JPMorgan BetaBuilders Canada

BBCA • BATS

JPMorgan BetaBuilders Canada is an exchange-traded fund on BATS. As of Q3 2025, 204 institutional investors hold shares in this ETF, with total holdings valued at $7.1B. JPMORGAN CHASE & CO is the largest holder with a position valued at $6.5B.

Overview

Overview of institutional ownership in BBCA as of Q3 2025

All Institutions

Institutions: 204
Value Held: $7.1B
Shares Held: 81.6M
Avg Position: $34.9M
Median Position: $313.4K

Hedge Funds

Hedge Funds: 4
Value Held: $5.4M
Shares Held: 62.0K
Avg Position: $1.4M
Median Position: $1.2M

Biggest Investors

Institutions with the largest positions in BBCA as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
JPMORGAN CHASE & CO Institution	Jamie Dimon CEO	$6.5B 0.42% of portfolio	74.6M shares	Q3 2018 Held for 7y 3m	$1.56T
M Municipal Employees' Retirement System of Michigan Institution	-	$82.0M 0.99% of portfolio	940.6K shares	Q2 2025 Held for 6 months	$8.3B
VICTORY CAPITAL MANAGEMENT INC Long Only Manager	David Craig Brown CEO	$52.4M 0.03% of portfolio	600.3K shares	Q3 2024 Held for 1y 3m	$158.22B
GENWORTH FINANCIAL WEALTH MANAGEMENT, INC Long Only Manager	Hyun Michael Kim CEO	$44.3M 0.10% of portfolio	507.7K shares	Q3 2020 Held for 5y 3m	$46.5B
ENVESTNET ASSET MANAGEMENT INC Long Only Manager	Christopher Russell Todd CEO	$40.7M 0.01% of portfolio	466.8K shares	Q1 2020 Held for 5y 9m	$342.01B
Mirae Asset Global Investments Co., Ltd. Long Only Manager	Wanyoun Cho CEO	$38.9M 0.12% of portfolio	446.4K shares	Q2 2022 Held for 3y 6m	$31.8B
HighTower Advisors, LLC RIA/Wealth	Robert David Oros CEO	$36.7M 0.04% of portfolio	420.5K shares	Q2 2019 Held for 6y 6m	$87.7B
RiverFront Investment Group, LLC Long Only Manager	Peter John Quinn CEO	$34.6M 0.61% of portfolio	398.6K shares	Q1 2022 Held for 3y 9m	$5.7B
E Elm Partners Management LLC Institution	-	$24.1M 1.32% of portfolio	275.9K shares	Q4 2018 Held for 7 years	$1.8B
STRATEGIC INVESTMENT MANAGEMENT, LLC Fund of Funds	Nicole Wellmann Kraus CEO	$19.6M 10.61% of portfolio	224.9K shares	Q3 2025 Held for 3 months	$184.9M

Net Capital Flow

Institutional buying and selling activity for BBCA in Q3 2025

Traded: −$121.9M
Buyers: 97
Sellers: 77
Total Bought: +$53.7M
Total Sold: −$175.6M
Avg Position: $31.0M

Biggest Buyers

Institution	Net Bought	Current Position
STRATEGIC INVESTMENT MANAGEMENT, LLC Fund of Funds	+$19.6M +224.9K shares	$19.6M 224.9K shares
J JANE STREET GROUP, LLC Institution	+$5.5M +63.3K shares	$6.4M 73.1K shares
F FLOW TRADERS U.S. LLC Institution	+$4.0M +45.6K shares	$7.1M 80.9K shares
O OLD MISSION CAPITAL LLC Institution	+$3.3M +38.4K shares	$3.3M 38.4K shares
HighTower Advisors, LLC RIA/Wealth	+$2.7M +30.8K shares	$36.7M 420.5K shares
G GTS SECURITIES LLC Institution	+$2.0M +22.4K shares	$2.0M 22.4K shares
MORGAN STANLEY RIA/Wealth	+$1.7M +19.1K shares	$7.2M 82.8K shares
RiverFront Investment Group, LLC Long Only Manager	+$1.5M +17.3K shares	$34.6M 398.6K shares
E Elm Partners Management LLC Institution	+$1.2M +13.9K shares	$24.1M 275.9K shares
Q Quadrature Capital Ltd Institution	+$1.1M +12.2K shares	$1.4M 15.7K shares

Biggest Sellers

Institution	Net Sold	Current Position
JPMORGAN CHASE & CO Institution	−$143.2M −1.6M shares	$6.5B 74.6M shares
VICTORY CAPITAL MANAGEMENT INC Long Only Manager	−$7.6M −86.9K shares	$52.4M 600.3K shares
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	−$4.2M −48.7K shares	$3.0M 33.9K shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	−$3.9M −48.8K shares	Sold Off 0 shares
Mirae Asset Global Investments Co., Ltd. Long Only Manager	−$3.5M −39.7K shares	$38.9M 446.4K shares
GENWORTH FINANCIAL WEALTH MANAGEMENT, INC Long Only Manager	−$1.9M −21.7K shares	$44.3M 507.7K shares
RENAISSANCE TECHNOLOGIES LLC Hedge Fund•Quant	−$1.8M −22.7K shares	Sold Off 0 shares
H HRT FINANCIAL LLC Institution	−$1.3M −16.6K shares	Sold Off 0 shares
A Advisor Group Holdings, Inc. Institution	−$1.0M −11.6K shares	$2.7M 31.6K shares
Keel Point, LLC RIA/Wealth	−$922.9K −10.6K shares	$5.5M 63.6K shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited BBCA in Q3 2025

New Positions: 14
New Value: $21.2M
Exited Positions: 26
Exited Value: $9.6M

New Positions

Institution	Position Value
STRATEGIC INVESTMENT MANAGEMENT, LLC Fund of Funds	$19.6M 224.9K shares
M Morton Capital Management LLC/CA Institution	$325.3K 3.7K shares
F FSM Wealth Advisors, LLC Institution	$313.5K 3.6K shares
T TWO SIGMA SECURITIES, LLC Institution	$274.9K 3.2K shares
Wealthfront Advisers LLC RIA/Wealth	$236.0K 2.7K shares
F FIRST CITIZENS BANK & TRUST CO Institution	$208.0K 2.4K shares
Beverly Hills Private Wealth, LLC RIA/Wealth	$204.5K 2.3K shares
Breakwater Investment Management RIA/Wealth	$8.9K 102.0 shares
Guerra Advisors Inc RIA/Wealth	$7.1K 81.0 shares
Family Legacy Financial Solutions, LLC RIA/Wealth	$5.4K 62.0 shares

Exited Positions

Institution	Previous Position
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$3.9M 48.8K shares
RENAISSANCE TECHNOLOGIES LLC Hedge Fund•Quant	$1.8M 22.7K shares
H HRT FINANCIAL LLC Institution	$1.3M 16.6K shares
L Laurel Wealth Advisors LLC RIA/Wealth	$696.8K 8.6K shares
Custos Family Office, LLC Family Office	$318.9K 4.0K shares
Csenge Advisory Group RIA/Wealth	$310.2K 3.9K shares
H HB Wealth Management, LLC Institution	$290.3K 3.6K shares
L Laffer Investments RIA/Wealth	$244.3K 3.0K shares
GeoWealth Management, LLC RIA/Wealth	$241.2K 3.0K shares
C Choate Investment Advisors RIA/Wealth	$202.2K 2.5K shares

Options Activity

Institutions with the largest Call and Put options positions in BBCA as of Q3 2025

Call Positions: 0
Call Value: -
Put Positions: 0
Put Value: -

Call Positions

Institution	Position Value
No call positions found

Put Positions

Institution	Position Value
No put positions found

Most Committed Institutions

Institutions with BBCA as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
STRATEGIC INVESTMENT MANAGEMENT, LLC Fund of Funds	Nicole Wellmann Kraus CEO	10.61% $19.6M	224.9K shares	Q3 2025 Held for 3 months	$184.9M
H Hudson Portfolio Management LLC RIA/Wealth	Byron Schoendorf Stinson Managing Partner	1.36% $1.5M	17.5K shares	Q4 2024 Held for 1 year	$112.9M
E Elm Partners Management LLC Institution	-	1.32% $24.1M	275.9K shares	Q4 2018 Held for 7 years	$1.8B
Y Yoffe Investment Management, LLC RIA/Wealth	Jeffrey N Yoffe Member	1.21% $931.3K	10.7K shares	Q4 2024 Held for 1 year	$76.9M
Blue Edge Capital, LLC RIA/Wealth	Marshall Bagley Reid Managing Partner	1.00% $7.0M	80.4K shares	Q3 2019 Held for 6y 3m	$702.6M
M Municipal Employees' Retirement System of Michigan Institution	-	0.99% $82.0M	940.6K shares	Q2 2025 Held for 6 months	$8.3B
ACIMA PRIVATE WEALTH, LLC RIA/Wealth	Gary Mitchell Gore CEO	0.79% $2.5M	28.7K shares	Q1 2019 Held for 6y 9m	$319.4M
Willis Johnson & Associates, Inc. RIA/Wealth	Willis Anthony Johnson CEO	0.78% $12.5M	143.4K shares	Q4 2022 Held for 3 years	$1.6B
S SPINNAKER TRUST Institution	-	0.62% $11.1M	127.5K shares	Q2 2020 Held for 5y 6m	$1.8B
RiverFront Investment Group, LLC Long Only Manager	Peter John Quinn CEO	0.61% $34.6M	398.6K shares	Q1 2022 Held for 3y 9m	$5.7B

Hedge Fund Spotlight

Discover hedge funds investing in BBCA

CHESAPEAKE ASSET MANAGEMENT LLC

Hedge Fund • Long/Short

Portfolio ManagerRyan Adam Berman

Portfolio Value: $113.1M
Positions: 293
Last Reported: Q3 2025

Sector Allocation

Position in JPMorgan BetaBuilders Canada

Market Value: $34.9K
Shares Held: 400.0
Portfolio Weight: 0.03%
Owned Since: 2025-Q2

Top Holding	Sector	Market Value	Weight
1 Microsoft MSFT	Software - Infrastructure Technology	$11.8M	10.47%
2 Apple AAPL	Consumer Electronics Technology	$7.4M	6.54%
3 Eli Lilly LLY	Drug Manufacturers - General Healthcare	$6.8M	5.98%