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JPMorgan BetaBuilders Japan ETF

249 hedge funds and large institutions have $9.31B invested in JPMorgan BetaBuilders Japan ETF in 2024 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 66 increasing their positions, 85 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

123% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 26

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

14% more capital invested

Capital invested by funds: $8.15B → $9.31B (+$1.16B)

14% more funds holding

Funds holding: 219249 (+30)

4.62% less ownership

Funds ownership: 84.24%79.62% (-4.6%)

22% less repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 85

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $234K

Holders
249
Holders Change
+30
Holders Change %
+13.7%
% of All Funds
3.59%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.12%
New
58
Increased
66
Reduced
85
Closed
26
Calls
Puts
$234K
Net Calls
-$234K
Net Calls Change
-$444K
Name Holding Trade Value Shares
Change
Change in
Stake
KIM
26
Karpus Investment Management
New York
$11.2M -$1.35M -24,260 -11%
AWE
27
Avidian Wealth Enterprises
Texas
$10.9M -$1.66M -29,880 -14%
VAS
28
Vestmark Advisory Solutions
Massachusetts
$10.6M +$1.56M +28,103 +18%
TC
29
TownSquare Capital
Utah
$9.94M +$9.43M +169,768 New
JCM
30
Jacobi Capital Management
Pennsylvania
$9.71M -$8.28K -149 -0.1%
PHAM
31
Palisades Hudson Asset Management
Florida
$8.47M -$44.3K -798 -0.5%
New York State Common Retirement Fund
32
New York State Common Retirement Fund
New York
$7.81M -$236K -4,244 -3%
Wellington Management Group
33
Wellington Management Group
Massachusetts
$7.81M -$236K -4,244 -3%
LWL
34
Leo Wealth LLC
Texas
$7.63M +$613K +11,042 +9%
ST
35
Spinnaker Trust
Maine
$7.61M +$154K +2,765 +2%
OMC
36
Old Mission Capital
Illinois
$7.05M +$6.69M +120,483 New
PFA
37
Peak Financial Advisors
Colorado
$6.32M +$62K +1,117 +1%
Carson Wealth (CWM LLC)
38
Carson Wealth (CWM LLC)
Nebraska
$6.1M -$877K -15,783 -13%
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$6.02M +$3.91M +70,342 +217%
NVCHI
40
New Vernon Capital Holdings II
New Jersey
$5.85M
UBS Group
41
UBS Group
Switzerland
$5.71M -$951K -17,116 -15%
MAM
42
Madison Asset Management
Wisconsin
$5.23M -$759K -13,659 -13%
Baird Financial Group
43
Baird Financial Group
Wisconsin
$5.02M +$1.09M +19,601 +30%
PCH
44
PGIM Custom Harvest
New Jersey
$5.01M -$1.27M -22,875 -21%
BWM
45
BigSur Wealth Management
Florida
$4.95M +$4.7M +84,605 New
IC
46
Innealta Capital
Texas
$4.84M +$4.59M +82,709 New
BCI
47
Brinker Capital Investments
Pennsylvania
$4.31M +$4.09M +73,652 New
OPS
48
Orion Portfolio Solutions
Nebraska
$4.31M +$4.09M +73,652 New
BHIA
49
Birch Hill Investment Advisors
Massachusetts
$4.29M +$4.07M +73,325 New
Wells Fargo
50
Wells Fargo
California
$4.21M -$289K -5,196 -7%

BBJP Hedge Fund Activity: Q1 2024 in Review

249 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in JPMorgan BetaBuilders Japan ETF (BBJP) for Q1 2024, worth a combined $9.31B — up 14% from $8.15B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new BBJP positions and 26 closed out — a net gain of 32 holders — while 66 added to existing stakes and 85 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $231M. The largest seller was Morgan Stanley, cutting an estimated $97.3M.

  • 249 institutional investors held JPMorgan BetaBuilders Japan ETF (BBJP) as of Q1 2024, up from 219 in Q4 2023.
  • Funds reported $9.31B of JPMorgan BetaBuilders Japan ETF stock for Q1 2024, up 14% quarter-over-quarter.
  • 58 funds opened new JPMorgan BetaBuilders Japan ETF positions in Q1 2024 and 26 closed out, a net change of +32 holders.
  • The largest JPMorgan BetaBuilders Japan ETF buyer in Q1 2024 was JP Morgan Chase, an estimated $231M added.
  • The largest JPMorgan BetaBuilders Japan ETF seller in Q1 2024 was Morgan Stanley, an estimated $97.3M sold.

Based on aggregated 13F filings for Q1 2024.