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JPMorgan BetaBuilders International Equity ETF

70 hedge funds and large institutions have $3.46B invested in JPMorgan BetaBuilders International Equity ETF in 2023 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 34 increasing their positions, 16 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 16

55% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 11

8% more funds holding

Funds holding: 6570 (+5)

0.34% less ownership

Funds ownership: 94.96%94.62% (-0.34%)

2% less capital invested

Capital invested by funds: $3.52B → $3.46B (-$63.4M)

Holders
70
Holders Change
+5
Holders Change %
+7.69%
% of All Funds
1.11%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
17
Increased
34
Reduced
16
Closed
11
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
$3.11B +$79.7M +1,467,174 +3%
Morgan Stanley
2
Morgan Stanley
New York
$54.8M +$4.4M +80,974 +8%
AssetMark Inc
3
AssetMark Inc
California
$45.8M -$418K -7,703 -0.9%
LPL Financial
4
LPL Financial
California
$37.5M +$3.21M +59,169 +9%
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$36.2M +$5.21M +95,994 +16%
VAS
6
Vestmark Advisory Solutions
Massachusetts
$30M +$9.58M +176,446 +44%
Osaic Holdings
7
Osaic Holdings
Arizona
$20.2M +$1.2M +22,014 +6%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$18.6M +$16.3M +300,621 +538%
Bank of America
9
Bank of America
North Carolina
$16.2M +$2.74M +50,501 +19%
DWP
10
Daymark Wealth Partners
Ohio
$14.6M +$1.08M +19,966 +8%
PCA
11
Pallas Capital Advisors
Massachusetts
$12.9M +$668K +12,307 +5%
OMC
12
Old Mission Capital
Illinois
$9.73M +$10.1M +186,790 New
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$8.9M +$493K +9,079 +6%
CW
14
CreativeOne Wealth
Kansas
$4.43M -$1.2M -22,094 -21%
MPWT
15
MassMutual Private Wealth & Trust
Connecticut
$4.25M -$547K -10,078 -11%
MML Investors Services
16
MML Investors Services
Massachusetts
$3.45M +$3.33M +61,331 +1,275%
TGAM
17
TBH Global Asset Management
Tennessee
$3.27M +$3.4M +62,712 New
PAS
18
Park Avenue Securities
New York
$2.64M +$2.75M +50,648 New
CAN
19
Cetera Advisor Networks
California
$2.15M +$1.07M +19,782 +92%
MWM
20
Merriman Wealth Management
Washington
$2.11M +$134K +2,461 +6%
GM
21
GeoWealth Management
Illinois
$1.96M -$280K -5,149 -12%
FTUS
22
Flow Traders U.S.
New York
$1.88M -$3.2M -59,021 -62%
AG
23
Ascent Group
Virginia
$1.72M +$209K +3,849 +13%
LSPW
24
Lake Street Private Wealth
Illinois
$1.59M +$131K +2,405 +9%
RIL
25
Rothschild Investment LLC
Illinois
$1.53M +$143K +2,639 +10%

BBIN Hedge Fund Activity: Q3 2023 in Review

70 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in JPMorgan BetaBuilders International Equity ETF (BBIN) for Q3 2023, worth a combined $3.46B — down 1.8% from $3.52B a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new BBIN positions and 11 closed out — a net gain of 6 holders — while 34 added to existing stakes and 16 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $79.7M. The largest seller was Jane Street, exiting entirely with an estimated $22.7M sold.

  • 70 institutional investors held JPMorgan BetaBuilders International Equity ETF (BBIN) as of Q3 2023, up from 65 in Q2 2023.
  • Funds reported $3.46B of JPMorgan BetaBuilders International Equity ETF stock for Q3 2023, down 1.8% quarter-over-quarter.
  • 17 funds opened new JPMorgan BetaBuilders International Equity ETF positions in Q3 2023 and 11 closed out, a net change of +6 holders.
  • The largest JPMorgan BetaBuilders International Equity ETF buyer in Q3 2023 was JP Morgan Chase, an estimated $79.7M added.
  • The largest JPMorgan BetaBuilders International Equity ETF seller in Q3 2023 was Jane Street, an estimated $22.7M sold.

Based on aggregated 13F filings for Q3 2023.