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JPMorgan BetaBuilders International Equity ETF

84 hedge funds and large institutions have $3.97B invested in JPMorgan BetaBuilders International Equity ETF in 2023 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 40 increasing their positions, 17 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

156% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 9

135% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 17

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

20% more funds holding

Funds holding: 7084 (+14)

15% more capital invested

Capital invested by funds: $3.46B → $3.97B (+$507M)

3% more ownership

Funds ownership: 94.62%97.62% (+3%)

Holders
84
Holders Change
+14
Holders Change %
+20%
% of All Funds
1.22%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
23
Increased
40
Reduced
17
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IWC
26
Integrated Wealth Concepts
Massachusetts
$2.39M +$1.25M +23,389 +126%
3IP
27
3Chopt Investment Partners
Virginia
$2.27M +$697K +13,058 +49%
RIL
28
Rothschild Investment LLC
Illinois
$2.21M +$499K +9,350 +32%
AG
29
Ascent Group
Virginia
$1.88M -$1.39K -26 -0.1%
GM
30
GeoWealth Management
Illinois
$1.77M -$350K -6,554 -17%
LSPW
31
Lake Street Private Wealth
Illinois
$1.73M -$3.42K -64 -0.2%
WF
32
Wayfinding Financial
Washington
$1.6M +$163K +3,044 +12%
GWM
33
Geneos Wealth Management
Colorado
$1.29M +$108K +2,021 +10%
EA
34
Emerald Advisors
Washington
$1.25M +$22.8K +426 +2%
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$1.15M +$613K +11,479 +133%
Cetera Investment Advisers
36
Cetera Investment Advisers
Illinois
$1.07M +$17.8K +333 +2%
TA
37
TFB Advisors
Kansas
$1.03M -$323K -6,042 -25%
SFS
38
Security Financial Services
Indiana
$1.01M -$48.4K -907 -5%
PWM
39
Perigon Wealth Management
California
$944K +$885K +16,575 New
FFA
40
Farther Finance Advisors
California
$808K +$109K +2,032 +17%
IA
41
IFP Advisors
Florida
$797K +$748K +14,004 New
NL
42
NWAM LLC
Washington
$709K +$74.2K +1,389 +13%
FHA
43
Flagship Harbor Advisors
Massachusetts
$640K +$1.07K +20 +0.2%
TCA
44
Transcend Capital Advisors
New Jersey
$638K +$67.7K +1,268 +13%
GWP
45
Gateway Wealth Partners
Wisconsin
$627K +$220K +4,126 +60%
PAG
46
Private Advisor Group
New Jersey
$618K +$155K +2,896 +36%
IA
47
Insight Advisors
Pennsylvania
$588K +$202K +3,781 +58%
Envestnet Portfolio Solutions
48
Envestnet Portfolio Solutions
Illinois
$567K +$211K +3,954 +66%
HighTower Advisors
49
HighTower Advisors
Illinois
$526K +$77.8K +1,457 +19%
GWM
50
GSB Wealth Management
Connecticut
$507K

BBIN Hedge Fund Activity: Q4 2023 in Review

84 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in JPMorgan BetaBuilders International Equity ETF (BBIN) for Q4 2023, worth a combined $3.97B — up 15% from $3.46B a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new BBIN positions and 9 closed out — a net gain of 14 holders — while 40 added to existing stakes and 17 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $75.8M. The largest seller was Old Mission Capital, exiting entirely with an estimated $9.73M sold.

  • 84 institutional investors held JPMorgan BetaBuilders International Equity ETF (BBIN) as of Q4 2023, up from 70 in Q3 2023.
  • Funds reported $3.97B of JPMorgan BetaBuilders International Equity ETF stock for Q4 2023, up 15% quarter-over-quarter.
  • 23 funds opened new JPMorgan BetaBuilders International Equity ETF positions in Q4 2023 and 9 closed out, a net change of +14 holders.
  • The largest JPMorgan BetaBuilders International Equity ETF buyer in Q4 2023 was Morgan Stanley, an estimated $75.8M added.
  • The largest JPMorgan BetaBuilders International Equity ETF seller in Q4 2023 was Old Mission Capital, an estimated $9.73M sold.

Based on aggregated 13F filings for Q4 2023.