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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
JP Morgan Chase
1
JP Morgan Chase
New York
$3.43B +$31M +579,800 +1%
Morgan Stanley
2
Morgan Stanley
New York
$141M +$75.8M +1,418,423 +135%
AssetMark Inc
3
AssetMark Inc
California
$49.4M -$622K -11,651 -1%
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$48.1M +$7.99M +149,602 +22%
LPL Financial
5
LPL Financial
California
$45.4M +$4.14M +77,555 +11%
VAS
6
Vestmark Advisory Solutions
Massachusetts
$35.7M +$2.72M +50,839 +9%
Jane Street
7
Jane Street
New York
$24.4M +$22.9M +428,675 New
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$23.4M +$2.9M +54,294 +15%
DWP
9
Daymark Wealth Partners
Ohio
$19.4M +$3.31M +61,928 +22%
Osaic Holdings
10
Osaic Holdings
Arizona
$18.8M -$3.02M -56,601 -15%
PCA
11
Pallas Capital Advisors
Massachusetts
$14.5M -$49.6K -928 -0.4%
MWA
12
MN Wealth Advisors
Kansas
$13.2M +$12.4M +232,129 New
Bank of America
13
Bank of America
North Carolina
$12.2M -$5.12M -95,890 -31%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$10.9M +$1.13M +21,223 +12%
CW
15
Connectus Wealth
Ohio
$8.32M +$7.81M +146,190 New
WAM
16
WNY Asset Management
New York
$7.81M +$7.33M +137,267 New
Citadel Advisors
17
Citadel Advisors
Florida
$6.58M +$6.18M +115,634 New
Bank of New York Mellon
18
Bank of New York Mellon
New York
$5.19M +$4.87M +91,153 New
MPWT
19
MassMutual Private Wealth & Trust
Connecticut
$4.49M -$144K -2,698 -3%
CW
20
CreativeOne Wealth
Kansas
$3.85M -$929K -17,387 -20%
MML Investors Services
21
MML Investors Services
Massachusetts
$3.39M -$356K -6,669 -10%
PAS
22
Park Avenue Securities
New York
$2.96M +$73.7K +1,379 +3%
CAN
23
Cetera Advisor Networks
California
$2.65M +$279K +5,232 +13%
HAS
24
HBW Advisory Services
California
$2.46M +$1.81M +33,824 +253%
MWM
25
Merriman Wealth Management
Washington
$2.42M +$111K +2,079 +5%

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.