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JPMorgan BetaBuilders Europe ETF

27 hedge funds and large institutions have $2.68B invested in JPMorgan BetaBuilders Europe ETF in 2018 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 6 increasing their positions, 4 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

96% more capital invested

Capital invested by funds: $1.36B → $2.68B (+$1.31B)

70% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 10

50% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 4

35% more funds holding

Funds holding: 2027 (+7)

10.23% more ownership

Funds ownership: 49.91%60.14% (+10%)

Holders
27
Holders Change
+7
Holders Change %
+35%
% of All Funds
0.6%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
6
Reduced
4
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$2.66B +$1.56B +34,661,725 +126%
ST
2
Spinnaker Trust
Maine
$11.4M +$12M +266,632 New
SG Americas Securities
3
SG Americas Securities
New York
$3.23M +$3.41M +75,628 New
Goldman Sachs
4
Goldman Sachs
New York
$2.8M +$2.96M +65,473 New
Bank of America
5
Bank of America
North Carolina
$947K +$944K +20,898 +1,625%
OMC
6
Old Mission Capital
Illinois
$882K +$933K +20,655 New
CAM
7
Cresset Asset Management
Illinois
$274K +$289K +6,406 New
DWT
8
Dorsey & Whitney Trust
South Dakota
$245K +$259K +5,727 New
S
9
SignatureFD
Georgia
$206K +$217K +4,811 New
ZIG
10
Zurich Insurance Group
Switzerland
$164K +$173K +3,835 New
Carson Wealth (CWM LLC)
11
Carson Wealth (CWM LLC)
Nebraska
$55K -$43K -953 -42%
AG
12
Advisor Group
Arizona
$35K +$35.6K +789 +1,879%
SBL
13
Sargent Bickham Lagudis
Colorado
$24K +$25.1K +556 New
Wells Fargo
14
Wells Fargo
California
$21K +$12.5K +277 +125%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$16K -$6.5K -144 -27%
CTB
16
Country Trust Bank
Illinois
$16K +$16.9K +375 New
Northwestern Mutual Wealth Management
17
Northwestern Mutual Wealth Management
Wisconsin
$13K +$5.1K +113 +62%
SMFS
18
Squar Milner Financial Services
California
$8K +$6.55K +145 +296%
US Bancorp
19
US Bancorp
Minnesota
$6K +$5.96K +132 New
HNB
20
Huntington National Bank
Ohio
$3K
PA
21
Parallel Advisors
California
$3K +$3.84K +85 New
LTFS
22
Ladenburg Thalmann Financial Services
Florida
$2K -$10K -222 -84%
BlackRock
23
BlackRock
New York
$2K +$1.9K +42 New
Morgan Stanley
24
Morgan Stanley
New York
$1K -$32.1K -712 -97%
UBS Group
25
UBS Group
Switzerland
$1K +$1.08K +24 New

BBEU Hedge Fund Activity: Q4 2018 in Review

27 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in JPMorgan BetaBuilders Europe ETF (BBEU) for Q4 2018, worth a combined $2.68B — up 96% from $1.36B a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new BBEU positions and 10 closed out — a net gain of 7 holders — while 6 added to existing stakes and 4 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $1.56B. The largest seller was Citadel Advisors, exiting entirely with an estimated $8.43M sold.

  • 27 institutional investors held JPMorgan BetaBuilders Europe ETF (BBEU) as of Q4 2018, up from 20 in Q3 2018.
  • Funds reported $2.68B of JPMorgan BetaBuilders Europe ETF stock for Q4 2018, up 96% quarter-over-quarter.
  • 17 funds opened new JPMorgan BetaBuilders Europe ETF positions in Q4 2018 and 10 closed out, a net change of +7 holders.
  • The largest JPMorgan BetaBuilders Europe ETF buyer in Q4 2018 was JP Morgan Chase, an estimated $1.56B added.
  • The largest JPMorgan BetaBuilders Europe ETF seller in Q4 2018 was Citadel Advisors, an estimated $8.43M sold.

Based on aggregated 13F filings for Q4 2018.