JPMorgan BetaBuilders US Mid Cap Equity ETF
BBMC
25 hedge funds and large institutions have $1.41B invested in JPMorgan BetaBuilders US Mid Cap Equity ETF in 2023 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 7 increasing their positions, 7 reducing their positions, and 2 closing their positions.
200% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 2
19% more funds holding
Funds holding: 21 → 25 (+4)
5.48% more ownership
Funds ownership: 93.31% → 98.79% (+5.5%)
0% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 7
13% less capital invested
Capital invested by funds: $1.63B → $1.41B (-$218M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$2.1M |
| 2 |
TGAM
TBH Global Asset Management
Brentwood,
Tennessee
|
+$1.06M |
| 3 |
AA
ACT Advisors
Asheville,
North Carolina
|
+$861K |
| 4 |
VAS
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
+$376K |
| 5 |
AG
Ascent Group
Virginia Beach,
Virginia
|
+$337K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$146M |
| 2 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$2.31M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$137K |
| 4 |
AssetMark Inc
Concord,
California
|
-$40.1K |
| 5 |
MPWT
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
-$15.3K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
26
Janney Montgomery Scott
Philadelphia,
Pennsylvania
| – | -$2.31M | -29,132 | Closed |
|
|
HI
27
Harbour Investments
Madison,
Wisconsin
| – | -$2.38K | -30 | Closed |
|
BBMC Hedge Fund Activity: Q3 2023 in Review
25 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in JPMorgan BetaBuilders US Mid Cap Equity ETF (BBMC) for Q3 2023, worth a combined $1.41B — down 13% from $1.63B a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new BBMC positions and 2 closed out — a net gain of 4 holders — while 7 added to existing stakes and 7 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $2.1M. The largest seller was JP Morgan Chase, cutting an estimated $146M.
- 25 institutional investors held JPMorgan BetaBuilders US Mid Cap Equity ETF (BBMC) as of Q3 2023, up from 21 in Q2 2023.
- Funds reported $1.41B of JPMorgan BetaBuilders US Mid Cap Equity ETF stock for Q3 2023, down 13% quarter-over-quarter.
- 6 funds opened new JPMorgan BetaBuilders US Mid Cap Equity ETF positions in Q3 2023 and 2 closed out, a net change of +4 holders.
- The largest JPMorgan BetaBuilders US Mid Cap Equity ETF buyer in Q3 2023 was Morgan Stanley, an estimated $2.1M added.
- The largest JPMorgan BetaBuilders US Mid Cap Equity ETF seller in Q3 2023 was JP Morgan Chase, an estimated $146M sold.
Based on aggregated 13F filings for Q3 2023.