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JPMorgan BetaBuilders International Equity ETF

65 hedge funds and large institutions have $3.52B invested in JPMorgan BetaBuilders International Equity ETF in 2023 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 26 increasing their positions, 18 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 3

44% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 18

30% more funds holding

Funds holding: 5065 (+15)

5% more capital invested

Capital invested by funds: $3.36B → $3.52B (+$159M)

6.11% less ownership

Funds ownership: 101.07%94.96% (-6.1%)

Holders
65
Holders Change
+15
Holders Change %
+30%
% of All Funds
1.02%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
26
Reduced
18
Closed
3
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
$3.19B +$69.1M +1,258,977 +2%
Morgan Stanley
2
Morgan Stanley
New York
$53.3M +$9.21M +167,811 +21%
AssetMark Inc
3
AssetMark Inc
California
$48.7M -$7.87M -143,476 -14%
LPL Financial
4
LPL Financial
California
$36.2M +$3.86M +70,260 +12%
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$32.9M +$10.5M +190,788 +47%
Jane Street
6
Jane Street
New York
$22.7M -$5.54M -101,004 -20%
VAS
7
Vestmark Advisory Solutions
Massachusetts
$22M +$4.95M +90,233 +29%
Osaic Holdings
8
Osaic Holdings
Arizona
$19.7M -$2.26M -41,116 -10%
Bank of America
9
Bank of America
North Carolina
$14.3M +$4.25M +77,465 +42%
DWP
10
Daymark Wealth Partners
Ohio
$14.2M +$12.6M +230,414 +789%
PCA
11
Pallas Capital Advisors
Massachusetts
$13.6M +$640K +11,667 +5%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$8.87M +$146K +2,655 +2%
CW
13
CreativeOne Wealth
Kansas
$5.88M +$5.88M +107,110 New
FTUS
14
Flow Traders U.S.
New York
$5.22M -$7.35M -133,870 -58%
MPWT
15
MassMutual Private Wealth & Trust
Connecticut
$5.03M +$53.9K +983 +1%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$3.07M -$154K -2,810 -5%
GM
17
GeoWealth Management
Illinois
$2.35M +$2.35M +42,765 New
MWM
18
Merriman Wealth Management
Washington
$2.09M -$49.4K -900 -2%
AG
19
Ascent Group
Virginia
$1.6M -$35.1K -639 -2%
LSPW
20
Lake Street Private Wealth
Illinois
$1.54M +$130K +2,360 +9%
RIL
21
Rothschild Investment LLC
Illinois
$1.47M +$144K +2,623 +11%
WF
22
Wayfinding Financial
Washington
$1.44M +$145K +2,642 +12%
TA
23
TFB Advisors
Kansas
$1.28M +$79.3K +1,445 +7%
CAN
24
Cetera Advisor Networks
California
$1.18M +$130K +2,371 +12%
EA
25
Emerald Advisors
Washington
$1.12M +$7.74K +141 +0.7%

BBIN Hedge Fund Activity: Q2 2023 in Review

65 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in JPMorgan BetaBuilders International Equity ETF (BBIN) for Q2 2023, worth a combined $3.52B — up 4.7% from $3.36B a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new BBIN positions and 3 closed out — a net gain of 15 holders — while 26 added to existing stakes and 18 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $69.1M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $8.62M sold.

  • 65 institutional investors held JPMorgan BetaBuilders International Equity ETF (BBIN) as of Q2 2023, up from 50 in Q1 2023.
  • Funds reported $3.52B of JPMorgan BetaBuilders International Equity ETF stock for Q2 2023, up 4.7% quarter-over-quarter.
  • 18 funds opened new JPMorgan BetaBuilders International Equity ETF positions in Q2 2023 and 3 closed out, a net change of +15 holders.
  • The largest JPMorgan BetaBuilders International Equity ETF buyer in Q2 2023 was JP Morgan Chase, an estimated $69.1M added.
  • The largest JPMorgan BetaBuilders International Equity ETF seller in Q2 2023 was Susquehanna International Group, an estimated $8.62M sold.

Based on aggregated 13F filings for Q2 2023.