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JPMorgan BetaBuilders Japan ETF

95 hedge funds and large institutions have $4.03B invested in JPMorgan BetaBuilders Japan ETF in 2019 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 35 increasing their positions, 21 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

200% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 10

67% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 21

22% more funds holding

Funds holding: 7895 (+17)

6% more capital invested

Capital invested by funds: $3.8B → $4.03B (+$235M)

0.2% more ownership

Funds ownership: 45.73%45.93% (+0.2%)

Holders
95
Holders Change
+17
Holders Change %
+21.79%
% of All Funds
1.87%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.06%
New
30
Increased
35
Reduced
21
Closed
10
Calls
$10K
Puts
Net Calls
+$10K
Net Calls Change
+$10K
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$3.62B +$17.1M +347,101 +0.5%
MIM
2
Morningstar Investment Management
Illinois
$71.3M +$12.9M +261,977 +22%
RIG
3
RiverFront Investment Group
Virginia
$55.2M +$29.8M +603,919 +116%
3AM
4
3EDGE Asset Management
Florida
$45.9M +$46.1M +934,762 New
MIS
5
Morningstar Investment Services
Illinois
$37.7M +$3.25M +65,918 +9%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$29.4M -$6.6M -133,776 -18%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$19.7M +$3.69M +74,844 +23%
Truist Financial
8
Truist Financial
North Carolina
$18.2M +$18.3M +370,092 New
Citadel Advisors
9
Citadel Advisors
Florida
$17.2M +$7.14M +144,673 +70%
RJA
10
Raymond James & Associates
Florida
$16.8M +$5.3M +107,323 +46%
SAS
11
Sage Advisory Services
Texas
$9.52M +$115K +2,338 +1%
Morgan Stanley
12
Morgan Stanley
New York
$8.68M +$1.95M +39,498 +29%
PI
13
PFS Investments
Georgia
$6.68M +$529K +10,714 +9%
MAM
14
Madison Asset Management
Wisconsin
$6.35M +$6.38M +129,344 New
NVCHI
15
New Vernon Capital Holdings II
New Jersey
$6.22M +$3.35M +67,930 +115%
LPL Financial
16
LPL Financial
California
$5.99M +$683K +13,840 +13%
FA
17
FDx Advisors
Illinois
$5.6M -$675K -13,669 -11%
Janney Montgomery Scott
18
Janney Montgomery Scott
Pennsylvania
$5.59M +$1.89M +38,275 +51%
Wells Fargo
19
Wells Fargo
California
$5M -$240K -4,860 -5%
VWM
20
Venturi Wealth Management
Texas
$5M +$41.9K +849 +0.8%
Carson Wealth (CWM LLC)
21
Carson Wealth (CWM LLC)
Nebraska
$3.55M
FTUS
22
Flow Traders U.S.
New York
$3.26M -$2.93M -59,417 -47%
PHAM
23
Palisades Hudson Asset Management
Florida
$2.97M +$11.6K +235 +0.4%
APW
24
Acima Private Wealth
Virginia
$2.67M +$50.6K +1,025 +2%
VanEck Associates
25
VanEck Associates
New York
$2.67M +$2.08M +42,215 +347%

BBJP Hedge Fund Activity: Q4 2019 in Review

95 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in JPMorgan BetaBuilders Japan ETF (BBJP) for Q4 2019, worth a combined $4.03B — up 6.2% from $3.8B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new BBJP positions and 10 closed out — a net gain of 20 holders — while 35 added to existing stakes and 21 trimmed.

The largest buyer was 3EDGE Asset Management, opening a new position worth an estimated $46.1M. The largest seller was UBS AM, exiting entirely with an estimated $33.6M sold.

  • 95 institutional investors held JPMorgan BetaBuilders Japan ETF (BBJP) as of Q4 2019, up from 78 in Q3 2019.
  • Funds reported $4.03B of JPMorgan BetaBuilders Japan ETF stock for Q4 2019, up 6.2% quarter-over-quarter.
  • 30 funds opened new JPMorgan BetaBuilders Japan ETF positions in Q4 2019 and 10 closed out, a net change of +20 holders.
  • The largest JPMorgan BetaBuilders Japan ETF buyer in Q4 2019 was 3EDGE Asset Management, an estimated $46.1M added.
  • The largest JPMorgan BetaBuilders Japan ETF seller in Q4 2019 was UBS AM, an estimated $33.6M sold.

Based on aggregated 13F filings for Q4 2019.