuilders Europe ETF (BBEU) for Q1 2024, worth a combined $6.75B — up 24% from $5.47B a quarter earlier.

Sellers outnumbered buyers: 26 funds closed out of BBEU and 21 opened new positions — a net loss of 5 holders — while 40 trimmed existing stakes and 32 added.

The largest buyer was JP Morgan Chase, adding an estimated $962M. The largest seller was Horizon Investments, cutting an estimated $62.3M.

  • 124 institutional investors held JPMorgan BetaBuilders Europe ETF (BBEU) as of Q1 2024, down from 130 in Q4 2023.
  • Funds reported $6.75B of JPMorgan BetaBuilders Europe ETF stock for Q1 2024, up 24% quarter-over-quarter.
  • 21 funds opened new JPMorgan BetaBuilders Europe ETF positions in Q1 2024 and 26 closed out, a net change of -5 holders.
  • The largest JPMorgan BetaBuilders Europe ETF buyer in Q1 2024 was JP Morgan Chase, an estimated $962M added.
  • The largest JPMorgan BetaBuilders Europe ETF seller in Q1 2024 was Horizon Investments, an estimated $62.3M sold.

Based on aggregated 13F filings for Q1 2024.