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JPMorgan BetaBuilders Europe ETF

45 hedge funds and large institutions have $1.88B invested in JPMorgan BetaBuilders Europe ETF in 2020 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 11 increasing their positions, 11 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 11

0.91% less ownership

Funds ownership: 46.2%45.29% (-0.91%)

24% less funds holding

Funds holding: 5945 (-14)

42% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 26

50% less capital invested

Capital invested by funds: $3.78B → $1.88B (-$1.9B)

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
45
Holders Change
-14
Holders Change %
-23.73%
% of All Funds
0.99%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
15
Increased
11
Reduced
11
Closed
26
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
$1.83B -$1.12B -24,048,100 -33%
Morgan Stanley
2
Morgan Stanley
New York
$17.1M +$14.2M +305,541 +218%
ST
3
Spinnaker Trust
Maine
$15.4M -$164K -3,532 -0.9%
BCI
4
Brinker Capital Investments
Pennsylvania
$7.56M +$9.16M +197,500 New
BOPW
5
Brandywine Oak Private Wealth
Pennsylvania
$1.16M +$1.12M +24,077 New
CAM
6
Cresset Asset Management
Illinois
$1.16M +$1.41M +30,350 New
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$790K +$838K +18,060 +704%
LPL Financial
8
LPL Financial
California
$669K +$81.8K +1,762 +11%
KPW
9
Kore Private Wealth
New York
$620K +$751K +16,192 New
Bank of New York Mellon
10
Bank of New York Mellon
New York
$537K +$19.5K +421 +3%
AI
11
Atria Investments
North Carolina
$527K -$42.9K -924 -6%
Deutsche Bank
12
Deutsche Bank
Germany
$511K +$620K +13,355 New
Fifth Third Bancorp
13
Fifth Third Bancorp
Ohio
$484K -$137K -2,957 -19%
PS
14
Portfolio Solutions
Michigan
$450K +$545K +11,756 New
DWT
15
Dorsey & Whitney Trust
South Dakota
$419K -$159K -3,423 -24%
RJT
16
Raymond James Trust
Florida
$346K +$28.3K +611 +7%
Bank of America
17
Bank of America
North Carolina
$319K -$179K -3,851 -32%
PNC Financial Services Group
18
PNC Financial Services Group
Pennsylvania
$288K -$5.1K -110 -1%
MFG
19
Magnus Financial Group
New York
$269K +$326K +7,034 New
SQA
20
Simon Quick Advisors
New Jersey
$202K +$245K +5,274 New
Mariner
21
Mariner
Kansas
$202K +$245K +5,287 New
FTI
22
Fiduciary Trust International
Massachusetts
$191K +$232K +5,009 New
Wells Fargo
23
Wells Fargo
California
$178K +$77.4K +1,669 +56%
UBS Group
24
UBS Group
Switzerland
$99K +$88.8K +1,915 +284%
Osaic Holdings
25
Osaic Holdings
Arizona
$94K +$114K +2,461 New

BBEU Hedge Fund Activity: Q1 2020 in Review

45 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in JPMorgan BetaBuilders Europe ETF (BBEU) for Q1 2020, worth a combined $1.88B — down 50% from $3.78B a quarter earlier.

Sellers outnumbered buyers: 26 funds closed out of BBEU and 15 opened new positions — a net loss of 11 holders — while 11 trimmed existing stakes and 11 added.

The largest buyer was Morgan Stanley, adding an estimated $14.2M. The largest seller was JP Morgan Chase, cutting an estimated $1.12B.

  • 45 institutional investors held JPMorgan BetaBuilders Europe ETF (BBEU) as of Q1 2020, down from 59 in Q4 2019.
  • Funds reported $1.88B of JPMorgan BetaBuilders Europe ETF stock for Q1 2020, down 50% quarter-over-quarter.
  • 15 funds opened new JPMorgan BetaBuilders Europe ETF positions in Q1 2020 and 26 closed out, a net change of -11 holders.
  • The largest JPMorgan BetaBuilders Europe ETF buyer in Q1 2020 was Morgan Stanley, an estimated $14.2M added.
  • The largest JPMorgan BetaBuilders Europe ETF seller in Q1 2020 was JP Morgan Chase, an estimated $1.12B sold.

Based on aggregated 13F filings for Q1 2020.