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JPMorgan BetaBuilders International Equity ETF

50 hedge funds and large institutions have $3.36B invested in JPMorgan BetaBuilders International Equity ETF in 2023 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 29 increasing their positions, 8 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

263% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 8

22% more capital invested

Capital invested by funds: $2.75B → $3.36B (+$614M)

9.64% more ownership

Funds ownership: 91.43%101.07% (+9.6%)

6% less funds holding

Funds holding: 5350 (-3)

17% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 12

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
50
Holders Change
-3
Holders Change %
-5.66%
% of All Funds
0.8%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
10
Increased
29
Reduced
8
Closed
12
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
$3.06B +$317M +6,003,966 +12%
AssetMark Inc
2
AssetMark Inc
California
$55.5M +$8.68M +164,261 +19%
Morgan Stanley
3
Morgan Stanley
New York
$43.3M +$4.2M +79,432 +11%
LPL Financial
4
LPL Financial
California
$31.8M +$14.5M +273,754 +87%
Jane Street
5
Jane Street
New York
$27.7M +$7.3M +138,050 +37%
Osaic Holdings
6
Osaic Holdings
Arizona
$22M -$111K -2,103 -0.5%
Janney Montgomery Scott
7
Janney Montgomery Scott
Pennsylvania
$22M +$7.22M +136,521 +50%
VAS
8
Vestmark Advisory Solutions
Massachusetts
$16.7M +$4.66M +88,223 +40%
PCA
9
Pallas Capital Advisors
Massachusetts
$12.9M +$924K +17,487 +8%
FTUS
10
Flow Traders U.S.
New York
$12.3M -$1.62M -30,553 -12%
Bank of America
11
Bank of America
North Carolina
$9.82M +$4.3M +81,384 +81%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$8.62M +$8.46M +160,038 New
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$8.56M +$3.62M +68,441 +76%
MPWT
14
MassMutual Private Wealth & Trust
Connecticut
$4.89M +$332K +6,274 +7%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$3.16M +$873K +16,508 +39%
MWM
16
Merriman Wealth Management
Washington
$2.09M -$7.72K -146 -0.4%
AG
17
Ascent Group
Virginia
$1.61M +$277K +5,249 +21%
DWP
18
Daymark Wealth Partners
Ohio
$1.57M +$1.03M +19,397 +198%
LSPW
19
Lake Street Private Wealth
Illinois
$1.38M +$132K +2,494 +11%
Goldman Sachs
20
Goldman Sachs
New York
$1.31M +$1.29M +24,364 New
RIL
21
Rothschild Investment LLC
Illinois
$1.3M +$1.28M +24,154 New
WF
22
Wayfinding Financial
Washington
$1.23M +$1.21M +22,891 New
TA
23
TFB Advisors
Kansas
$1.18M +$193K +3,645 +20%
EA
24
Emerald Advisors
Washington
$1.1M +$12.2K +231 +1%
CAN
25
Cetera Advisor Networks
California
$1.03M +$416K +7,879 +70%

BBIN Hedge Fund Activity: Q1 2023 in Review

50 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in JPMorgan BetaBuilders International Equity ETF (BBIN) for Q1 2023, worth a combined $3.36B — up 22% from $2.75B a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of BBIN and 10 opened new positions — a net loss of 2 holders — while 8 trimmed existing stakes and 29 added.

The largest buyer was JP Morgan Chase, adding an estimated $317M. The largest seller was Citadel Advisors, exiting entirely with an estimated $1.69M sold.

  • 50 institutional investors held JPMorgan BetaBuilders International Equity ETF (BBIN) as of Q1 2023, down from 53 in Q4 2022.
  • Funds reported $3.36B of JPMorgan BetaBuilders International Equity ETF stock for Q1 2023, up 22% quarter-over-quarter.
  • 10 funds opened new JPMorgan BetaBuilders International Equity ETF positions in Q1 2023 and 12 closed out, a net change of -2 holders.
  • The largest JPMorgan BetaBuilders International Equity ETF buyer in Q1 2023 was JP Morgan Chase, an estimated $317M added.
  • The largest JPMorgan BetaBuilders International Equity ETF seller in Q1 2023 was Citadel Advisors, an estimated $1.69M sold.

Based on aggregated 13F filings for Q1 2023.