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JPMorgan BetaBuilders Japan ETF

198 hedge funds and large institutions have $7.49B invested in JPMorgan BetaBuilders Japan ETF in 2023 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 60 increasing their positions, 64 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 23

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

8% more funds holding

Funds holding: 183198 (+15)

1% less capital invested

Capital invested by funds: $7.6B → $7.49B (-$104M)

6% less repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 64

4.83% less ownership

Funds ownership: 88.04%83.22% (-4.8%)

Holders
198
Holders Change
+15
Holders Change %
+8.2%
% of All Funds
3.14%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.13%
New
41
Increased
60
Reduced
64
Closed
23
Calls
$266K
Puts
Net Calls
+$266K
Net Calls Change
+$266K
Name Holding Trade Value Shares
Change
Change in
Stake
JCM
26
Jacobi Capital Management
Pennsylvania
$8.1M +$8.3M +161,294 New
New York State Common Retirement Fund
27
New York State Common Retirement Fund
New York
$7.65M -$170K -3,304 -2%
Wellington Management Group
28
Wellington Management Group
Massachusetts
$7.65M -$170K -3,304 -2%
PCH
29
PGIM Custom Harvest
New Jersey
$7.51M +$2.57M +49,940 +50%
PHAM
30
Palisades Hudson Asset Management
Florida
$7.09M +$139K +2,699 +2%
Carson Wealth (CWM LLC)
31
Carson Wealth (CWM LLC)
Nebraska
$7.06M -$806K -15,661 -10%
VAS
32
Vestmark Advisory Solutions
Massachusetts
$6.33M +$546K +10,618 +9%
ANTB
33
AMG National Trust Bank
Colorado
$5.69M -$112K -2,181 -2%
PFA
34
Peak Financial Advisors
Colorado
$5.36M +$1.48M +28,781 +37%
MAM
35
Madison Asset Management
Wisconsin
$5.09M -$149K -2,895 -3%
NVCHI
36
New Vernon Capital Holdings II
New Jersey
$5.02M
UBS Group
37
UBS Group
Switzerland
$4.7M +$1.3M +25,272 +37%
FA
38
FDx Advisors
Illinois
$4.42M -$551K -10,711 -11%
Wells Fargo
39
Wells Fargo
California
$4.1M -$217K -4,221 -5%
Stifel Financial
40
Stifel Financial
Missouri
$3.44M +$1.91M +37,038 +118%
Envestnet Portfolio Solutions
41
Envestnet Portfolio Solutions
Illinois
$3.29M +$3.37M +65,554 New
MLM
42
Mount Lucas Management
Pennsylvania
$3.24M -$3.04K -59 -0.1%
Baird Financial Group
43
Baird Financial Group
Wisconsin
$2.86M +$502K +9,752 +21%
TCA
44
Taconic Capital Advisors
New York
$2.76M
Corient Private Wealth
45
Corient Private Wealth
Florida
$2.57M +$75.1K +1,459 +3%
Osaic Holdings
46
Osaic Holdings
Arizona
$2.4M +$1.37M +26,656 +127%
Susquehanna International Group
47
Susquehanna International Group
Pennsylvania
$2.31M +$2.37M +46,006 New
CHAM
48
Clear Harbor Asset Management
Connecticut
$2.31M +$65.9K +1,280 +3%
ICP
49
Interchange Capital Partners
Pennsylvania
$2.2M +$823 +16 +0%
Cetera Investment Advisers
50
Cetera Investment Advisers
Illinois
$2.12M -$496K -9,638 -19%

BBJP Hedge Fund Activity: Q3 2023 in Review

198 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in JPMorgan BetaBuilders Japan ETF (BBJP) for Q3 2023, worth a combined $7.49B — down 1.4% from $7.6B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new BBJP positions and 23 closed out — a net gain of 18 holders — while 60 added to existing stakes and 64 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $102M. The largest seller was Perella Weinberg Partners Capital Management, cutting an estimated $132M.

  • 198 institutional investors held JPMorgan BetaBuilders Japan ETF (BBJP) as of Q3 2023, up from 183 in Q2 2023.
  • Funds reported $7.49B of JPMorgan BetaBuilders Japan ETF stock for Q3 2023, down 1.4% quarter-over-quarter.
  • 41 funds opened new JPMorgan BetaBuilders Japan ETF positions in Q3 2023 and 23 closed out, a net change of +18 holders.
  • The largest JPMorgan BetaBuilders Japan ETF buyer in Q3 2023 was JP Morgan Chase, an estimated $102M added.
  • The largest JPMorgan BetaBuilders Japan ETF seller in Q3 2023 was Perella Weinberg Partners Capital Management, an estimated $132M sold.

Based on aggregated 13F filings for Q3 2023.